Remote Financial Advisor for High-Net-Worth Clients

LearnLux; Singapore; Remote; SGD 90,000 - 180,000; Full time

Job summary

LearnLux is seeking a Financial Advisor located in Singapore to join our team on a contractor basis. Working with employees based in Singapore, you will provide unbiased, holistic financial guidance with a strong focus on high-net-worth clients navigating complex wealth, while serving the full range of employees we support across income levels.

This is a fully remote role reporting to our Global Planning Manager.

Qualifications

• Fluent English, written and spoken.
• Demonstrated experience advising high net worth, including on concentrated equity positions and complex financial situations.
• Passion for educating individuals to take control and invest in their financial future.

Responsibilities

• Meet and engage with clients remotely over video, chat, and email to give guidance on budgeting, retirement readiness, equity compensation, and more
• Advise high net worth clients on complex topics like concentrated stock positions, cross-border tax exposure, and wealth transfer planning
• Advise on and adapt the LearnLux methodology to financial planning topics relevant in Singapore
• Participate in regular team meetings to bring your subject matter expertise to improve the LearnLux digital experience
• Become an expert on our client’s benefit plans so you can act as an extension of their team during benefits enrollment
• Work with our content team to create outlines, review lessons, and approve content created for the LearnLux digital platform
• Lead engagement campaigns for our employer partners, like digital webinars and occasional on-site events

Skills

Fluent English

HNW experience

Multitasking

Client-first mindset

Job description

LearnLux is seeking a Financial Advisor located in Singapore to join our team on a contractor basis. Working with employees based in Singapore, you will provide unbiased, holistic financial guidance with a strong focus on high-net-worth clients navigating complex wealth, while serving the full range of employees we support across income levels.

This is a fully remote role reporting to our Global Planning Manager.