Senior Wealth Advisor for HNW Planning (Remote SG)

LearnLux Financial Wellbeing; Singapore; Remote; SGD 90,000 - 150,000; Part time

Job summary

LearnLux Financial Wellbeing is seeking a Financial Advisor (remote) to support employees in Singapore with unbiased financial guidance. You will work directly with high-net-worth clients, focusing on wealth protection, growth, and comprehensive planning while serving a broad employee base.

The role leverages LearnLux digital platforms, reports to the Global Planning Manager, and emphasizes independence, client-first service, and cross-border expertise.

Qualifications

• Active financial planning/advisory designation.
• Fluent English, written and spoken.
• Experience advising high-net-worth clients.
• Ability to manage multiple tasks concurrently and take direction.
• Experience across retirement, equity compensation, investments, budgeting, debt management, cash flow planning, estate planning, insurance.

Responsibilities

• Meet and engage with clients remotely to provide guidance on budgeting, retirement readiness, equity compensation, and more.
• Advise high net worth clients on complex topics like concentrated stock positions and cross-border tax exposure.
• Advise on and adapt LearnLux planning methods to topics relevant in Singapore.
• Participate in regular team meetings to share expertise and improve the digital experience.
• Become an expert on clients’ benefit plans to assist during enrollment.
• Collaborate with content team to outline, review, and approve content for the LearnLux platform.
• Lead engagement campaigns for employer partners, such as webinars and on-site events.

Skills

Financial advisor designation

Fluent English

Experience with high net worth

Multi-tasking

Personal finance expertise

Job description

LearnLux Financial Wellbeing is seeking a Financial Advisor (remote) to support employees in Singapore with unbiased financial guidance. You will work directly with high-net-worth clients, focusing on wealth protection, growth, and comprehensive planning while serving a broad employee base.

The role leverages LearnLux digital platforms, reports to the Global Planning Manager, and emphasizes independence, client-first service, and cross-border expertise.