Senior Wealth Advisor: Global Clients & High Earnings

Placement Professionals; Singapore; On-site; SGD 50,000 - 90,000; Full time

Job summary

Placement Professionals, LLC in Singapore is seeking driven individuals to join a leading independent financial advisory firm that serves a global client base. You will cultivate a robust book of affluent accounts and provide bespoke financial advice, from investments to retirement planning, with a focus on long-term client success.

Our culture emphasizes collaboration, ongoing professional evolution, and the ability to direct your own book with support from a seasoned management team.

Qualifications

• Fresh graduates/ Final-year students from Finance, Business or related fields, or Wealth Management professionals with at least 1 - 3 years of experience.
• Outgoing, self-assured individuals possessing exceptional relational capabilities to establish immediate credibility with global constituents.
• Driven and ambitious to expand and manage a portfolio with significant assets under management.
• Passionate about learning and understanding global financial markets, investment products and wealth strategies.
• Willing to undergo CMFAS/SCI certifications (RES5, M8, M8A, M9, M9A, HI).

Responsibilities

• Cultivate and oversee a robust book of affluent accounts, providing premier asset management tactics for global clienteles spanning diverse geographies.
• Provide bespoke financial advice, from investments to retirement and risk management, designed for long-term client success.
• Nurture enduring alliances by maintaining dependable, strategic interactions.
• Maintain a deep understanding of international capital markets and shifting compliance mandates to deliver expert counsel.

Skills

Finance

Wealth Management

Job description

Placement Professionals, LLC in Singapore is seeking driven individuals to join a leading independent financial advisory firm that serves a global client base. You will cultivate a robust book of affluent accounts and provide bespoke financial advice, from investments to retirement planning, with a focus on long-term client success.

Our culture emphasizes collaboration, ongoing professional evolution, and the ability to direct your own book with support from a seasoned management team.