Strategic Wealth Adviser: Planning, Protection & Growth

St. James's Place Wealth Management; Singapore; Presencial; SGD 100.000 - 180.000; Tempo integral

Resumo da vaga

St. James's Place Wealth Management in Singapore seeks a Wealth Adviser to advise clients on holistic financial planning, including investments, retirement, protection and estate planning.

You will work with in‑house specialists to develop tailored solutions and maintain strong client relationships. The role requires a degree and 5–8 years in insurance and investment product sales, with accreditations such as RES5, CM-CIS, CM-LIP or CM-LIC; HI would be advantageous.

Qualificações

• Client-centric skills including excellent interpersonal, verbal and written communication.

Responsabilidades

• Deliver comprehensive wealth advice by partnering with in-house specialists to provide holistic financial planning across investments, protection, and estate structures.
• Provide expertise in protection and planning with tailored recommendations.
• Stay current on market and regulatory developments to ensure timely, relevant, and compliant advice.
• Communicate effectively with clients and internal teams to ensure smooth case handling and ongoing client engagement.
• Assist in portfolio construction and management with bespoke investment strategies.
• Support estate and succession advisory, including trusts for wealth transfer.

Conhecimentos

Client communication

Formação

Bachelor’s degree

Descrição da vaga

St. James's Place Wealth Management in Singapore seeks a Wealth Adviser to advise clients on holistic financial planning, including investments, retirement, protection and estate planning.

You will work with in‑house specialists to develop tailored solutions and maintain strong client relationships. The role requires a degree and 5–8 years in insurance and investment product sales, with accreditations such as RES5, CM-CIS, CM-LIP or CM-LIC; HI would be advantageous.