Wealth Adviser

IFAST FINANCIAL PTE. LTD.; Singapore; On-site; SGD 55,000 - 90,000; Full time

Job summary

iFAST Financial Pte Ltd in Singapore is seeking a role focused on providing personalized financial guidance across investments, insurance, and retirement planning.

You will build strong relationships with clients, understand their needs, and offer tailored wealth management solutions including unit trusts, ETFs, direct bonds, stocks, and insurance products. Strong communication and bilingual English-Chinese skills are valued.

Qualifications

• Bachelor degree or above from internationally recognised universities.
• Excellent interpersonal and communication skills.
• Proficient in English; Chinese language conversational.
• CMFAS/IBF modules certificates are advantageous.

Responsibilities

• Provide personalized financial advice on investments, insurance, and retirement planning.
• Build and maintain client relationships with tailored wealth management solutions.
• Identify new business opportunities through networking and referrals.
• Conduct financial reviews and stay updated on client needs.
• Deliver client support during and after office hours.
• Ensure compliance with regulatory requirements and internal policies.

Skills

Interpersonal communication

English proficiency

Chinese language

Client-oriented

Attention to detail

Education

Bachelor's degree

CMFAS/IBF certificates

Job description

Key Responsibilities:

• Provide personalized financial advice to clients on a wide range of financial matters, including investments, insurance, retirement planning.
• Build and maintain strong relationships with clients by understanding their needs and offering tailored solutions with a range of wealth management products (unit trusts, ETFs, direct bonds, stocks, insurance).
• Identifying new business opportunities through networking, referrals and outreach efforts.
• Conducting financial reviews and keep abreast of customer needs.
• Delivers support to clients, within and beyond office hours.
• Ensure all activities including regulated activities are in compliance with regulatory requirements and internal policies.

Requirements:

• Bachelor Degree or above from internationally recognised universities, with a preference for graduates in finance-related majors.
• Excellent interpersonal and communication skills, both verbal and written.
• Good command of spoken and written English and conversant in Chinese language to liaise with Chinese speaking associates or clients.
• Client-oriented, pleasant, meticulous and obliging disposition.
• Strong interest in investment products. Candidates with the relevant experience will have an added advantage.
• Certificates or exemptions from CMFAS/IBF modules will be advantageous.
• Candidates without working experience may apply.