Wealth Adviser

Placement Professionals, LLC; Singapore; On-site; SGD 90,000 - 180,000; Full time

Job summary

Placement Professionals, LLC is seeking a Wealth Adviser to guide clients through financial planning, focusing on investments, retirement, and wealth protection strategies.

You will work with internal experts to deliver comprehensive plans, stay updated on market and tax changes, and manage client communications to build lasting relationships. Strong accreditation and 5–8 years of sales experience are expected.

Qualifications

• 5–8 years of experience in insurance and investment product sales.
• Broad understanding of financial services, planning concepts and solutions.
• Accreditations: RES5, CM-CIS, CM-LIP or CM-LIC, HI.

Responsibilities

• Deliver Comprehensive Wealth Advice: provide complete financial planning strategies covering investments, protection, and wealth structuring.
• Provide Expertise in Protection & Planning: offer insurance solutions and advanced financial planning tailored to client needs.
• Stay Current on Market & Regulatory Developments: keep up with products, market movements, and tax considerations.
• Client & Partner Communication: ensure smooth processes and clear explanations for clients and stakeholders.
• Portfolio Construction & Management: create and manage investment strategies aligned with client objectives.
• Estate & Succession Advisory: assist with wealth transfer planning and legacy preservation.
• Tax Planning & Optimisation: develop tax-efficient strategies to improve long-term outcomes.

Skills

Client communication

Interpersonal skills

Written communication

Verbal communication

Education

Bachelor's degree

Job description

Understanding and managing your wealth should be straightforward and achievable.

That's why we take a personalised approach. We specialise in delivering high-quality financial advice through experienced professionals, helping clients work towards their life goals with access to a wide range of investment solutions and services.

However, our focus extends beyond investments. We provide relationship-driven advice that addresses different areas of financial planning, including wealth growth and ensuring individuals and families have appropriate protection when unexpected situations arise. Our recommendations are supported by strong investment expertise and a commitment to achieving consistent, sustainable, long-term outcomes.

About the Job

Your role as a Wealth Adviser is to guide clients through their financial planning journey, providing knowledgeable advice across areas such as investment management, retirement preparation, and wealth protection strategies.

Key Responsibilities

Deliver Comprehensive Wealth Advice: Work with internal specialists and experts to provide clients with complete financial planning strategies covering investments, protection, and wealth structuring solutions.

Provide Expertise in Protection & Planning: Offer specialised knowledge in insurance solutions and advanced financial planning concepts to deliver suitable recommendations tailored to client needs.

Stay Current on Market & Regulatory Developments: Continuously update your knowledge of financial products, market movements, regulatory changes, and tax considerations to ensure advice remains relevant and compliant.

Client & Partner Communication: Deliver excellent communication and service to clients and internal stakeholders by ensuring smooth processes, clear explanations, and strong relationship management.

Portfolio Construction & Management: Create and manage investment strategies for clients, including customised portfolio solutions aligned with their financial objectives.

Estate & Succession Advisory: Assist clients with wealth transfer planning, including structuring assets and establishing arrangements to preserve their legacy across generations.

Tax Planning & Optimisation: Develop tax-efficient strategies to help clients manage liabilities and improve long-term financial outcomes.

Requirements

• Bachelor's/University degree from a recognised institution or equivalent academic qualifications.
• 5 - 8 years of experience in insurance and investment product sales required. Offshore experience would be advantageous.
• Broad understanding of financial services, product solutions and all aspects of planning strategies and concepts.
• Client-centric skills including excellent interpersonal, verbal and written communication skills.
• Accreditations: RES5, CM-CIS, CM-LIP or CM-LIC, HI required.

We provide the support and resources to help you build the future you envision. For clients, this means receiving guidance to plan, grow, and protect their financial futures. For our advisers, it means having the opportunity to develop a successful practice. And for you, it means having the support to shape your own career journey.

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