Wealth Advisor

Skyworks Consulting; Singapore; Hybrid; SGD 60,000 - 120,000; Full time

Benefits offered by this job

Hybrid work model

Job summary

Skyworks Consulting is seeking a Wealth Advisor for a reputable financial firm in Singapore. This is a full-time, hybrid role based in Singapore with some work-from-home flexibility.

You will meet with clients to understand their financial goals, assess portfolios, and develop tailored financial plans to help clients grow and manage their wealth. Responsibilities include advising on investment strategies, retirement planning, and overall wealth management while ensuring regulatory compliance.

Qualifications

• 21 years and above (industry regulatory requirement)
• Minimum A levels, local diploma or degree in any field
• Excellent communication and interpersonal skills with a client-focused mindset
• Ability to work effectively in a hybrid environment, demonstrating self-motivation, integrity, and collaborative teamwork.

Responsibilities

• Meet with clients to understand financial goals and assess portfolios.
• Develop comprehensive financial plans tailored to client needs.
• Advise on investment strategies and retirement planning options.
• Prepare and present recommendations, monitor portfolios, and conduct ongoing reviews.
• Collaborate with internal teams to deliver high-quality client-centric solutions.

Skills

Communication skills

Interpersonal skills

Client relationships

Education

A levels/diploma/degree

Job description

My client is a reputable firm in the financial industry, specialising in integrated wealth solutions that help clients plan, grow and manage their wealth. They are looking for motivated individuals to join their team as Wealth Advisors and build a career in wealth management and financial advisory.

Role Description

The Wealth Advisor is a full-time, hybrid role based in Singapore, with flexibility for some work-from-home arrangements. The role involves meeting with clients to understand their financial goals, conducting assessments of current portfolios, and developing comprehensive financial plans tailored to individual needs. Day-to-day responsibilities include advising on investment strategies, retirement planning options, and overall wealth management services while ensuring regulatory compliance and ethical standards. The Wealth Advisor will prepare and present recommendations, monitor client portfolios, provide ongoing reviews, and collaborate with internal teams to deliver high-quality, client-centric solutions.

Qualifications

• 21 years and above (according to industry regulatory requirements)
• Minimum A levels, local diploma or degree in any field
• Excellent communication and interpersonal skills, with a client-focused mindset and the ability to build trusted relationships.
• Ability to work effectively in a hybrid environment, demonstrating self-motivation, integrity, and collaborative teamwork.