Wealth Advisor: Client Growth & Financial Planning

hr sg pte. ltd.; Singapore; On-site; SGD 60,000 - 100,000; Full time

Job summary

HR SG PTE. LTD. in Singapore seeks a Wealth Manager to help clients identify their financial goals and develop plans for protection, savings, investments and retirement.

You will build your client base through outreach and referrals, and maintain long-term relationships through regular follow-ups and portfolio reviews. The role entails meeting clients to assess circumstances and risk, developing wealth plans, reviewing portfolios, and guiding applications with clear cost and risk explanations.

Qualifications

• Diploma or Degree.
• Candidates without prior experience are welcome to apply.
• Interest in personal finance, investments and wealth planning.
• Good listening and communication skills, with the ability to explain financial concepts clearly.
• Comfortable initiating conversations with prospective clients and following up consistently.
• Willingness to complete the training and examinations required for the role.

Responsibilities

• Meet with prospective and existing clients to understand their financial circumstances, goals, time horizons and risk tolerance.
• Develop wealth plans and recommend suitable solutions within the scope of your authorisation, explaining their costs, benefits and risks in clear terms.
• Review clients’ portfolios and financial plans periodically to assess whether they remain aligned with their goals and changing circumstances.
• Build a pipeline of prospective clients through networking, referrals and proactive outreach.
• Guide clients through applications and maintain accurate records of client discussions, recommendations and follow-up actions.

Skills

Communication skills

Listening skills

Interpersonal skills

Education

Diploma or Degree

Job description

HR SG PTE. LTD. in Singapore seeks a Wealth Manager to help clients identify their financial goals and develop plans for protection, savings, investments and retirement.

You will build your client base through outreach and referrals, and maintain long-term relationships through regular follow-ups and portfolio reviews. The role entails meeting clients to assess circumstances and risk, developing wealth plans, reviewing portfolios, and guiding applications with clear cost and risk explanations.