Wealth Advisor - Holistic Planning & Growth

ST. JAMES'S PLACE (SINGAPORE) PRIVATE LIMITED; Singapore; On-site; SGD 120,000 - 180,000; Full time

Job summary

ST. JAMES'S PLACE (SINGAPORE) PRIVATE LIMITED is recruiting a Wealth Adviser to provide broad financial planning, including investments, retirement and wealth protection.

You will work with in-house specialists to deliver holistic advice and bespoke portfolio solutions while ensuring compliant, client-centric service.

The role emphasises building long-term client relationships and staying up-to-date with market trends and regulatory changes.

Qualifications

• Bachelor’s degree from a recognised institution or equivalent.
• 5-8 years of experience in insurance and investment product sales; offshore experience beneficial.
• Broad understanding of financial services, product solutions and planning strategies.

Responsibilities

• Deliver Comprehensive Wealth Advice: provide holistic financial planning across investments, protection, and estate structures.
• Provide Expertise in Protection & Planning: advise on insurance products and advanced planning concepts.
• Stay Current on Market & Regulatory Developments: maintain up-to-date knowledge of products, market trends, regulations, and tax changes to ensure compliant advice.
• Client & Partner Communication: deliver exceptional service and clear explanations to clients and internal teams.
• Portfolio Construction & Management: develop investment strategies and bespoke portfolio structures.
• Estate & Succession Advisory: assist with trusts and multi-generational wealth transfer structures.
• Tax Planning & Optimisation: design efficient tax solutions to enhance after-tax outcomes.

Skills

Client-centric communication

Interpersonal skills

Verbal communication

Written communication

Education

Bachelor’s degree

Job description

ST. JAMES'S PLACE (SINGAPORE) PRIVATE LIMITED is recruiting a Wealth Adviser to provide broad financial planning, including investments, retirement and wealth protection.

You will work with in-house specialists to deliver holistic advice and bespoke portfolio solutions while ensuring compliant, client-centric service.

The role emphasises building long-term client relationships and staying up-to-date with market trends and regulatory changes.