Wealth Advisor: Holistic Planning & Growth

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

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.