Wealth Advisor — Personal Investments & Planning

iFAST Financial Pte Ltd; Singapore; On-site; SGD 55,000 - 90,000; Full time

Job summary

iFAST Financial Pte Ltd in Singapore is seeking a role focused on providing personalized financial guidance across investments, insurance, and retirement planning.

You will build strong relationships with clients, understand their needs, and offer tailored wealth management solutions including unit trusts, ETFs, direct bonds, stocks, and insurance products. Strong communication and bilingual English-Chinese skills are valued.

Qualifications

• Bachelor degree or above from internationally recognised universities.
• Excellent interpersonal and communication skills.
• Proficient in English; Chinese language conversational.
• CMFAS/IBF modules certificates are advantageous.

Responsibilities

• Provide personalized financial advice on investments, insurance, and retirement planning.
• Build and maintain client relationships with tailored wealth management solutions.
• Identify new business opportunities through networking and referrals.
• Conduct financial reviews and stay updated on client needs.
• Deliver client support during and after office hours.
• Ensure compliance with regulatory requirements and internal policies.

Skills

Interpersonal communication

English proficiency

Chinese language

Client-oriented

Attention to detail

Education

Bachelor's degree

CMFAS/IBF certificates

Job description

iFAST Financial Pte Ltd in Singapore is seeking a role focused on providing personalized financial guidance across investments, insurance, and retirement planning.

You will build strong relationships with clients, understand their needs, and offer tailored wealth management solutions including unit trusts, ETFs, direct bonds, stocks, and insurance products. Strong communication and bilingual English-Chinese skills are valued.