Wealth Management Advisor

JaiHoAdvisory; Singapore; Hybrid; SGD 60,000 - 100,000; Full time

Job summary

Jai Ho Advisory in Singapore seeks a Wealth Management Advisor for a full-time, hybrid role, offering flexibility with some work-from-home arrangements. You will help clients assess financial goals and design tailored wealth plans.

Responsibilities include guidance on investments, retirement planning, and risk management; monitoring portfolios; and building long-term client relationships through regular reviews and proactive communication.

Qualifications

• Excellent analytical, communication, and interpersonal skills, with the ability to work inclusively with clients from different cultural backgrounds.
• High ethical standards, attention to detail, and commitment to regulatory compliance in Singapore.
• Ability to work effectively in a hybrid environment, manage time independently, and collaborate within a growing advisory team.

Responsibilities

• Assist clients to assess financial goals, analyze portfolios and design customized wealth plans.
• Provide guidance on investments, retirement planning, and risk management.
• Monitor client portfolios and recommend adjustments aligned with market conditions and client objectives.
• Build long-term client relationships through regular reviews, educational conversations and proactive communication.

Skills

Analytical skills

Communication skills

Interpersonal skills

Cross-cultural awareness

Education

Bachelor's degree

Job description

Jai Ho Advisory is a young boutique financial advisory firm established in 2023. The firm brings together like-minded financial planning practitioners to expand expertise both within Singapore and in offshore markets. Building on Singapore’s growth, Jai Ho Advisory aims to unite local and foreign talent to create a culture focused on positively impacting lives through responsible financial advice.

The firm is designed to be a professional home where settled foreign professionals can serve their communities, offering tailored financial solutions locally and abroad.

Role Description

The Wealth Management Advisor is a full‑time, hybrid role based in Singapore, with flexibility for some work‑from‑home arrangements.

The advisor will be equipped with the skillset to assist clients to assess their financial goals, analyze current portfolios, and design customized financial and wealth management plans.

Day‑to‑day responsibilities include providing guidance on investments, retirement planning, and risk management, as well as monitoring client portfolios and recommending adjustments aligned with market conditions and client objectives.

We provide solutions for personal, companies in the area of strategic wealth management, preservation and legacy generations.

The role also involves building long‑term client relationships through regular reviews, educational conversations, and proactive communication.

It’s a purpose driven career of helping people lead a healthier, wealthier and more abundant live.

Qualifications

• Prior Experience not a requirement. Training will be provided.
• Any Bachelor Degree.
• Excellent analytical, communication, and interpersonal skills, with the ability to work inclusively with clients from different cultural backgrounds.
• High ethical standards, attention to detail, and commitment to regulatory compliance in Singapore.
• Ability to work effectively in a hybrid environment, manage time independently, and collaborate within a growing advisory team.