Wealth Management Advisor - Hybrid, Global & Legacy

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 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.