Wealth Management Consultant

IPP FINANCIAL ADVISERS PTE. LTD.; Singapore; On-site; SGD 50,000 - 80,000; Full time

Job summary

A financial advisory firm in Singapore is seeking a Financial Advisor to manage client relationships and provide tailored financial planning solutions. The role requires 3-5 years of experience in financial planning or wealth management, along with strong analytical and communication skills. You will assist clients in achieving their financial goals through investment and retirement planning, and you'll review and update financial plans to adapt to changing circumstances. The ideal candidate will also hold relevant professional certifications.

Qualifications

• 3-5 years of relevant experience in financial planning or wealth management.
• Proven experience in client relationship management.
• Possession of relevant professional certifications and licenses is an added advantage.

Responsibilities

• Manage and maintain strong relationships with clients.
• Provide financial planning advisory services tailored to clients' needs.
• Assist clients with investment and retirement planning.

Skills

Client relationship management

Financial planning

Investment knowledge

Risk management

Analytical skills

Communication skills

Education

Diploma and above in Finance, Business, Economics, or related discipline

Job description

Job Description

• Manage and maintain strong relationships with clients by understanding their financial goals and providing ongoing support
• Provide financial planning advisory services tailored to clients' needs and life stage
• Assist clients with investment and retirement planning to help them achieve long-term financial security
• Identify and assess financial risks, and recommend appropriate risk management solutions
• Support clients in legacy planning, including wealth transfer and long-term estate considerations
• Review and update clients' financial plans regularly to ensure alignment with changing goals and circumstances

Requirements

• Diploma and above in Finance, Business, Economics, or a related discipline
• Minimum 3-5 years of relevant experience in financial planning, wealth management, or a related advisory role
• Proven experience in client relationship management and providing financial advisory services
• Strong knowledge of investment, retirement, risk management, and legacy planning solutions
• Possession of relevant professional certifications and licenses is an added advantage
• Excellent communication, presentation, and interpersonal skills
• Strong analytical skills with the ability to develop comprehensive financial plans
• Self-driven, results-oriented, and able to manage a portfolio of clients independently