Wealth Planner

Alpha Wealth Financial Advisers Pte Ltd.; Singapore; On-site; SGD 60,000 - 100,000; Full time

Job summary

Alpha Wealth Financial Advisers Pte Ltd is recruiting a Wealth Planner for a full-time, on-site role in Singapore. You will meet with clients to understand objectives, risk tolerance, and life goals, then craft tailored financial plans that build and protect wealth.

You will educate clients on concepts, prepare proposals, review portfolios, and maintain long-term relationships with proactive communication. Stay updated on market trends and regulatory changes to provide compliant advice.

Qualifications

• Strong financial planning skills with client-centric plans and goal-based strategies.
• Knowledge of investment management and portfolio analysis to assess risk and allocate assets.
• Foundation in finance principles including cash flow, retirement planning, and wealth preservation.
• Understanding of life, health, and general insurance and their role in financial plans.
• Relevant academic background in Finance, Economics, or Business; CFP/CFA/ChFC are advantages.
• Excellent interpersonal and communication skills to explain complex financial concepts clearly.
• Proven client relationship management, integrity, and ethical advisory practices.
• Ability to work independently and as part of a team; proficient in using financial planning tools and MS Office.

Responsibilities

• Meet with clients to understand financial objectives, risk appetite, and life goals.
• Develop tailored financial plans and recommendations for investments and insurance solutions.
• Review and monitor client portfolios; adjust plans as circumstances change.
• Educate clients on financial concepts and market developments.
• Prepare clear proposals and reports for client review.
• Maintain strong, long-term relationships through regular reviews and proactive communication.

Skills

Financial planning

Portfolio analysis

Risk assessment

Cash flow analysis

Retirement planning

Wealth preservation

Insurance products

Communication skills

Client relationship management

MS Office

Education

Finance/Economics/Business degree

Tools

MS Office

Job description

Company Description

Alpha Wealth Financial Advisers is a professional financial consultancy committed to personalized financial planning and investment management that align with each client’s lifestyle and goals. The team works closely with clients to understand their values and aspirations, guided by core values of Abundance, Wisdom, Focus, and Appreciation. The firm’s vision is to empower clients through financial literacy, providing knowledge, tools, and ongoing support in budgeting, saving, investing, and managing debt. Alpha Wealth offers comprehensive services across investments, insurance, retirement planning, and legacy planning, supported by collaborations with over 17 life insurers, 24 general insurers, and 4 CIS platforms.

Role Description

The Wealth Planner is a full-time, on-site role based in Singapore. This role involves meeting with clients to understand their financial objectives, risk appetite, and life goals, and developing tailored financial plans to help them build and protect their wealth. Day-to-day responsibilities include conducting financial needs analyses, recommending suitable investment and insurance solutions, reviewing and monitoring client portfolios, and adjusting plans as circumstances change. The Wealth Planner will educate clients on financial concepts, prepare clear proposals and reports, and maintain strong, long-term relationships through regular reviews and proactive communication. The role also includes staying current with market trends, regulatory changes, and product developments to provide informed, compliant advice.

Qualifications

• Strong financial planning skills, including experience in developing comprehensive, client-centric financial plans and goal-based strategies.
• Knowledge of investment management and investments, with the ability to analyze portfolios, assess risk, and recommend suitable asset allocations.
• Solid foundation in finance principles, including cash flow analysis, retirement planning, and wealth preservation strategies.
• Understanding of insurance products and solutions, including life, health, and general insurance, and their role in overall financial plans.
• Relevant academic background in Finance, Economics, Business, or related field; professional certifications (e.g., CFP, CFA, ChFC) are an advantage.
• Excellent interpersonal and communication skills, with the ability to explain complex financial concepts in a clear, accessible manner.
• Proven client relationship management skills, integrity, and a strong commitment to ethical, client-first advisory practices.
• Ability to work independently and as part of a team, with strong analytical skills, attention to detail, and proficiency in using financial planning tools and MS Office.