Wealth Planner - Client-Centric Financial Strategy

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

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.