Wealth Planning & Advisory Associate

J.S.W; Singapore; On-site; SGD 60,000 - 120,000; Full time

Job summary

J.S.W in Singapore seeks a results-driven financial advisor to proactively acquire high-net-worth clients, onboard them, and manage enduring relationships. You will serve as the primary contact for all financial matters, delivering clear guidance on market trends and portfolio performance.

You will conduct fact-finding to understand retirement, education funding, estate planning, and tax efficiency, assess cash flows and insurance coverage, and present integrated plans that combine investments

Qualifications

• Proactively prospect and onboard high-net-worth clients.
• Analyze financial objectives and identify gaps.
• Develop plans integrating investments and insurance protections.
• Communicate market trends and portfolio performance clearly.

Responsibilities

• Proactively acquire, onboard, and manage a portfolio of affluent clients.
• Conduct regular client reviews to assess financial situations and risk.
• Recommend investment and insurance solutions aligned with goals.
• Meet or exceed sales targets and collaborate with internal teams.
• Ensure onboarding and documentation comply with regulatory guidelines.

Skills

Client acquisition

Relationship management

Financial planning

Sales targets

Job description

J.S.W in Singapore seeks a results-driven financial advisor to proactively acquire high-net-worth clients, onboard them, and manage enduring relationships. You will serve as the primary contact for all financial matters, delivering clear guidance on market trends and portfolio performance.

You will conduct fact-finding to understand retirement, education funding, estate planning, and tax efficiency, assess cash flows and insurance coverage, and present integrated plans that combine investments