Wealth Planning & Investment Advisor

IAFA (Income Advisory FA); Singapore; On-site; SGD 60,000 - 90,000; Full time

Benefits offered by this job

Structured onboarding

Case-based discussions

Practical coaching and joint fieldwork

Business-development support

Exposure to wealth planning solutions

Job summary

Income Advisory Financial Advisers (IAFA) is expanding its financial services advisory practice in Singapore. You will help clients with wealth accumulation, investment planning, retirement resources and protection needs, while building a sustainable advisory practice with training, coaching and business-development support.

Remuneration may include commissions and incentives, with structured onboarding and ongoing guidance from an established team to help you grow your client base and long-term

Qualifications

• Be 21 years old or above.
• Singapore Citizen or Singapore Permanent Resident.
• GCE 'A' Level qualification or equivalent.
• Complete CMFAS examinations where required.
• Meet fit-and-proper/competency requirements.
• Comfortable discussing clients' financial needs and objectives.

Responsibilities

• Understand clients' financial objectives, time horizons and risk profiles to develop long-term wealth strategies.
• Review clients' portfolios and identify gaps against objectives for adjustments.
• Help clients plan for retirement resources and income needs.
• Understand clients' legacy objectives and wealth-transfer goals.
• Identify protection needs and recommend suitable strategies.
• Build and develop an advisory practice with support from the team.

Skills

Communication

Sales & business development

Relationship building

Financial knowledge

Public speaking

Education

GCE 'A' Level or equivalent

Job description

Income Advisory Financial Advisers (IAFA) is expanding its financial services advisory practice in Singapore. You will help clients with wealth accumulation, investment planning, retirement resources and protection needs, while building a sustainable advisory practice with training, coaching and business-development support.

Remuneration may include commissions and incentives, with structured onboarding and ongoing guidance from an established team to help you grow your client base and long-term