Wealth Planning & Investment Advisor

SF ADVISORY PTE. LTD.; Singapore; On-site; SGD 42,000 - 68,000; Full time

Benefits offered by this job

Incentives

Training and development

Wealth management exposure

Mentorship

Clients portfolio management

Flexible working environment

Career progression

Leadership opportunities

Job summary

SF Advisory Pte. Ltd. invites a motivated Investment Executive to guide clients through understanding financial objectives and selecting suitable long-term strategies.

You will meet clients, assess needs, propose investment and wealth-management solutions, present proposals, and maintain ongoing relationships while staying compliant with regulations. Fresh graduates welcome to apply, with strong communication skills and drive.

Qualifications

• Strong communication and interpersonal skills.
• Able to speak with clients comfortably.
• Interest in finance, investments, wealth management.
• Self-motivated and goal-oriented.
• Willing to learn and develop professionally.

Responsibilities

• Meet with clients to understand financial goals and objectives.
• Conduct needs assessments and review planning requirements.
• Analyse financial situations and recommend suitable strategies.
• Prepare proposals and recommendations for client discussions.
• Maintain accurate client records and ensure proper documentation.
• Develop new client relationships through referrals and networking.
• Follow compliance procedures and work with senior consultants.

Skills

Communication skills

Interpersonal skills

Relationship building

Networking

Client service orientation

Commercial mindset

Education

Diploma

Job description

SF Advisory Pte. Ltd. invites a motivated Investment Executive to guide clients through understanding financial objectives and selecting suitable long-term strategies.

You will meet clients, assess needs, propose investment and wealth-management solutions, present proposals, and maintain ongoing relationships while staying compliant with regulations. Fresh graduates welcome to apply, with strong communication skills and drive.