Strategic Financial Services Expert

1 day ago


Singapore Click and Connect Online Limited Full time

We are representing a leading International Wealth Management firm, Independent Resourcing Consultancy Ltd, looking for an experienced and qualified Financial Advisor to join their team in Singapore.

As a highly skilled Financial Advisor, you will be responsible for providing expert financial advice to our clients, helping them to achieve their financial goals and secure their financial futures.

Key Responsibilities:

  • Build and maintain relationships with clients, providing them with expert financial guidance
  • Conduct thorough financial assessments of clients' current financial situations and future goals
  • Develop and implement personalized financial plans for clients, including investment, retirement, and tax planning strategies
  • Monitor clients' financial progress and adjust plans as necessary

You will need to have a minimum of 5 years of experience as a Financial Advisor in the wealth management industry and hold industry leading qualifications such as CFP, CFA, or other relevant certifications.

A competitive salary is being offered, as well as a supportive and collaborative work environment. If you meet the above requirements and are passionate about helping clients achieve their financial goals, this could be the opportunity for you.



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