Expert Wealth Strategist

5 days ago


Singapore IPP FINANCIAL ADVISERS PTE. LTD. Full time
Job Description

As an Expert Wealth Strategist at IPP Financial Advisers PTE. LTD., you will be working with a specialist division focused on providing quality financial advice in Singapore since 1983.

Key Responsibilities:

  • To provide expert wealth management services to high net worth individuals and expatriates in Singapore.
  • To develop and implement personalized financial plans tailored to the unique needs of each client.
  • To conduct regular reviews and updates to ensure clients' financial goals are met.
  • To build and maintain strong relationships with clients, ensuring exceptional customer service.
  • To stay up-to-date with industry developments and regulatory requirements.

Requirements:

  • A tertiary educational qualification (or equivalent) in finance or a related field.
  • A valid license to operate as a financial adviser in Singapore.
  • Proven track record of delivering successful financial planning solutions.
  • Superb interpersonal and communication skills.
  • Fluency in English and other European languages is an asset.

Benefits:

  • A competitive salary range of SGD 80,000 - SGD 120,000 per annum.
  • Ongoing training and professional development opportunities.
  • A collaborative and dynamic work environment.

How to Apply:

Strong candidates should have experience in wealth management, financial planning, and excellent communication skills. The ability to confidently communicate with high net worth individuals and senior level executives is essential. If you have an existing client base and assets under management in Singapore, it would be beneficial to highlight this during your application.



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