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Financial Planning Specialist

2 months ago

Singapore IPP FINANCIAL ADVISERS PTE. LTD. Full time
Financial Adviser Role

IPP Financial Advisers Pte. Ltd. is seeking an experienced financial adviser to join their expanding team in Singapore. The ideal candidate will have a strong background in wealth management and financial planning, with excellent interpersonal skills and a high level of proficiency in written and spoken English.

Key Responsibilities:

  • Provide quality financial advice to clients, including wealth management and financial planning services.
  • Develop and maintain strong relationships with clients, including senior level executives and high net worth individuals.
  • Conduct thorough financial assessments and create personalized financial plans for clients.
  • Stay up-to-date with industry developments and regulatory requirements, ensuring compliance with all relevant laws and regulations.

Requirements:

  • Relevant tertiary educational qualifications (or equivalent to meet FAA Minimum Entry Requirements).
  • Licence to operate as a financial adviser in Singapore (or have held a license within the last year).
  • High level proficiency in written and spoken English, with fluency in other European languages a positive.
  • Excellent interpersonal skills and ability to communicate effectively with clients.

Preferred Qualifications:

  • Candidates with an existing client base and assets under management in Singapore, with the potential to transfer those to IPP.

Tell Employers What Skills You Have

  • Wealth Management
  • Financial Planning
  • Interpersonal Skills
  • Investments
  • Wealth Accumulation
  • Wealth
  • Risk Management
  • Banking
  • Retirement Planning
  • Financial Advisory
  • Retirement
  • Financial Services