Wealth Management Advisor

4 days ago


Singapore IPP Financial Advisers Full time

1 day ago Be among the first 25 applicants
Direct message the job poster from IPP Financial Advisers
Associate Partner, ChFC | Top 1% globally | Strategic Advisor & Consultant | Top of Table Member |
Company Description
IPP Financial Advisers Pte Ltd, founded in 1983, is Singapore’s most comprehensive licensed financial adviser. With over 40 years in Asia, IPP has built a strong reputation for its expertise in comprehensive financial planning, emphasizing best advice and high levels of ongoing service. The company's in-house Investment Division constantly analyses global markets, funds, and economic data to benefit its clients. IPP manages over $2 Billion in assets and serves more than 50,000 clients worldwide.
Role Description
This is a full-time on-site role for a Wealth Management Advisor located in Singapore. The Wealth Management Advisor will be responsible for developing and implementing personalized financial strategies for clients, providing advice on investments, and managing assets. The role involves conducting financial and retirement planning, assessing financial needs, and offering wealth management services to ensure clients' financial goals are met. The advisor will also stay informed about market trends and economic conditions to provide accurate and up-to-date advice.
Qualifications
Excellent analytical and problem-solving abilities
Outstanding communication and interpersonal skills
Ability to work independently and as part of a team
Relevant certifications in finance or investment (e.g. CFP, CFA) are a plus
Experience in the financial services industry is advantageous
Seniority level
Seniority level Entry level
Employment type
Employment type Full-time
Job function
Job function Finance and Sales
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