Financial Advisor

Company Description

IPP Financial Advisers Pte Ltd, founded in 1983, is Singapore's leading licensed financial advisory firm, celebrating over 40 years in Asia. Known for pioneering comprehensive financial planning, IPP is recognized for its expertise, client-centric advice, and quality service beyond product implementation. With over $2 billion in assets under advice and a global client base exceeding 50,000, IPP combines personalized guidance with insights from its dedicated in-house Investment Division that analyzes global markets, funds, and economic trends.

Role Description

This is a full-time hybrid role for a Financial Advisor based in Singapore, with flexibility for some remote work. The Financial Advisor will be responsible for providing clients with personalized financial planning, offering investment and retirement planning advice, and developing tailored strategies to meet clients financial objectives. The role involves understanding the clients financial circumstances, identifying their needs, presenting suitable solutions, and maintaining long-term client relations through continuous guidance and support.

Qualifications

• Strong knowledge of Financial Planning and Retirement Planning
• Expertise in Investments and Financial Advisory
• Proficiency in Finance principles and strategies
• Excellent communication and interpersonal skills to build and maintain client relationships
• Analytical and problem-solving abilities to provide tailored financial solutions
• Relevant certifications or qualifications such as ACCA, CFP®, or other recognized financial advisory credentials
• Ability to adapt to a hybrid working environment
• Experience in assisting clients in Singapore's regulatory context is an advantage