Financial Advisor

Company Description

IPP Financial Advisers Pte Ltd is Singapore's most comprehensive licensed financial adviser, with over 40 years of experience in Asia. Known for expertise, reliable financial advice, and exceptional customer service, the firm specializes in holistic financial planning. With an in-house Investment Division analyzing global markets and economic trends, IPP ensures tailored investment strategies for its clients. Currently managing over $2 billion in assets and serving more than 50,000 clients globally, IPP continues to uphold its commitment to providing high-quality advisory services.

Role Description

This is a full-time hybrid role for a Financial Advisor based in Singapore, with the flexibility to work partly from home. The Financial Advisor will provide clients with personalized financial planning and advisory services, including investment strategies and retirement planning. Responsibilities include evaluating financial portfolios, understanding client needs, monitoring investment performance, and maintaining strong and lasting client relationships. The role requires staying current with financial trends and market changes to provide informed and proactive advice.

Qualifications

• Expertise in Financial Planning and Retirement Planning
• Proficiency in Finance and Investments
• Experience in Financial Advisory and client relationship management
• Strong analytical, problem-solving, and decision-making skills
• Exceptional communication and interpersonal skills
• Ability to work independently and adapt to a hybrid work setup
• Relevant certifications such as CFP®, CFA®, or other financial advisory qualifications are an advantage
• Knowledge of Singapore's financial regulations and markets is highly desirable