Wealth Adviser

To apply or find out more, please contact

Leong Jia Wei

(Reg No: R25157456) on

WhatsApp

+65 80358497

or email

[Confidential Information]

I also carry more Junior and Senior variants of this role please browse our Company Page to find out more.

https://www.mycareersfuture.gov.sg/companies/placement-professionals-53226217D

(Mid-Senior Level | Team Leadership& Advisory Growth)

NB. This role is a Commission-based role the Salary Range I included is an average approximate based on past teammates earnings.

Overview

This role offers an opportunity to work as a Wealth Adviser, providing holistic financial planning solutions to clients across areas such as investments, retirement, protection, and estate planning. You will play a key role in guiding clients through complex financial decisions, supported by a team of internal specialists and experts.

The position is suited for experienced professionals with a strong background in financial services who are confident in delivering comprehensive, client-focused advice while ensuring compliance with regulatory standards.

You will work within a collaborative environment supported by subject matter experts, enabling you to deliver well-rounded and high-quality advice. The role emphasizes continuous learning, regulatory compliance, and maintaining high standards of client service.

Key Responsibilities

• Deliver end-to-end financial advisory services, covering investment management, protection planning, and wealth structuring
• Collaborate with internal specialists to design and implement tailored financial strategies for clients
• Provide expert guidance on insurance solutions and advanced financial planning concepts
• Construct and manage customised investment portfolios aligned with clients financial objectives
• Advise on estate and succession planning, including strategies for multi-generational wealth transfer and trust structures
• Develop tax-efficient strategies to optimise clients long-term financial outcomes
• Stay updated on market trends, product developments, tax regulations, and compliance requirements
• Maintain strong communication with clients and internal stakeholders to ensure seamless service delivery and engagement

Requirements

• Relevant industry certifications such as RES5, CM-CIS, CM-LIP or CM-LIC, and HI
• A recognised bachelor's degree or equivalent qualification
• Between 5 to 8 years of experience in insurance and investment product sales (offshore experience is an advantage)
• A solid understanding of financial planning concepts, investment products, and wealth management strategies
• Strong interpersonal, communication, and client relationship management skills