Wealth Advisor
Singapore
Listed on 2026-09-21
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Finance & Banking
Wealth Management, Financial Advisor / Consultant
My client is a reputable firm in the financial industry, specialising in integrated wealth solutions that help clients plan, grow and manage their wealth. They are looking for motivated individuals to join their team as Wealth Advisors and build a career in wealth management and financial advisory.
Role DescriptionThe Wealth Advisor is a full-time, hybrid role based in Singapore, with flexibility for some work-from-home arrangements. The role involves meeting with clients to understand their financial goals, conducting assessments of current portfolios, and developing comprehensive financial plans tailored to individual needs. Day-to-day responsibilities include advising on investment strategies, retirement planning options, and overall wealth management services while ensuring regulatory compliance and ethical standards.
The Wealth Advisor will prepare and present recommendations, monitor client portfolios, provide ongoing reviews, and collaborate with internal teams to deliver high-quality, client-centric solutions.
- 21 years and above (according to industry regulatory requirements)
- Minimum A levels, local diploma or degree in any field
- Excellent communication and interpersonal skills, with a client-focused mindset and the ability to build trusted relationships.
- Ability to work effectively in a hybrid environment, demonstrating self-motivation, integrity, and collaborative teamwork.
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