Wealth Advisor

placeToa Payoh scheduleFull-time calendar_month23/4/26

This is an exciting opportunity for a seasoned professional to apply their fiduciary, wealth management, tax planning, and high net worth knowledge to a diverse and high-profile client base

The ideal candidate will have a minimum of 4 years of experience in the finance industry, with a proven track record of managing and growing client relationships, providing strategic financial advice, and maintaining the highest standards of ethics and professionalism
Bachelor’s degree in Business, Finance, Accounting, or related field
Minimum of 4 years of experience in financial planning or wealth management, with specific experience working with high-net-worth clients
In-depth knowledge of financial planning, tax planning, estate planning, and investment management
Proven ability to act as a fiduciary, with a strong commitment to ethical behavior and compliance with all financial regulations
Excellent interpersonal and communication skills, with the ability to build strong relationships with clients and team members
Strong analytical and problem-solving skills, with the ability to interpret complex financial information and provide clear, strategic advice
Proficient in financial planning software and Microsoft Office Suite
Self-motivated and goal-oriented, with a proven track record of business development and client retention
Must be based in Singapore

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