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Wealth Management Consultant

Salary undisclosed

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Company Description

IPP Financial Advisers Pte Ltd, founded in 1983, is Singapore’s most comprehensive licensed financial adviser. Celebrating over 40 years in Asia, IPP is renowned for its expertise in comprehensive financial planning, providing best advice and high levels of ongoing service. Clients benefit from IPP’s in-house Investment Division, which consistently analyzes global markets, funds, and economic data. With over $2 billion in assets under advice and more than 50,000 clients worldwide, IPP has built a strong reputation for knowledge, advice, and service in the region.

Role Description

This is a full-time hybrid role for a Wealth Management Consultant based in Singapore, with some work-from-home flexibility. The Wealth Management Consultant will be responsible for advising clients on financial planning, retirement planning, and investment management. Daily tasks include consulting with clients to assess their financial needs, developing personalized financial strategies, managing investment portfolios, and providing continuous support to ensure clients meet their financial goals.

Qualifications

  • Expertise in Financial Planning and Retirement Planning
  • Strong knowledge in Finance and Investments
  • Excellent Consulting skills
  • Exceptional communication and interpersonal abilities
  • Professional certifications (e.g., CFP, CFA) are advantageous
  • Experience in wealth management or a related field
  • Ability to work independently and collaboratively in a hybrid work environment
  • Bachelor's degree in Finance, Business, Economics, or related field

Company Description

IPP Financial Advisers Pte Ltd, founded in 1983, is Singapore’s most comprehensive licensed financial adviser. Celebrating over 40 years in Asia, IPP is renowned for its expertise in comprehensive financial planning, providing best advice and high levels of ongoing service. Clients benefit from IPP’s in-house Investment Division, which consistently analyzes global markets, funds, and economic data. With over $2 billion in assets under advice and more than 50,000 clients worldwide, IPP has built a strong reputation for knowledge, advice, and service in the region.

Role Description

This is a full-time hybrid role for a Wealth Management Consultant based in Singapore, with some work-from-home flexibility. The Wealth Management Consultant will be responsible for advising clients on financial planning, retirement planning, and investment management. Daily tasks include consulting with clients to assess their financial needs, developing personalized financial strategies, managing investment portfolios, and providing continuous support to ensure clients meet their financial goals.

Qualifications

  • Expertise in Financial Planning and Retirement Planning
  • Strong knowledge in Finance and Investments
  • Excellent Consulting skills
  • Exceptional communication and interpersonal abilities
  • Professional certifications (e.g., CFP, CFA) are advantageous
  • Experience in wealth management or a related field
  • Ability to work independently and collaboratively in a hybrid work environment
  • Bachelor's degree in Finance, Business, Economics, or related field