Financial Adviser – Singapore

About the role

We are seeking a full‑time Financial Adviser to join our Singapore office. You will work directly with individual and corporate clients, helping them define financial goals, assess risk appetite, and develop comprehensive wealth‑management strategies.

Key responsibilities

• Conduct in‑depth client meetings to understand financial objectives and current circumstances.
• Design and present tailored financial plans covering investments, insurance, retirement and wealth management.
• Monitor client portfolios, market developments and adjust strategies as needed.
• Maintain accurate client records and ensure compliance with Singapore regulatory requirements.
• Collaborate with internal teams to deliver a seamless, client‑focused experience.

Required profile

• Strong foundation in finance, investments and market analysis.
• Proficiency in financial and retirement planning.
• Experience in providing unbiased financial advisory services.
• Relevant academic background (finance, economics, business) and professional certifications such as CFP, CFA or CMFAS are advantageous.
• Excellent communication skills, high ethical standards and attention to detail.

Required skills

• Financial planning and wealth‑management expertise.
• Investment analysis and risk assessment.
• Regulatory compliance within Singapore’s financial services environment.

What we offer

• Competitive compensation package.
• Opportunities for professional development and certification support.
• A collaborative, people‑centric culture focused on client success.