Financial Advisor

About the role

Alpha Wealth Financial Advisers is seeking a full‑time, on‑site Financial Advisor in Singapore. The role involves meeting clients to understand their financial goals, risk tolerance and life priorities, and creating personalized financial plans and investment strategies.

Key responsibilities

• Conduct comprehensive client meetings to assess objectives, risk profile and life circumstances.
• Develop and present tailored financial, investment, insurance, retirement and legacy plans.
• Perform financial analyses, cash‑flow modelling and portfolio construction.
• Monitor market conditions and client situations, updating plans as needed.
• Maintain strong, compliant client relationships and ensure regulatory adherence.
• Participate in professional development and financial‑literacy initiatives.

Required profile

• Strong foundation in finance and financial advisory.
• Relevant professional certification such as CFP or CFA, or a degree in Finance, Business, Economics or related field.
• Experience in Singapore’s financial services industry is an advantage.
• High ethical standards, attention to detail and commitment to continuous learning.

Required skills

• Financial Planning
• Retirement Planning
• Investment Portfolio Construction
• Risk Management
• CFP certification
• CFA certification