Independent Financial Advisor

Responsibilities

• Deliver personalized investment and financial planning support to clients.
• Assist investment professionals in nurturing and maintaining client relationships.
• Craft accurate, client-focused financial plans.
• Advise clients on medium- to long-term financial solutions.
• Expand client base and promote international financial products.

Qualifications

• 2+ years of experience in wealth management, financial advisory, or investment solutions.
• Deep understanding of the investment landscape.
• Exceptional communication and interpersonal skills.
• Fluent in English, both written and spoken.
• Client-focused, self-motivated, and results-oriented.
• Applicants should have at least three (3) years client-facing experience in wealth management or life insurance advisory, with recognised investment qualifications (e.g., CISI, CII, or equivalent).