Strategic Wealth Planner & Client Advisor

IPP Financial Advisers is looking for a full-time Wealth Management Advisor based in Singapore. The role involves engaging clients to discern their financial goals while providing tailored recommendations across wealth accumulation, protection, and legacy planning. Daily tasks include preparing financial plans, reviewing client portfolios, and monitoring investment performance.

Candidates should possess strong financial planning skills and relevant academic backgrounds, with a commitment to high ethical standards and client-centric service. Professional certifications are a plus.