Wealth Manager

Company Description IPP Financial Advisers Pte Ltd, established in 1983, is Singapore's leading licensed financial advisory firm with over 42 years of expertise in comprehensive financial planning. Renowned for its emphasis on delivering best-in-class advice and ongoing service, IPP tailors financial strategies to client needs beyond simple product implementation. Supported by an in-house Investment Division, the firm leverages detailed analysis of global markets, funds, and economic trends. With over $2 billion in assets under advice and a global client base exceeding 50,000, IPP remains committed to excellence in financial guidance and client service. Role Description This is a full-time, on-site role based in Singapore, for a Wealth Manager who will advise a diverse base of clients on financial strategies to meet their goals. This includes conducting financial planning, managing investments, providing detailed insurance options, and developing tailored strategies to address client needs. The Wealth Manager will also stay informed about market movements, regulatory changes, and industry trends to provide the highest standard of advice and service. Qualifications Comprehensive knowledge and experience in Financial Planning, including budgeting, retirement planning, and wealth preservation strategiesProficiency in Investment Management and Investments, with the ability to recommend and manage portfolios based on client risk profilesStrong understanding of Finance principles and the ability to analyze financial statements and market trendsExperience in evaluating and advising on Insurance policy options and coverage solutionsExceptional communication and interpersonal skills to build trust and long-term relationships with diverse clientsAbility to work independently, while adhering to regulatory compliance and ethical standardsA relevant degree in Finance, Economics, or a related field; certifications such as CFP or CFA are advantageousSingaporean/PR onlyCapital Markets and Financial Advisory Services (CMFAS) Certification