jobs in IPP Financial Advisers

Full Time Wealth Management Advisor Jobs, in IPP Financial Advisers - Ricebowl

Wealth Management Advisor

IPP Financial Advisers

Undisclosed

Full Time

Singapore

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Working Location

  • Singapore

Job Description

Responsibilities

Company Description IPP Financial Advisers Pte Ltd is Singapore’s most complete licensed financial adviser, with over 40 years of presence in Asia since its founding in 1983. The firm is a pioneer in comprehensive financial planning and is known for delivering knowledgeable, advice-driven, and service-focused solutions rather than purely product implementation. Clients benefit from an in-house Investment Division that actively analyzes global markets, funds, and economic data to support informed decisions. IPP manages in excess of $2 billion in assets under advice and serves more than 50,000 clients worldwide, offering opportunities to work with a diverse and international client base. More information about IPP Financial Advisers is available at *************


Role Description This is a full-time, on-site Wealth Management Advisor role based in Singapore. The Wealth Management Advisor will engage with new and existing clients to understand their financial goals, assess their current financial situation, and develop tailored financial plans. Daily responsibilities include providing advice on investments, retirement planning, protection and wealth accumulation strategies, as well as reviewing and updating client portfolios regularly. The role involves collaborating with the in-house Investment Division to translate market insights into suitable recommendations, preparing clear proposals and reports, and ensuring all advice complies with regulatory and company standards. The advisor will also participate in client events, follow up on enquiries, and maintain long-term relationships through ongoing service and proactive commu

nication.


Qualifications

  • Candidates should possess strong communication skills, with the ability to analyze client needs and create comprehensive, goal-based plans.
  • Candidates should possess Retirement Planning expertise, including designing sustainable income strategies and long-term protection solutions.
  • Candidates should possess solid Investments and Finance knowledge, with familiarity in asset allocation, risk assessment, and portfolio management.
  • Candidates should possess experience providing Wealth Management Services, including advisory on savings, protection, estate, and legacy planning.
  • Relevant academic background in Finance, Economics, Business, Accounting, or a related field; professional certifications (e.g., CFP, CFA, ChFC) are advantageous.
  • Strong client-facing skills, including clear communication, relationship building, and the ability to explain complex concepts in accessible terms.
  • High ethical standards, attention to detail, and commitment to regulatory compliance and best-advice practices.
  • Ability to work independently and as part of a team, with strong organizational skills and proficiency in using financial planning and CRM tools.

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