全职 Financial Advisor 工作, 薪水, IPP Global Wealth Selangor 公司招聘中 - Ricebowl

Company Description IPP Global Wealth (IPPGW) is the strategic coordination platform built on IPP’s 40-year heritage, established in Singapore in 1983. The firm serves high-net-worth individuals, families, and entrepreneurs with complex cross-border wealth and business interests. IPPGW designs structured frameworks that align licensed advisory entities and specialist professionals within a coherent regulatory ecosystem, enabling disciplined execution across jurisdictions. The company focuses on strategic coordination, integrated execution of advisory, estate planning, corporate structuring, and fiduciary services, and provides institutional-grade access to curated private market and institutional opportunities through licensed and regulated channels. Team members operate in a highly structured environment that emphasizes regulatory compliance, clarity, and long-term client outcomes.

Role Description The Financial Advisor role at IPP Global Wealth is an on-site position based in Petaling Jaya. The Financial Advisor will work with high-net-worth clients to assess their financial goals, risk tolerance, and cross-border considerations, and develop tailored financial plans and investment strategies. Day-to-day responsibilities include conducting client meetings, analyzing financial information, preparing and presenting recommendations, and coordinating with internal specialists to ensure aligned execution across advisory, estate planning, and corporate structuring needs. The role also involves monitoring client portfolios, reviewing plans regularly in light of changing market and regulatory conditions, and maintaining accurate documentation in line with compliance requirements. The Financial Advisor is expected to build long-term client relationships, uphold professional and ethical standards, and contribute to the firm’s collaborative, high-performance culture.

Qualifications

• Demonstrated capability in Financial Planning and Retirement Planning, with a focus on goal-based, long-term strategies.
• Strong foundation in Finance and Investments, including portfolio construction, risk management, and product suitability assessment.
• Proven experience in Financial Advisory, including client consultation, needs analysis, and delivery of structured recommendations.
• Relevant professional certifications (e.g., CFP, RFP, CFA level(s), or local regulatory licenses) are highly beneficial.
• Bachelor’s degree in Finance, Economics, Business, or a related discipline, or equivalent practical experience.
• Excellent analytical, numerical, and problem-solving skills, with attention to detail and regulatory compliance.
• Strong interpersonal and communication skills, with the ability to explain complex concepts clearly to diverse clients.
• Ability to operate in a disciplined, process-driven environment and collaborate effectively within a multi-disciplinary team.
• Experience working with high-net-worth or cross-border clients is an advantage.