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Financial Advisor
IPP Financial Advisers
Posted
yesterday

Singapore, Singapore

Remote

SGD 5K

Full Time

Job Categories

Finance Consulting Sales Advisory Customer

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Sema Summary

The Financial Advisor role at IPP Financial Advisers requires individuals to provide expert financial guidance and support to clients. Responsibilities include creating investment strategies, managing client relationships, and providing financial planning services. Candidates should ideally have a background in finance and strong interpersonal skills. This full-time position is hybrid, allowing for flexibility between in-office and remote work. A competitive salary package starting at SGD5000 is offered.

About Company

IPP Financial Advisers is a leading financial advisory firm known for empowering clients to make informed financial decisions and achieve their financial goals.

Core Requirements

Degree in Finance or related field
Strong communication skills
Client management experience
Knowledge of investment products
Financial planning certification

Responsibilities

Provide tailored advice on financial products
Develop financial plans for clients
Manage and grow client portfolios
Maintain up-to-date knowledge of market trends
Conduct client meetings to review financial strategies
Collaborate with colleagues on investment opportunities
Ensure compliance with financial regulations

Must Have skills

Financial analysisCommunicationInvestment knowledgeClient relationsProblem-solving

Nice To Have Skills

Sales experienceTeam collaborationNegotiation skillsNetworkingPresentation skills

Job Keywords

financial consultinginvestment strategiesclient managementfinancial planningsales

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