Job Description

Just Honest Advice.
Our aim is to be the top choice for honest, holistic financial planning for young adults and expats working in Singapore.
Our clients are lifelong: Client Today, Client Always. A Lifelong Journey with Us.

All new employees will undergo: * Personality Profiling Test

• 1-1 training with industry experts
• Tailored training for 6 months (before being allowed to advise freely

In the end you will be able to give advice on:
Investments (ETF, Unit Trust, Bonds, Alternative investments)
Insurance (Life insurance, Critical Illness, Healthcare, Legacy Planning)
Savings (Retirement planning, Annuities, Endowments)



1-1 training. Wealth Planner (SG/overseas clients)

Responsibilities: * Client Consultation: Conduct in-depth consultations with clients to understand their financial objectives, risk tolerance, and current financial situation.

• Financial Analysis: Analyze clients\' financial status by evaluating their income, expenses, investments, insurance coverage, and tax strategies.
• Goal Setting: Collaborate with clients to define short-term and long-term financial goals, such as retirement planning, education funding, estate planning, and wealth accumulation.
• Customized Planning: Develop personalized financial plans that encompass investment strategies, risk management, retirement planning, tax optimization, and estate planning.
• Investment Strategies: Recommend appropriate investment portfolios based on clients\' risk profiles, financial goals, and market trends, while keeping their preferences and time horizon in mind.
• Regular Monitoring: Continuously review and monitor clients\' financial plans and investment portfolios to ensure alignment with their objectives and adjust strategies as needed.
• Financial Education: Educate clients about financial concepts, investment options, and potential risks, empowering them to make informed decisions.
• Compliance and Regulations: Stay updated on financial regulations, industry trends, and best practices to ensure adherence to legal and ethical standards.
• Client Relationships: Foster strong, long-term relationships with clients by providing exceptional service, addressing inquiries, and adapting strategies to changing circumstances.
• Networking: Collaborate with other professionals, such as attorneys and accountants, to provide comprehensive financial solutions and enhance client outcomes.

Application Instructions

Please apply for this position by submitting your text CV using InternSG.
or email me directly

InternSG