Kerja Sepenuh Masa, Wealth Management Advisor di Infinity Financial Advisory - Maukerja

Company Description Infinity Financial Advisory is focused on building an integrated ecosystem that offers a full suite of advisory-support capabilities to clients and consultants. The firm emphasizes innovation, collaboration, and sustainable impact within the wealth management industry. Infinity Financial Advisory is committed to supporting consultants at every stage of their careers through resources, mentorship, and professional development. Prospective team members can learn more about the organization and its services via its online channels or by contacting the firm directly.
Role Description This is a full-time, on-site Wealth Management Advisor role based in Singapore. The Wealth Management Advisor will work closely with clients to understand their financial goals, assess their current financial situation, and develop tailored financial and retirement plans. Daily responsibilities include advising on investment strategies, recommending suitable wealth management solutions, and monitoring client portfolios to align with changing needs and market conditions. The role involves conducting regular client reviews, preparing presentations and reports, and staying updated on financial products, regulatory developments, and industry trends. The advisor will collaborate with internal teams to deliver integrated advisory services and maintain long-term, trust-based client relationships.
Qualifications

• Candidates should possess skills in Financial Planning and Retirement Planning to design comprehensive, goal-based advisory solutions for clients.
• Candidates should possess skills in Investments and Finance to analyze markets, evaluate products, and construct suitable portfolios.
• Candidates should possess skills in Wealth Management Services to deliver holistic advisory, including risk management, asset allocation, and ongoing relationship management.
• Relevant academic background in Finance, Economics, Business, or a related field; professional certifications (e.g., CFP, CFA, or equivalent) are an advantage.
• Strong analytical, communication, and interpersonal skills, with the ability to explain complex financial concepts clearly and build client trust.
• High ethical standards, attention to detail, and a client-centric mindset, with the ability to work independently and within a team.
• Prior experience in financial advisory, banking, or wealth management is preferred but not strictly required for highly motivated candidates with transferable skills.