License Financial Adviser

Overview

Company Description : IPP Global Wealth is Singapore’s trailblazer in comprehensive financial planning. Established in 1983, the firm emphasizes professionalism, integrity, and expertise, drawing top financial planners and insurance advisers from across the region. A milestone, the launch of IPP Global Wealth in 2025 targets high-net-worth individuals and mass-affluent clients throughout Asia, offering tailored advisory services, estate planning, and investment management.

Role Description

This is a full-time hybrid role located in Greater Kuala Lumpur with some work-from-home flexibility. The Licensed Financial Adviser will be responsible for providing comprehensive financial planning and advisory services to clients. Day-to-day tasks include developing customized financial plans, advising on investments, managing retirement planning, and conducting financial reviews. The advisor will also manage client relationships, ensuring their financial goals are met through diligent analysis and continuous monitoring.

Qualifications

• Financial Planning and Financial Advisory skills
• Finance and Investments expertise
• Retirement Planning capabilities
• Excellent communication and interpersonal skills
• Ability to work independently and manage multiple clients
• Relevant professional certifications (e.g., CFP, ChFC) are a plus
• Bachelor\'s degree in Finance, Economics, or related field

Seniority level

Employment type

Job function

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