Financial Advisor

Company Description Alpha Wealth Financial Advisers is a team of experienced professionals providing personalized financial planning and investment management services tailored to each client’s lifestyle and goals. The firm operates on core values of Abundance, Wisdom, Focus, and Appreciation, emphasizing a client-centric approach built on trust and understanding. Alpha Wealth’s vision is to empower clients through financial literacy, offering education and tools on budgeting, saving, investing, and managing debt. The company delivers comprehensive consultancy across investments, insurance, retirement planning, and legacy planning, collaborating with multiple life and general insurers and CIS platforms to provide diverse, high-quality solutions.

Role Description This is a full-time, on-site Financial Advisor role based in Singapore. The Financial Advisor will meet with clients to understand their financial objectives, risk tolerance, and life priorities, and develop tailored financial plans and investment strategies. Responsibilities include advising on investments, insurance, retirement planning, and legacy planning, as well as reviewing and updating plans in response to changing market conditions and client circumstances. The individual will conduct financial analyses, prepare proposals and reports, and present recommendations in a clear and accessible manner. The role also involves maintaining strong client relationships, ensuring compliance with regulatory requirements, and participating in ongoing professional development and financial literacy initiatives.

Qualifications

• Strong foundation in Finance and Financial Advisory , with the ability to interpret financial data and provide objective recommendations.
• Proficiency in Financial Planning and Retirement Planning , including goal-setting, cash flow analysis, and long-term wealth strategies.
• Knowledge of Investments , including portfolio construction, risk management, and suitability assessment for different client profiles.
• Relevant professional certifications (e.g., CFP, CFA, or equivalent) and/or a degree in Finance, Business, Economics, or a related discipline.
• Strong communication and interpersonal skills, with the ability to explain complex concepts clearly and build long-term client relationships.
• High ethical standards, attention to detail, and commitment to regulatory compliance and continuous learning.
• Experience in the Singapore financial services industry and familiarity with local regulations and products is an advantage.