Wealth Management Consultant

Company Description Infinity Financial Advisory is focused on building an integrated ecosystem that offers a full suite of advisory and support capabilities for wealth management professionals. The firm is committed to enabling consultants to succeed at every stage of their careers through structured support, resources, and collaboration. With a vision of “Limitless Boundaries, Absolute Impact,” Infinity Financial Advisory emphasizes innovation and meaningful client outcomes. Prospective team members can learn more about the organization and its culture via the company’s online channels and direct contact with its team.Role Description The Wealth Management Consultant is a full-time, hybrid role based in Singapore, with flexibility for some work-from-home arrangements. In this position, the consultant will provide personalized financial and retirement planning advice, develop investment strategies, and deliver holistic wealth management solutions tailored to clients’ goals and risk profiles. Day-to-day responsibilities include meeting with clients to assess their financial situations, preparing and presenting advisory reports, monitoring portfolio performance, and recommending adjustments based on market developments and life changes. The role also involves ongoing consulting support, collaborating with internal teams to leverage advisory tools, staying updated on financial regulations and products, and maintaining accurate documentation and compliance standards.Qualifications Candidates should possess strong skills in Financial Planning and Retirement Planning to design comprehensive, long-term strategies for clients.Candidates should have solid Finance and Investments expertise to analyze markets, select appropriate products, and construct diversified portfolios.Candidates should demonstrate Consulting abilities to understand client needs, communicate complex concepts clearly, and build trusted advisory relationships.Relevant academic background in Finance, Business, Economics, or a related field; professional certifications (e.g., CFP, CFA) are an advantage.Excellent analytical, communication, and interpersonal skills, with a client-centric approach and high ethical standards.Ability to work effectively in a hybrid environment, manage multiple client engagements, and adapt to evolving regulatory and market conditions.