Financial Consultant (based in Singapore)

Full Job Description

Be part of our world-class financial advisory business...

We are expanding! Whether you’re a solopreneur or run your own Practice of advisors, becoming a financial advisor with St. James’s Place gives you the freedom and support to achieve your personal potential. As of July 2022, we are managing over £150 bn (circa $274bn SGD) of client funds.

Join us and grow your business with a leading wealth management organisation! As a Financial Advisor with St James’s Place Wealth Management, you will be…

• Developing strategies focused on achieving the client’s financial goals.
• Analysing a client’s financial status, developing client value proposition plans based on the understanding of financial data, and discussing financial objectives with the client.
• Advising clients on appropriate investment products, financial and wealth management services/products. This includes preparing and submitting recommendation documents to implement a plan selected by the client.
• Building relationships with clients as you maintain regular contact and revise financial plans based on the modification of client needs or changes in the investment market.

The wealth management services offered by our Financial Advisors include, not limited to: portfolio management, investments, trust & estate planning, pension and pension annuities, long-term care, specialist insurance, and more.

We are looking for candidates…

• At least 3 years’ experience in Financial Services, with previous experience in providing f2f financial advice to clients in other advice firms or Life companies in Singapore.
• Possesses a strong knowledge of financial products enabling you to advise clients in a holistic manner giving them a detailed and diverse plan.
• Self-driven and entrepreneurial person who aims to do what is best for every client with good communication and interpersonal skills enabling you to communicate with confidence at all levels.

For candidates with no or little prior experience, you may check out the SJP Asia Academy.

It will be a bonus if you possess the following:

• M5, M8, M8A, M9, M9A, HI (essential)
• CHFC or CFP accredited (desired)

The support we offer to grow your entrepreneurial aspirations…

• Get bespoke support to smooth your transition to St. James’s Place – with resources from our flagship Asia Academy and in-house Marketing team to help you create an individual sales and marketing strategy for cultivating new client relationships.
• Access to our distinctive award-winning approach to investment management. Find out more about the St. James’s Place Advice Guarantee*.
• Access to research and commentary provided by an industry-leading investment team in Asia and UK.
• Receive technical advice and support from SJP specialist teams.
• Tap on exceptional marketing support, including personalised website, digital content, and client events.
• Own a long-term business plan that will achieve your own personal goals and aspirations through personalised support

Importantly, becoming a financial consultant with St James Place means that you own your own clients. When you look to retire or move on much like a business that you have built yourself, you will have the option of selling your business via our business sale and purchase facility.

(*St. James’s Place guarantees the suitability of the advice given by members of the St. James’s Place Partnership when recommending any of the wealth management products and services available from companies in the group.)

About us

St. James’s Place is a FTSE 100 company and one of the largest wealth management companies in Asia and the UK with over £148 bn (circa $274bn SGD) of client funds under management*. We are now represented by over 4,500 qualified advisers across Partnership and assist over 900,000 clients with their finances, globally.

Questions? Reach out to us at