Financial Advisor
Kubinix, an independent, MAS-licensed wealth-advisory practice in Singapore, is looking for a client-centric Financial Adviser to craft and execute holistic investment and financial-planning strategies, deepen existing relationships, and co-create new business initiatives.
Responsibilities:
Serve as the first point of contact for a portfolio of high-net-worth clients.
Drive integrated planning across investments, CPF optimisation, SRS draw-down, tax-efficient structuring, estate planning, insurance and employee benefits.
Construct bespoke portfolios that pass the firm’s risk-budgeting and ESG screens.
Opportunity to specialise in a technical track:
– Investments: sit on the investment committee and cover a regional or asset-class sleeve.
– Financial Planning: become the internal SME for cross-border estate or CPF/LTVP matters.
– Business Development: partner with external accountants, lawyers and family offices to originate new mandates.
Qualifications:
Minimum 3 years of Singapore or Hong Kong private-wealth experience with proven client-relationship skills.
CFP®, CFA®, or ChFC® credential (or exam passed).
Bachelor’s degree from an accredited university.
Meticulous, organised, team-oriented.
Highest ethical standards and a demonstrable “client-first” mindset.
Compensation & Benefits:
Base salary SGD 135 k – 195 k per annum (excluding performance bonus).
Full-fee AUM trail sharing (no proprietary-product quotas).
Benefits: full hospital & surgical plan (no co-pay), dental, vision, group life, AD&D, long- and short-term disability, flexible spending account, and 15 % employer CPF contribution.
18 days annual leave, flexible work-from-home after probation, annual training budget (IBF/CFA/CFP), and access to family-office co-investment deals.
