Client Adviser

Company Description IPP Global Wealth (IPPGW) is the cross-border wealth coordination platform of IPP, building on a 40-year heritage established in Singapore in 1983. The firm serves high-net-worth individuals, families, and entrepreneurs with complex international wealth and business interests. IPPGW designs structured frameworks that align licensed advisory entities and professional specialists within a clear regulatory ecosystem, enabling disciplined execution across jurisdictions. Its approach focuses on mapping ownership exposures, regulatory considerations, and inter-jurisdictional alignment before coordinating implementation. Where suitable, IPPGW provides institutional-grade access to curated private market and institutional opportunities strictly through licensed and regulated channels.

Role Description The Client Adviser role is a hybrid position based in Petaling Jaya, with a mix of in-office and work-from-home arrangements.

The Client Adviser will engage directly with clients to understand their financial needs, cross-border considerations, and long-term goals, and then help coordinate appropriate solutions within the IPPGW ecosystem. Day-to-day responsibilities include managing client relationships, conducting needs analysis, investment, insurance and wealth advisory and following up to ensure timely implementation and ongoing service.

The Client Adviser will also be expected to uphold high standards of professionalism, confidentiality, and ethical conduct.

Qualifications

• Strong Client Relations and Customer Satisfaction skills to build trust, maintain long-term relationships, and respond effectively to client needs.
• Sales & Marketing and Excellent Communication including clear verbal and written communication, active listening, and professional client interaction.
• Knowledge of Investment & Insurance products and concepts, particularly in the context of wealth accumulation , protection, presevation, distribution and financial planning.
• Relevant experience in financial services, wealth management, investment or insurance advisory is an advantage.
• Ability to work effectively in a hybrid environment, manage time independently, and coordinate with cross-functional teams.
• Strong analytical and problem-solving skills, with attention to detail and comfort working with financial information.
• Professional certifications like CFP, RFP or licenses related to financial advisory, investments or insurance are beneficial.
• Commitment to ethical conduct, regulatory compliance, and continuous professional development.