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Financial Advisor

Financial Alliance Pte Ltd · Singapour

Hybrid 🇬🇧 English

Job description

About the role

Financial Alliance is seeking a full‑time Financial Advisor to join its hybrid team in Singapore. In this client‑focused position you will deliver comprehensive financial planning services, helping individuals and corporate clients achieve their financial objectives.

Key responsibilities

  • Conduct thorough financial assessments for clients.
  • Develop personalized financial plans covering retirement, investments and wealth management.
  • Provide ongoing consulting and guidance to support clients in meeting their financial goals.
  • Stay updated on market trends and product offerings to deliver unbiased advice.

Required profile

  • Strong knowledge of finance and investments.
  • Excellent interpersonal and communication abilities.
  • Ability to work independently and manage a client portfolio.
  • Experience in financial advisory or a related field is a plus.
  • Bachelor’s degree in Finance, Economics, Business or a related discipline.
  • Relevant certifications such as CFP or CFA are advantageous.

Required skills

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    Published 3 months ago

    48 views · 0 interested

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    Financial Alliance Pte Ltd

    Singapour