Financial Advisor

About the role

We are seeking a full‑time Financial Advisor to join our Singapore office. You will work directly with clients to understand their financial goals, risk tolerance, and life stage, delivering personalized plans that cover savings, investments, insurance, and retirement.

Key responsibilities

• Meet clients to assess financial objectives and risk profiles.
• Develop comprehensive, goal‑based financial plans.
• Recommend suitable financial products and investment strategies.
• Conduct regular reviews to keep plans aligned with market changes and client needs.
• Educate clients on financial concepts and maintain accurate documentation.
• Ensure compliance with regulatory and internal standards.
• Collaborate with team members and participate in training initiatives.

Required profile

• Relevant tertiary qualification in Finance, Business, Economics or related field.
• Professional certifications such as CFP, CFA or local equivalents are a plus.
• Strong interpersonal and communication skills with the ability to explain complex concepts clearly.
• High integrity, professionalism, and commitment to ethical advisory practices.
• Self‑motivated, analytical, detail‑oriented and able to work both independently and as part of a team.
• Eligibility to be licensed or already licensed as a Financial Consultant under Singapore regulations.

Required skills

• Financial Planning
• Financial Advisory
• Retirement Planning