Client Advisory Manager, Financial Planning

Success Human Resource Centre; Singapore; On-site; SGD 55,800 - 167,400; Full time

Job summary

Success Human Resource Centre Pte Ltd. is seeking candidates for a permanent role involving comprehensive financial assessments and developing tailored financial plans. This position, based in Habourfront, offers a flexible working schedule and the opportunity to build long-term relationships with clients while ensuring legal compliance.

Applicants with GCE A levels and strong interpersonal skills are encouraged, even if they lack experience. This role provides a pathway into financial advisory with ongoing support and education.

Qualifications

• Open to candidates with no experience.
• Strong analytical and problem-solving skills required.
• Excellent interpersonal and communication skills are essential.

Responsibilities

• Conduct thorough financial assessments of clients.
• Develop tailored financial plans covering various aspects.
• Recommend suitable financial products based on clients’ needs.
• Monitor and review clients’ portfolios regularly.
• Communicate complex financial information clearly.
• Foster long-term relationships with clients.
• Ensure compliance with legal and regulatory requirements.

Skills

Interpersonal and communication skills

Analytical and problem-solving skills

Proficiency in Microsoft Office

Education

Minimum GCE A level

Job description

Success Human Resource Centre Pte Ltd. is seeking candidates for a permanent role involving comprehensive financial assessments and developing tailored financial plans. This position, based in Habourfront, offers a flexible working schedule and the opportunity to build long-term relationships with clients while ensuring legal compliance.

Applicants with GCE A levels and strong interpersonal skills are encouraged, even if they lack experience. This role provides a pathway into financial advisory with ongoing support and education.