Financial Advisor

Summit Planners Pte Ltd; Singapore; Hybrid; SGD 60,000 - 90,000; Full time

Job summary

Summit Planners Pte Ltd in Singapore is seeking a Financial Advisor to join our hybrid team. The role involves meeting clients, assessing financial goals, and recommending strategies across investments, retirement planning, insurance, and estate planning.

You will prepare plans, monitor portfolios, conduct reviews, stay updated on products and regulations, and build lasting client relationships while upholding high ethical standards.

Qualifications

• Proven ability to design client-centered financial solutions.
• Knowledge of investments, retirement planning, and risk management.
• Familiarity with regulatory requirements in Singapore.
• Strong analytical and numerical problem-solving skills.
• Excellent communication and relationship-building abilities.

Responsibilities

• Meet with clients to assess financial goals and current situation.
• Recommend strategies across investments, retirement, insurance, and estate planning.
• Prepare financial plans and reports; monitor portfolios and conduct reviews.
• Prospect for new clients and maintain long-term relationships.
• Stay informed on financial products and regulatory changes.

Skills

Financial Planning

Financial Advisory

Investment Planning

Retirement Planning

Portfolio Construction

Regulatory Knowledge

Interpersonal Skills

Integrity

Education

Finance degree or diploma

Job description

Company Description

Summit Planners Pte Ltd, founded in 1994 by four visionary professionals, is one of the few firms in Singapore offering one‑stop, integrated financial services to both businesses and individuals. The company provides a comprehensive suite of services to business owners, including accounting, corporate secretarial and tax services, banking and finance consultancy, corporate risk management, estate planning and trusts, general insurance, real estate, training and publications, employment services, and medical concierge services. Through a unique advisory platform, Summit Planners offers individual clients end‑to‑end financial planning solutions covering debt planning, wealth management, investment planning, retirement planning, education planning, estate planning, cash flow planning, and tax planning. Applicants can expect to join a firm focused on helping clients reach long‑term financial success through holistic and tailored strategies.

Role Description

The Financial Advisor role at Summit Planners Pte Ltd is a full‑time hybrid position based in Singapore, with a mix of in‑office and work‑from‑home arrangements. Day‑to‑day responsibilities include meeting with clients to assess their financial goals, analyzing their current financial situation, and recommending suitable strategies across areas such as investments, retirement planning, insurance coverage, and estate planning. The Financial Advisor will prepare financial plans and reports, monitor clients’ portfolios, and conduct regular reviews to ensure alignment with changing needs and market conditions. The role also involves staying informed about financial products, regulatory changes, and economic trends, as well as collaborating with internal specialists to deliver integrated solutions. Prospecting for new clients, maintaining strong client relationships, and upholding high ethical and professional standards are key aspects of this position.

Qualifications

• Strong skills in Financial Planning and Financial Advisory, with the ability to design comprehensive, client‑centered solutions.
• Solid understanding of Finance and Investments, including risk assessment and portfolio construction.
• Experience in Retirement Planning, with the capability to structure long‑term income and protection strategies.
• Relevant professional certifications or licences in financial advisory or planning (e.g., CFPCM, CIWM, or equivalent) are advantageous.
• Excellent analytical, numerical, and problem‑solving abilities, with attention to detail and accuracy.
• Effective communication and interpersonal skills, with the ability to build trust and long‑term client relationships.
• High level of integrity and adherence to regulatory and compliance requirements in Singapore.
• Degree or diploma in Finance, Business, Economics, or a related discipline preferred; fresh graduates with strong motivation to learn are welcome.