Financial Advisor

Synergy Financial Advisers Ltd; Singapore; Híbrido; SGD 60.000 - 90.000; Jornada completa

Descripción de la vacante

Synergy Financial Advisers Ltd in Singapore is seeking a Financial Advisor to deliver comprehensive financial planning services. The role involves meeting clients to understand goals, analyzing financial situations, and developing tailored strategies across investments, retirement planning, and risk management.

You will prepare reports, review portfolios, and adjust plans as markets and life events change, while ensuring regulatory compliance.

Formación

• Strong Financial Planning and Financial Advisory skills.
• Solid Finance and Investments skills.
• Expertise in Retirement Planning.
• Strong client relationship management and communication skills.
• Analytical and problem-solving abilities with attention to detail.
• Familiarity with regulatory requirements and ethical standards in financial services.
• Proficiency with digital tools and financial planning software.
• Ideally CFP/CFA or equivalent certifications and degree in Finance/Business/Economics.

Responsabilidades

• Meet with clients to understand financial goals and analyze their situations.
• Develop tailored financial plans and strategies.
• Provide advice on investments, retirement planning, risk management, and overall financial planning.
• Prepare financial reports and review portfolios regularly.
• Adjust plans based on market changes and life events.
• Collaborate with internal teams and use technology tools to enhance advisory services.
• Participate in client acquisition and relationship-building activities.

Conocimientos

Financial Planning

Financial Advisory

Retirement Planning

Client Relationship Mgmt

Communication Skills

Regulatory Knowledge

Analytical Thinking

Ethical Standards

Educación

CFP/CFA or equivalent

Degree in Finance/Business/Economics

Herramientas

Financial planning software

Descripción del empleo

Company Description

Synergy Financial Advisers Ltd is a Singapore-based firm providing comprehensive, one-stop solutions for diverse financial planning needs. The organization emphasizes partnership, technology, and innovation to help clients work toward financial freedom. Guided by the core values of People, Professionalism, and Progress, Synergy aims to be the most admired financial advisory firm in Asia. The firm is distinguished as the only financial advisory company in Singapore certified in the Singapore Quality Class with People and Innovation, and holds Data Protection Trustmark, ISO 9001, and ISO 27001 certifications. These achievements reflect a strong commitment to service quality, data security, and continuous improvement for both clients and team members.

Role Description

The Financial Advisor role is a full-time, hybrid position based in Singapore, with flexibility for some work-from-home arrangements. The Financial Advisor will meet with clients to understand their financial goals, analyze their current financial situation, and develop tailored financial plans and strategies. Daily tasks include providing advice on investments, retirement planning, risk management, and overall financial planning, while ensuring recommendations align with regulatory and compliance requirements. The role involves preparing financial reports, reviewing portfolios regularly, and adjusting plans in response to market changes and client life events. The Financial Advisor will also collaborate with internal teams, use technology tools to enhance advisory services, and participate in client acquisition and relationship-building activities.

Qualifications

• Candidates should possess strong Financial Planning and Financial Advisory skills.
• Candidates should possess solid Finance and Investments skills.
• Candidates should possess expertise in Retirement Planning.
• Candidates should possess strong client relationship management and communication skills.
• Candidates should possess analytical and problem-solving abilities, with attention to detail.
• Candidates should possess familiarity with regulatory requirements and ethical standards in financial services.
• Candidates should possess proficiency with digital tools and financial planning software.
• Candidates should ideally have relevant certifications (e.g., CFP, CFA, or equivalent) and a degree in Finance, Business, Economics, or a related field.