Financial Advisor

Advisors Clique Collective; Singapore; On-site; SGD 60,000 - 100,000; Full time

Job summary

Advisors Clique Collective (ACC) is a premier financial advisory group based in Singapore, delivering tailored financial solutions to individuals and businesses. The Financial Advisor will meet clients, assess needs, and create customized plans spanning savings, investments, insurance, and retirement planning.

Daily activities include reviews, portfolio monitoring, regulatory awareness, and client presentations.

Qualifications

• Strong skills in financial planning and advisory to design client-centric strategies.
• Solid knowledge of finance and investments to analyze options.
• Expertise in retirement planning for long-term security.
• Excellent communication and interpersonal skills to explain concepts clearly.
• Strong analytical, problem-solving, and numerical abilities with attention to compliance.
• Ability to work independently and in a team with ethical conduct.
• Relevant professional certifications or licenses in financial advisory or planning (advantageous).

Responsibilities

• This role meets with clients to understand financial goals and assess their current situation.
• Develops customized financial plans covering savings, investments, insurance, and retirement planning.
• Conducts financial reviews, recommends products/strategies, and monitors portfolios.
• Keeps up-to-date with market trends and regulatory developments.
• Prepares documentation and presentations; collaborates with team to deliver advisory services.
• Participates in client acquisition, networking, and follow-up to build long-term relationships.

Skills

Financial Planning

Financial Advisory

Retirement Planning

Client Communication

Analytical Skills

Regulatory Knowledge

Team Collaboration

Independent Work

Ethical Conduct

Education

Professional certifications/licenses in financial advisory or planning

Job description

Company Description

Advisors Clique Collective (ACC) is a premier group of financial consultants representing Great Eastern Financial Advisers Pte Ltd, focused on building legacies with purpose. ACC combines professional financial expertise with traditional values such as trust, respect, and humility to support individuals, families, and businesses in achieving financial security and significance. The collective is committed to delivering tailored, high-quality financial solutions for clients while fostering a supportive, empowering environment for associates. Guided by seven core values and forward-thinking leadership, ACC continually raises the standard of advisory practice through integrity, collaboration, and continuous growth. Every plan and recommendation is driven by a core principle: always acting in the client’s best interest so that everyone can move forward together.

Role Description

This is a full-time, on-site Financial Advisor role based in Singapore. The Financial Advisor will meet with clients to understand their financial goals, assess their current financial situation, and develop customized financial plans covering areas such as savings, investments, insurance, and retirement planning. Daily responsibilities include conducting financial reviews, recommending appropriate financial products and strategies, monitoring client portfolios, and providing ongoing advice as circumstances change. The role involves staying up to date with market trends and regulatory developments, preparing clear documentation and presentations, and collaborating with team members to deliver high-quality advisory services. The Financial Advisor will also participate in client acquisition activities, networking, and follow-up to build long-term, trust-based relationships.

Qualifications

• Candidates should possess strong skills in Financial Planning and Financial Advisory to design comprehensive, client-centric strategies.
• Candidates should possess solid knowledge of Finance and Investments to analyze options and construct suitable portfolios.
• Candidates should possess expertise in Retirement Planning to help clients prepare for long-term financial security.
• Candidates should possess excellent communication and interpersonal skills to explain complex concepts clearly and build trust with diverse clients.
• Candidates should possess strong analytical, problem-solving, and numerical skills, with attention to detail in documentation and compliance.
• Candidates should possess the ability to work independently and as part of a team, with a growth mindset and commitment to ethical conduct.
• Relevant professional certifications or licenses in financial advisory or planning, and prior experience in financial services, are advantageous.