Financial Advisor

Manulife Singapore; Singapore; Hybrid; SGD 22,000 - 50,000; Part time

Job summary

Manulife Singapore is seeking a part-time Financial Advisor in a hybrid setup in Singapore. You will deliver personalized financial advice on insurance, investments, and retirement planning and build long-term client relationships.

You will meet clients, analyze needs, tailor plans, and collaborate with internal teams to ensure compliant, high-quality service while staying current with market trends.

Qualifications

• Strong skills in Financial Planning and Financial Advisory to assess client needs and develop comprehensive solutions.
• Knowledge of Finance and Investments to design appropriate portfolios and explain products clearly to clients.
• Experience or training in Retirement Planning to help clients prepare for life stages and long-term goals.
• Relevant professional certifications (e.g., CFP, CFA, or local licenses) are advantageous.
• Excellent communication, interpersonal, and client relationship management skills.
• Ability to work independently in a hybrid, part-time capacity.

Responsibilities

• Meet with clients to assess financial needs and goals.
• Develop tailored financial and retirement plans aligned with life stages.
• Recommend suitable Manulife products and services.
• Monitor portfolios and conduct periodic reviews with clients.
• Maintain documentation and comply with regulatory requirements.

Skills

Financial Planning

Financial Advisory

Retirement Planning

Client Relationship Management

Communication

Hybrid/Part-time work mindset

Job description

Company Description

Manulife is a leading international financial services provider dedicated to helping people make confident decisions about education, healthcare, investing, and retirement. With global headquarters in Toronto, Canada, Manulife provides financial advice and insurance across Canada, Asia, and Europe, and operates primarily as John Hancock in the United States. The company has more than 160 years of experience and is publicly traded on major stock exchanges including Toronto, New York, Hong Kong, and the Philippines. In Singapore, Manulife has been serving customers since 1899 and has grown into a leading life insurer offering a broad range of insurance, retirement, and wealth management solutions. Manulife Singapore distributes its solutions through its own financial adviser representatives and specialist partners such as banks and other financial advisory firms.

Role Description

This is a part-time Financial Advisor role based in Singapore with a hybrid work arrangement, combining on-site client engagement and some work-from-home flexibility. The Financial Advisor will provide personalized financial advice, including insurance, investment, and retirement solutions, aligned with clients’ life stages and goals. Day-to-day responsibilities include meeting with clients, assessing their financial needs, developing tailored financial and retirement plans, and recommending suitable Manulife products and services. The role involves monitoring clients’ portfolios, conducting periodic reviews, and staying current with market trends, regulatory requirements, and product offerings. The Financial Advisor will collaborate with internal teams and distribution partners while maintaining accurate documentation and delivering a high standard of ethical and professional service.

Qualifications

• Strong skills in Financial Planning and Financial Advisory to assess client needs and develop comprehensive solutions.
• Knowledge of Finance and Investments to design appropriate portfolios and explain products clearly to clients.
• Experience or training in Retirement Planning to help clients prepare for different life stages and long-term goals.
• Relevant professional certifications (e.g., CFP, CFA, or local financial advisory licenses) are advantageous.
• Excellent communication, interpersonal, and client relationship management skills.
• Ability to work independently in a hybrid environment and manage time effectively in a part-time capacity.
• High level of integrity, commitment to regulatory compliance, and alignment with Manulife’s customer-centric values.
• Prior experience in insurance, wealth management, or banking in Singapore is an asset.