Financial Advisor: Client Planning & Retirement Specialist

finexis advisory Pte Ltd; Singapore; On-site; SGD 60,000 - 90,000; Full time

Job summary

finexis advisory Pte Ltd is seeking a Financial Advisor in Singapore. The role focuses on financial planning, retirement planning, investment advice, and comprehensive advisory services within an on‑site, full‑time capacity.

Candidates will routinely assess client financial situations and craft tailored plans while maintaining ongoing client relationships. Key requirements include strong analytical and communication skills, and a track record in financial advisory.

Qualifications

• Proficiency in Financial Planning and Financial Advisory.
• Knowledgeable in Finance, Investments, and Retirement Planning.
• Excellent analytical and problem solving skills.
• Strong communication and interpersonal skills.
• Ability to build and maintain client relationships.
• CFP certification or equivalent is beneficial.
• Experience in financial advisory or related field is a plus.

Responsibilities

• Provide financial planning, retirement planning, investment advice, and overall financial advisory services.
• Assess clients’ financial situations and develop tailored financial plans.
• Maintain long‑term client relationships and schedule regular meetings.
• Stay updated on financial products and market trends.

Skills

Financial Planning

Financial Advisory

Investments

Retirement Planning

Communication

Interpersonal Skills

Client Relationships

CFP Certification

Job description

finexis advisory Pte Ltd is seeking a Financial Advisor in Singapore. The role focuses on financial planning, retirement planning, investment advice, and comprehensive advisory services within an on‑site, full‑time capacity.

Candidates will routinely assess client financial situations and craft tailored plans while maintaining ongoing client relationships. Key requirements include strong analytical and communication skills, and a track record in financial advisory.