Financial Services Advisor

Summit Planners Maximus; Singapore; Hybrid; SGD 50,000 - 80,000; Full time

Job summary

Summit Planners Maximus in Singapore is seeking a full-time Financial Services Advisor for a hybrid role. You will engage clients to understand their financial goals, assess their situation, and develop tailored plans across savings, investments, protection, and retirement needs.

Day-to-day duties include meeting clients, conducting reviews, recommending suitable products, ensuring compliance, and providing ongoing advice as markets change.

Qualifications

• Strong skills in financial planning and advisory to develop goal-based solutions.
• Solid understanding of finance and investments to analyze products and portfolios.
• Experience in retirement planning and income/asset strategy.

Responsibilities

• Meet clients to assess financial goals and current financial situation.
• Develop tailored financial plans across savings, investments, protection, and retirement.
• Conduct reviews, provide ongoing advice, and adjust strategies as circumstances change.
• Participate in team meetings, training, and business development to grow client base.

Skills

Financial planning

Financial advisory

Retirement planning

Client communication

Integrity & ethics

Independent & collaborative

Education

Finance/Business/Economics degree

Professional certifications (CFP/CFA/CMFAS)

Job description

Company Description

Summit Planners Maximus (SP Maximus) is a branch under the Summit Planners Cluster, representing Manulife Financial Advisers Pte. Ltd. in Singapore. We focuse on delivering accountable, client-centered financial advisory services that aim to exceed expectations.

SP Maximus provides comprehensive financial solutions supported by the global expertise and resources of Manulife. We emphasize professional growth, ethical practice, and long-term client relationships.

More information about the organization and its services is available at www.maximus-group.sg.

Role Description

This is a full-time Financial Services Advisor role based in Singapore, offered on a hybrid work arrangement with some flexibility to work from home. The advisor will engage clients to understand their financial goals, assess their current financial situation, and develop tailored plans across savings, investments, protection, and retirement needs.

Day-to-day responsibilities include meeting clients, conducting financial reviews, recommending suitable financial products and solutions, and ensuring compliance with regulatory and company standards. The role involves monitoring clients’ portfolios, providing ongoing advice, and adjusting strategies as circumstances change. The advisor will also participate in team meetings, training, and business development activities to expand the client base and maintain up-to-date knowledge of market trends and financial instruments.

Qualifications

• Strong skills in Financial Planning and Financial Advisory to develop customized, goal-based solutions for clients.
• Solid understanding of Finance and Investments to analyze products, markets, and portfolio performance.
• Expertise in Retirement Planning to help clients structure income and asset strategies for long-term security.
• Relevant academic background in finance, business, economics, or a related field; professional certifications (e.g., CFP, CFA, CMFAS modules) are an advantage.
• Effective communication and interpersonal skills, with the ability to build trust and maintain long-term client relationships.
• High level of integrity, accountability, and adherence to regulatory and ethical standards in financial advisory work.
• Self-motivated, goal-oriented, and comfortable working both independently and collaboratively in a hybrid environment.