Financial Services Consultant

Summit Planners Maximus; Singapore; On-site; SGD 60,000 - 120,000; Full time

Benefits offered by this job

Structured capability development

Advanced training pathways

Leadership progression opportunities

Job summary

Summit Planners Maximus seeks a fully trained Financial Planner to provide regulated advisory services at Manulife, covering protection, health, wealth, retirement and legacy needs. You will conduct needs analyses, deliver suitable recommendations and maintain compliant client records.

Join a global consultancy with premium office facilities, structured capability development, training pathways and opportunities for leadership progression within a collaborative advisory team.

Qualifications

• A degree or full diploma (minimum 2 years) in any field with 900hrs study, 50% exam based.
• Interest in client engagement and advisory services.
• Familiarity with platform-based or multi-insurer advisory environments is a plus.

Responsibilities

• Conduct consultations, fact-finding and risk profiling.
• Develop and present tailored financial planning recommendations.
• Manage servicing, claims support and portfolio reviews.
• Build and retain client relationships through networking and referrals.
• Maintain documentation and suitability records.
• Coordinate with compliance, underwriting and operations.

Skills

Client engagement

Advisory services

Communication skills

Networking

Education

Bachelor's degree or diploma (minimum 2 years)

Job description

Are you looking for a new career move - higher earning potential, industry leading incentives, sponsored certification, multi-product accessibility and a professional advisory platform where you can deepen your expertise, grow your portfolio, and progress toward leadership opportunities?

I am offering interested candidates an opportunity to become a fully trained and certified Financial Planner. To work for a leading global consultancy in Manulife.

In your role you will provide regulated advisory services covering protection, health, wealth accumulation, retirement, investment and legacy planning needs. You will conduct financial needs analysis, deliver suitable recommendations, manage client relationships and ensure advisory conduct standards are met in accordance with MAS guidelines.

Key Responsibilities

• Conduct consultations, fact-finding and risk profiling
• Develop and present tailored financial planning recommendations
• Manage servicing, claims support and portfolio reviews
• Build and retain client relationships through networking and referrals
• Maintain accurate documentation and suitability records
• Coordinate with compliance, underwriting and operations functions
• Meet activity expectations and advisory performance benchmarks

Requirements

• A degree or full diploma (minimum 2 years) in any field where diploma fulfills 900hrs of study hours, 50% exam based and the diploma is able to admit to University.
• A strong interest in client engagement and advisory services
• A familiarity with platform-based or multi-insurer advisory environments is an advantage
• Strong communication and relationship-building skills
• Minimum age of 21 years old

What’s on Offer

This role is suited to professionals who value a reputable organisation with strong infrastructure and an established advisory team. Manulife provides premium central office facilities, dedicated meeting spaces, high-quality digital tools, flexible working arrangements and a collaborative culture designed to help you succeed.

Planners will benefit from structured capability development, advanced training pathways, leadership progression opportunities and a remuneration framework that rewards performance. You will be supported by operations, compliance and specialist teams, enhancing your ability to focus on client work and production outcomes.

Who Thrives Here

You will do well in this role if you demonstrate integrity, professionalism and accountability, and take pride in operating within a client-first environment. You enjoy engaging clients, building relationships, continuous learning and functioning as part of a well-established team where quality and performance matter.