Hybrid Financial Advisor - Client-Focused Planning & Growth

OTHERS LIMITED; Singapore; Hybrid; SGD 60,000 - 90,000; Full time

Job summary

OTHERS LIMITED in Singapore seeks a motivated Financial Advisor to meet clients, assess goals, and tailor comprehensive financial plans. You will analyze current finances, advise on investments, retirement planning, risk management, and monitor portfolios to align with client objectives.

The role is full-time and hybrid, with some work-from-home flexibility. Strong communication, relationship management, and analytical skills are essential, along with familiarity in financial planning tools and

Qualifications

• Strong skills in Financial Planning and Retirement Planning.
• Solid knowledge of Finance and Investments.
• Experience in providing comprehensive Financial Advisory services.
• Excellent communication, client relationship management, and interpersonal skills.
• Strong analytical, quantitative, and problem-solving abilities.
• Proficiency with financial planning tools, spreadsheets, and basic data analysis software.
• Min. Diploma in Finance/Economics; CFP/CFA certifications are an advantage.
• Fresh graduates welcome and mid-career changes are encouraged.

Responsibilities

• Meet with clients to assess financial goals and current financial situation.
• Develop tailored financial plans and strategies for clients.
• Advise on investments, retirement planning and risk management.
• Prepare financial reports and monitor portfolios.
• Collaborate with internal teams and ensure regulatory compliance.

Skills

Financial Planning

Retirement Planning

Finance and Investments

Financial Advisory

Communication

Client Relationship

Interpersonal Skills

Analytical

Problem-Solving

Spreadsheets

Education

Diploma in Finance/Economics

CFP/CFA certification (advantage)

Tools

Financial planning tools

Spreadsheets

Data analysis software

Job description

OTHERS LIMITED in Singapore seeks a motivated Financial Advisor to meet clients, assess goals, and tailor comprehensive financial plans. You will analyze current finances, advise on investments, retirement planning, risk management, and monitor portfolios to align with client objectives.

The role is full-time and hybrid, with some work-from-home flexibility. Strong communication, relationship management, and analytical skills are essential, along with familiarity in financial planning tools and