Hybrid Financial Advisor: Retirement & Wealth Planning Pro

Synergy Financial Advisers Ltd; Singapore; Hybrid; SGD 60,000 - 90,000; Full time

Job summary

Synergy Financial Advisers Ltd in Singapore is seeking a Financial Advisor to deliver comprehensive financial planning services. The role involves meeting clients to understand goals, analyzing financial situations, and developing tailored strategies across investments, retirement planning, and risk management.

You will prepare reports, review portfolios, and adjust plans as markets and life events change, while ensuring regulatory compliance.

Qualifications

• Strong Financial Planning and Financial Advisory skills.
• Solid Finance and Investments skills.
• Expertise in Retirement Planning.
• Strong client relationship management and communication skills.
• Analytical and problem-solving abilities with attention to detail.
• Familiarity with regulatory requirements and ethical standards in financial services.
• Proficiency with digital tools and financial planning software.
• Ideally CFP/CFA or equivalent certifications and degree in Finance/Business/Economics.

Responsibilities

• Meet with clients to understand financial goals and analyze their situations.
• Develop tailored financial plans and strategies.
• Provide advice on investments, retirement planning, risk management, and overall financial planning.
• Prepare financial reports and review portfolios regularly.
• Adjust plans based on market changes and life events.
• Collaborate with internal teams and use technology tools to enhance advisory services.
• Participate in client acquisition and relationship-building activities.

Skills

Financial Planning

Financial Advisory

Retirement Planning

Client Relationship Mgmt

Communication Skills

Regulatory Knowledge

Analytical Thinking

Ethical Standards

Education

CFP/CFA or equivalent

Degree in Finance/Business/Economics

Tools

Financial planning software

Job description

Synergy Financial Advisers Ltd in Singapore is seeking a Financial Advisor to deliver comprehensive financial planning services. The role involves meeting clients to understand goals, analyzing financial situations, and developing tailored strategies across investments, retirement planning, and risk management.

You will prepare reports, review portfolios, and adjust plans as markets and life events change, while ensuring regulatory compliance.