Hybrid Financial Services Advisor - Retirement Planning Pro

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

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.