Wealth Planner & Financial Advisor (Hybrid)

Summit Planners Pte Ltd; Singapore; Hybrid; SGD 60,000 - 90,000; Full time

Job summary

Summit Planners Pte Ltd in Singapore is seeking a Financial Advisor to join our hybrid team. The role involves meeting clients, assessing financial goals, and recommending strategies across investments, retirement planning, insurance, and estate planning.

You will prepare plans, monitor portfolios, conduct reviews, stay updated on products and regulations, and build lasting client relationships while upholding high ethical standards.

Qualifications

• Proven ability to design client-centered financial solutions.
• Knowledge of investments, retirement planning, and risk management.
• Familiarity with regulatory requirements in Singapore.
• Strong analytical and numerical problem-solving skills.
• Excellent communication and relationship-building abilities.

Responsibilities

• Meet with clients to assess financial goals and current situation.
• Recommend strategies across investments, retirement, insurance, and estate planning.
• Prepare financial plans and reports; monitor portfolios and conduct reviews.
• Prospect for new clients and maintain long-term relationships.
• Stay informed on financial products and regulatory changes.

Skills

Financial Planning

Financial Advisory

Investment Planning

Retirement Planning

Portfolio Construction

Regulatory Knowledge

Interpersonal Skills

Integrity

Education

Finance degree or diploma

Job description

Summit Planners Pte Ltd in Singapore is seeking a Financial Advisor to join our hybrid team. The role involves meeting clients, assessing financial goals, and recommending strategies across investments, retirement planning, insurance, and estate planning.

You will prepare plans, monitor portfolios, conduct reviews, stay updated on products and regulations, and build lasting client relationships while upholding high ethical standards.