Company Description Financial Alliance Pte Ltd is Singapore's leading and award-winning financial advisory firm, driven by strong values and a people-centric approach. The firm provides individual and corporate clients with unbiased, comprehensive financial advisory services through a one-stop model. Its wealth management and financial planning solutions are designed to be aligned with clients specific needs and goals. A pro-client culture and robust corporate infrastructure support high standards of competence and professionalism. Today, more than 130,000 clients benefit from the firm's trusted advice and achieve greater financial peace of mind.
Role Description This is a full-time, on-site Financial Adviser role based in Singapore. The Financial Adviser will meet with individual and corporate clients to understand their financial goals, risk appetite, and current financial situation. The role involves developing tailored financial plans, recommending suitable investment and insurance solutions, and providing retirement and wealth management advice. The Financial Adviser will regularly review clients portfolios, monitor market developments, and adjust strategies to keep plans aligned with changing needs. The role also includes maintaining accurate records, adhering to regulatory requirements, and collaborating with internal teams to deliver a consistent, client-focused experience.
Qualifications
- Strong foundation in Finance and Investments, with the ability to analyze financial products and market trends.
- Proficiency in Financial Planning and Retirement Planning to design comprehensive, long-term client strategies.
- Experience in Financial Advisory, including providing unbiased advice and solutions tailored to client objectives.
- Relevant academic background in finance, economics, business, or related fields; professional certifications (e.g., CFP, CFA, CMFAS) are an advantage.
- Excellent communication and interpersonal skills, with the ability to build trust and long-term client relationships.
- Strong ethical standards, attention to detail, and commitment to regulatory compliance in the Singapore financial services environment.
- Ability to work independently and as part of a team, with strong time management and client service orientation.
