Financial Advisor

Company Description Dunn & Partners is an authorized representative of Manulife Financial Advisers – Summit Planners Cluster, specializing in comprehensive wealth management services. The agency focuses on Wealth Protection & Preservation, Wealth Accumulation, and Wealth Distribution for individual clients, as well as risk management, employee benefits, and business succession planning for corporate clients. Client satisfaction and long-term relationships are central to its success, supported by a commitment to exceptional service and ethical advice. Dunn & Partners values contributing to society through financial support and humanitarian initiatives. The organization is dedicated to attracting, mentoring, and retaining high-integrity, team-oriented professionals who aim to build strong financial platforms for themselves and their clients.

Role Description The Financial Advisor will provide clients with holistic financial planning and advisory services, including assessing financial goals, analyzing current portfolios, and recommending suitable solutions. Day-to-day responsibilities include conducting client meetings, preparing financial plans, reviewing insurance and investment needs, and supporting clients in areas such as retirement planning, wealth preservation, and risk management. The role involves collaborating with team members, staying updated on market trends and regulatory changes, and maintaining detailed documentation and compliance standards. This is a full-time position based in Singapore, offered as a hybrid role with a mix of in-office work and work-from-home flexibility. The Financial Advisor is expected to build lasting client relationships while upholding high professional and ethical standards.

Qualifications

• Candidates should possess strong Financial Planning and Financial Advisory skills to assess client needs and construct comprehensive financial roadmaps.
• Candidates should possess solid Finance and Investments skills to analyze products, manage portfolios, and explain risk–return profiles clearly.
• Candidates should possess expertise in Retirement Planning to help clients design sustainable income strategies and long-term wealth plans.
• Candidates should possess strong communication, interpersonal, and relationship-building skills to engage clients and collaborate effectively within a team.
• Candidates should possess high levels of integrity, professionalism, and client-centric focus, with the ability to work independently and meet performance targets.
• Relevant academic background in Finance, Business, Economics, or related fields, and local regulatory certifications or licenses required for financial advisory practice in Singapore (or willingness to obtain them).
• Prior experience in financial services, wealth management, or advisory roles is advantageous, along with familiarity with compliance, risk management, and market research.