Financial Advisor

Founded in 1994, Summit Planners Pte Ltd is a pioneering company that offers one-stop, integrated financial services to individuals and business owners in Singapore. The company's services for businesses include Accounting, Corporate Secretarial and Tax Services, Banking and Finance Consultancy, Risk Management, and more. For individual clients, the company provides tailored financial planning solutions including Debt Planning, Wealth Management, Investment Planning, and Retirement Planning. Summit Planners is driven by the vision of guiding clients to financial success with innovative and comprehensive services.

This is an on-site, full-time position based in Singapore. The Financial Advisor will collaborate with clients to analyze their financial goals and develop tailored strategies. Key responsibilities include creating and managing financial plans, advising on investments, retirement planning, and wealth management, and assisting clients in achieving their financial aspirations. You will be driving results through personalized advisory services, maintaining long-term client relationships, and proactively addressing their financial needs.

• Proficient in Financial Planning, Retirement Planning, and Investments
• Well-versed in Financial Advisory and Finance concepts
• Strong analytical and problem-solving skills
• Excellent communication and interpersonal skills to build lasting client relationships
• Ability to work efficiently in an on-site environment and adapt to client needs
• Bachelor's degree in Finance, Business, Economics, or a related field
• Relevant certifications such as CFP (Certified Financial Planner) are advantageous