Financial Advisor

Company Description

Summit Planners Invictus (SP Invictus) provides personalized financial solutions tailored to meet the unique needs and goals of each client. With a commitment to understanding clients deeply, SP Invictus fosters trust through open conversations and lifelong relationships. Offering services ranging from strategic wealth management to comprehensive financial planning, we empower clients to approach their futures with confidence and assurance. Proudly affiliated with Manulife Financial Advisers, SP Invictus stands as a reliable partner in financial guidance.

Role Description

This is a full-time on-site role for a Financial Advisor based in Singapore. The Financial Advisor will be responsible for providing tailored financial solutions, including wealth management, financial planning, and investment advice. Day-to-day tasks include analyzing client financial goals, crafting personalized plans, offering retirement planning strategies, and advising on investment opportunities. The role requires consistent engagement and building meaningful professional relationships with clients to guide them toward financial security and confidence.

Qualifications

• Proficiency in Financial Planning and Retirement Planning
• Strong knowledge of Investments and Financial Advisory processes
• Expertise in Finance and wealth management strategies
• Excellent interpersonal, analytical, and communication skills
• Ability to build trust and long-term client relationships
• Bachelor's degree in Finance, Economics, Business, or related field is preferred
• Relevant certifications (e.g., Certified Financial Planner) are an advantage