Financial Services Advisor

Company Description

Genesis Wealth Advisory Official Page is an agency branch representing Manulife Financial Advisers Pte., Ltd. It operates under the broader umbrella of VA Genesis Wealth, providing comprehensive financial services and advice. The team is committed to delivering personalized financial solutions to meet the diverse needs of clients.

Role Description

This is a full-time hybrid role for a Financial Services Advisor, located in Singapore with some work from home acceptable. The Financial Services Advisor will be responsible for providing expert financial advice, developing financial plans, managing investments, and advising clients on retirement planning. The role includes conducting financial assessments, staying updated on financial market trends, and ensuring client satisfaction through regular communication and follow-ups.

Qualifications

• Proficiency in Financial Planning and Finance
• Expertise in Retirement Planning and Investments
• Experience in Financial Advisory
• Strong analytical and problem-solving skills
• Excellent verbal and written communication skills
• Ability to work independently and as part of a team
• Relevant certifications or licenses in financial advisory are a plu