Financial Services Consultant

Company Description

Dunn & Partners, an authorized representative of Manulife Financial Advisers - Summit Planners Cluster, is committed to delivering exceptional financial advice and services. Specializing in Wealth Protection, Accumulation, and Distribution, as well as corporate Risk Management and Succession Planning, our vision is to provide premier financial solutions while fostering long-term client relationships. We value integrity, teamwork, and excellence, aiming to attract and nurture talented individuals passionate about creating strong financial platforms. Dedicated to making a positive societal impact, we prioritize client satisfaction and contribute through financial and humanitarian efforts.

Role Description

This is a full-time on-site role located in Singapore for a Financial Services Consultant. The selected candidate will provide personalized financial advice and solutions, help clients manage wealth, strategize for financial goals, and assess insurance and investment needs. Responsibilities include engaging with individuals and businesses, conducting financial analyses, and developing risk management plans to meet client objectives. The consultant will also stay informed about market trends and financial products to continually deliver value to clients.

Qualifications

• Strong Analytical and Finance skills to assess and provide tailored financial solutions
• Solid understanding of Financial Services and Consulting, with the ability to address diverse client needs
• Exceptional Communication skills to clearly explain complex financial concepts and build trusting client relationships
• Ability to work collaboratively within a team and maintain high ethical standards
• Relevant experience in financial advisory or consulting roles is advantageous
• Professional certifications in finance such as CFP, CFA, or equivalent are a plus
• Degree in Finance, Business, Economics, or a related field preferred