Financial Services Consultant

Company Description Dunn & Partners is an authorized representative of Manulife Financial Advisers – Summit Planners Cluster, focused on comprehensive financial advisory services. The agency specializes in wealth protection and 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 the firm's success, supported by exceptional service and a strong ethical foundation. Dunn & Partners values its people as key assets and aims to attract, mentor, and retain high-caliber, like-minded professionals who want to build a solid financial platform. The organization seeks team-oriented individuals with integrity, vision, and strong interpersonal skills who are motivated to serve clients and contribute positively to society.

Role Description The Financial Services Consultant is a full-time, on-site role based in Singapore, responsible for providing tailored financial advice to individual and corporate clients. Day-to-day responsibilities include assessing clients financial needs and goals, developing strategies for wealth protection and accumulation, and recommending suitable financial products and solutions. The role involves conducting regular reviews of clients portfolios, monitoring market developments, and ensuring that recommendations remain aligned with clients risk profiles and long-term objectives. The consultant will prepare and present financial plans, collaborate with internal and external partners, and maintain accurate documentation in compliance with regulatory standards. Building strong relationships through proactive communication, follow-up, and high-quality service is essential to success in this role.

Qualifications

• Strong foundation in Finance and Financial Services, with the ability to understand and explain a range of financial products and solutions.
• Excellent Analytical Skills to assess client needs, evaluate financial data, and develop appropriate strategies and recommendations.
• Consulting skills to conduct needs analysis, deliver structured advice, and guide clients through wealth planning and risk management decisions.
• Effective Communication skills, including clear presentation abilities and the capacity to build trust with diverse individual and corporate clients.
• Relevant academic background in finance, business, economics, or a related field; professional certifications in financial planning or advisory are an advantage.
• High level of integrity, client-centric mindset, and commitment to regulatory compliance and ethical standards.
• Ability to work collaboratively in a team environment and to manage multiple client engagements and priorities efficiently.
• Prior experience in financial advisory, insurance, banking, or related financial services roles in Singapore is preferred.