- Experience and expertise in Financial Planning
- Proficiency in Finance and knowledge of investment strategies
- Skills in Retirement Planning and advising clients on long-term planning goals
- Outstanding communication and interpersonal skills to build strong client relationships
- Excellent analytical thinking and problem-solving abilities
- Bachelor's degree in Finance, Economics, Business, or related discipline
- Relevant certifications such as CFP (Certified Financial Planner) or equivalent are a plus
- Ability to stay updated on financial trends and market developments
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About Us: · At Singlife Financial Advisers (SFA), we are committed to helping individuals and families achieve their financial goals through comprehensive financial planning and client-centric advice. As a licensed financial advisory firm, we offer a dynamic and professional envi ...
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Financial Representative - Singapore - Summit planners tenet

1 day ago
Description
Company Description
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Role Description
This is a full-time on-site role located in Singapore for a Financial Representative. The Financial Representative will be responsible for assisting clients in developing financial plans, providing advice on investments, managing retirement planning portfolios, and guiding clients on financial decisions. The role involves analyzing clients' financial goals, assessing their current financial status, and recommending appropriate strategies to achieve long-term success.
Qualifications
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Financial Adviser Representative – Wealth Manager
Singlife Financial Advisers- Singapore
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Financial Adviser Representative – Wealth Manager
Only for registered members Singapore
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Assistant Vice President, Business Development
Only for registered members Singapore
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Business Development Executive
Only for registered members Singapore
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Financial Services Consultant
Only for registered members Singapore
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Financial Services Consultant
Only for registered members Singapore
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Owner's Representative
Only for registered members Singapore
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Financial Services Consultant
Only for registered members Singapore
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Senior Manager, Distribution Training
Only for registered members Singapore
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Executive, Concierge
Only for registered members Singapore
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Financial Associate Management Intern
Only for registered members Singapore
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Compliance Manager
Only for registered members Singapore
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Financial Controller
Only for registered members Singapore
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RISE Apprenticeship 2026 (Summer break)
Only for registered members Singapore
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Market Making Specialist
Only for registered members Singapore
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Assistant Manager, Operations
Only for registered members Singapore
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Wealth Manager
Only for registered members Singapore
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Financial Associate Management Intern
Only for registered members Singapore
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Financial Consultant
Only for registered members Singapore
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Financial Advisor
Only for registered members Singapore