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VA ONE Hiring! Full Time Financial Advisor in - Ricebowl

Financial Advisor

VA ONE

Undisclosed

Singapore

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Working Location

  • Singapore

Job Description

Responsibilities

Company Description VA ONE is an agency branch representing Manulife Financial Advisers Pte. Ltd., providing professional financial advisory services in Singapore. Established in 2020 with a core team of five members, VA ONE Platinum has grown to more than 30 advisors and continues to expand steadily. The team focuses on delivering personalized guidance in areas such as wealth management, protection, and long-term financial planning. VA ONE emphasizes professionalism, ethical advice, and client-centric solutions supported by the broader capabilities of Manulife Financial Advisers.

Role Description This is a full-time Financial Advisor role based in Singapore with a hybrid work arrangement, combining office-based client meetings and some work-from-home flexibility. The Financial Advisor will meet with individual and corporate clients to assess their financial goals, risk tolerance, and current portfolios, and will recommend suitable strategies and products. Daily responsibilities include preparing financial plans, reviewing investment options, conducting retirement and protection needs analyses, and following up with clients to ensure ongoing alignment with their objectives. The role involves maintaining accurate records, complying with regulatory requirements and internal policies, participating in training and team meetings, and supporting business development through referrals, networking, and outreach activities.

Qualifications

  • Candidates should possess strong skills in Financial Planning and Financial Advisory to develop tailored plans and provide professional recommendations.
  • Candidates should possess solid Finance and Investments skills to analyze products, markets, and portfolio performance.
  • Candidates should possess expertise in Retirement Planning to help clients prepare for long-term income and protection needs.
  • Candidates should have excellent communication and interpersonal skills, with the ability to build trust and long-term client relationships.
  • Candidates should demonstrate high ethical standards, attention to detail, and strong analytical and problem-solving abilities.
  • Candidates should be comfortable working in a hybrid environment, self-motivated, and able to manage time and priorities effectively.
  • Relevant professional certifications and/or a diploma or degree in finance, business, economics, or a related field are preferred; regulatory licensing as required by local authorities is essential.

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