- Singapore
Working Location
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
Important Information
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