INVICTUS ADVISORY PTE. LTD. Hiring! Full Time Financial Planning Associate in Central Region (Singapore), Earn up to SGD 4,500 - Ricebowl

Company Overview

Summit Planner Invictus is a forward-looking financial advisory firm focused on building lifelong client relationships. We foster a supportive, driven team that helps individuals and families achieve financial security with empathy, integrity, and professionalism.

Job Summary

Grow and manage your client portfolio by building relationships and delivering tailored financial planning solutions that meet clients’ needs.

Responsibilities

• Identify and pursue new business opportunities to expand client base
• Build and manage a personal client portfolio through relationship development and referrals
• Conduct comprehensive financial needs analysis to understand client goals and circumstances
• Present clear, tailored financial planning recommendations to clients
• Maintain ongoing client relationships to ensure satisfaction and long-term engagement
• Attend networking and business development events to generate leads and strengthen connections
• Participate actively in sales and product training to enhance financial advisory skills and knowledge