- Singapore
工作地点
职位描述
岗位职责
Company Description The Financial Astronaut is a growing advisory practice recognized in regional media, having been featured on platforms such as AsiaOne, MustShareNews, and Yahoo Finance. The firm focuses on empowering clients to make informed, confident decisions about their finances through holistic and personalized advice. Operating out of Singapore, The Financial Astronaut serves a diverse clientele with varying life stages and financial goals. Team members are encouraged to combine technical expertise with empathy, clear communication, and long-term client relationships.
Role Description This is a full-time Holistic Financial Advisor role based in Singapore, structured as a hybrid position with both in-office and work-from-home arrangements. The advisor will conduct comprehensive financial reviews, assess client goals, and develop tailored strategies covering areas such as cash flow management, investments, insurance, and retirement planning. Day-to-day responsibilities include meeting with clients, preparing and presenting financial plans, monitoring portfolios, and adjusting recommendations as circumstances change. The role involves staying current with financial products and regulations, maintaining accurate documentation, and collaborating with internal teams to ensure a consistent client experience. The advisor is expected to build long-term relationships, follow ethical advisory standards, and contribute to the firm’s reputation for trustworthy, client-centric guidance.
Qualifications
Requirements
This is an ongoing opportunity, so you can apply at any time.
To apply, email your resume to ************* with the subject line “Financial Advisor Application” and include 2–3 sentences about why you’re interested in this career.
重要安全守则
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