全职 Financial Services Advisor 工作, 薪水, Financial Alliance Pte Ltd 公司招聘中 - Ricebowl

Company Description
Financial Alliance Pte Ltd (*************) is Singapore’s leading and award-winning financial advisory firm, driven by strong values and a people-focused culture. The firm provides individual and corporate clients with unbiased, comprehensive wealth management and financial planning solutions through a one-stop advisory experience. Its infrastructure and team are fully aligned to a pro-client outlook, emphasizing competence, professionalism, and advice tailored to clients’ needs and goals. With over 180,000 clients and 450 advisors, Financial Alliance helps people achieve peace of mind by delivering financial advice that supports long-term financial security and success.

Role Description
The Financial Services Advisor is a full-time role based in Singapore with a hybrid work arrangement, combining in-office collaboration and work-from-home flexibility. The advisor is responsible for assessing clients’ financial situations, understanding their goals, and developing comprehensive financial plans that cover areas such as wealth accumulation, risk management, retirement, and legacy planning. Day-to-day tasks include conducting client meetings, analyzing financial data, recommending suitable investment and insurance solutions, and providing ongoing portfolio reviews and adjustments. The role also involves staying updated on market trends, regulatory changes, and product developments, while maintaining accurate records and ensuring compliance with relevant industry standards. Advisors are expected to build long-term client relationships through regular communication, clear reporting, and consistent service quality.

Qualifications

• Relevant professional certifications (e.g., CFP, ChFC, or equivalent local qualifications) and a diploma or degree in Finance, Business, or related fields are beneficial. Other degree majors are also welcomed
• Strong analytical, communication, and interpersonal skills, with the ability to present complex information clearly and build trust with diverse clients.
• Proven ability to work in a regulated environment, with high ethical standards and commitment to compliance and continuous professional development.
• Prior experience in financial advisory or related financial services roles in Singapore is an advantage. New joiners with exceptional qualities and attitude are also welcomed to apply