Financial Advisor

Dunn & Partners is an authorized representative of Manulife Financial Advisers - Summit Planners Cluster. Our vision is to develop a premier financial services agency committed to providing excellent financial advice in wealth protection, accumulation, and distribution. We assist corporate clients with risk management, employee benefits, and business and succession planning. Our key to success is client satisfaction, achieved through exceptional client service and long-term relationships. We value our people and aim to attract, mentor, and retain high-quality individuals with integrity and interpersonal skills.

Role Description

This is a full-time hybrid role for a Financial Service Advisor, based in Singapore. The Financial Service Advisor will be responsible for providing clients with financial advice in areas such as investment, retirement planning, and financial advisory. Day-to-day tasks will include creating financial plans, analyzing financial data, developing investment strategies, and building long-term relationships with clients to help them achieve their financial goals.

Qualifications

• Strong entrepreneur drive and self motivation
• Strong analytical and problem-solving abilities
• Excellent communication and interpersonal skills
• Ability to work independently as well as in a team
• Minimum ful A level certificate or Polytechnic diploma
• Bachelor's degree in Finance, Economics, Business, or related field preferred

Seniority level

Employment type

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