Independent Financial Advisor

18 hours ago

Singapore Synergy Financial Advisers Pte Ltd Full time

Overview
Deputy Director at Synergy Financial Advisers Pte Ltd
Role Description
This is a full-time on-site role for an Independent Financial Advisor based in Singapore. The Independent Financial Advisor will be responsible for financial planning, retirement planning, providing financial advisory services, and making investment recommendations. The role involves assessing client financial situations, developing customized financial strategies, and maintaining long-term client relationships.
Qualifications
Financial Planning, Retirement Planning, Financial Advisory skills
Finance and Investments knowledge
Strong analytical and problem-solving skills
Excellent communication and interpersonal skills
Ability to work both independently and as part of a team
Relevant professional certifications (e.g., CFP, CFA, ChFC) are a plus
Bachelor\'s degree in Finance, Economics, Business, or related field
Experience in the financial services industry is preferable
We are keeping the original language and wording as provided, while removing non-essential boilerplate and reformatting for clarity.
Notes
Additional job recommendations and referrals language present in the original description have been omitted to ensure focus on the role responsibilities and qualifications.
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