Financial Consultant

3 days ago

Central Region, Singapore Invictus Advisory Pte Ltd Full time $104,000 - $130,878 per year
Company Description

Founded in 2001, Summit Planners Invictus, representing Manulife, is one of Singapore's leading financial advisory groups. We provide individuals and families with holistic financial solutions, ranging from insurance protection and investment planning to retirement and legacy planning. Backed by Manulife's global presence and financial strength, our consultants have access to a wide suite of products and professional training, enabling them to serve clients with excellence and care.


Job Description

This is a full-time hybrid role for a Financial Services Advisor based in Singapore. As part of our team, you will be responsible for conducting financial and retirement planning, and providing expert advice on investments.

Daily responsibilities include:

  • Understanding clients' financial goals and needs
  • Advising on suitable financial products and solutions
  • Developing and reviewing comprehensive financial plans
  • Supporting clients with retirement and investment strategies
  • Regularly reviewing and adjusting plans as clients' circumstances evolve

Qualifications
  • Strong communication and interpersonal skills
  • Ability to work independently and in a team environment
  • Positive attitude with a drive for personal growth
  • At least 21 years old (MAS requirement)
  • Minimum: A-Level, Diploma, or equivalent qualification
  • No prior financial advisory experience required — full training provided

    (Relevant certifications such as CFP, CFA, CMFAS papers are a plus but not compulsory)

What We Offer
  • Competitive commission & bonuses with uncapped earning potential
  • Structured training, mentorship, and licensing support
  • Clear career progression and leadership pathways
  • Opportunities for incentive trips and recognition awards
  • Hybrid flexibility: combine office support with work-from-home freedom

Apply now to begin your career in financial advisory with Summit Planners Invictus (Manulife). Interviews happening next week only.

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