Financial Consultant

Company Description IPA Advisory, a branch representing Manulife Financial Advisers Pte. Ltd., has been a trusted name in Singapore’s financial services sector since 1983. Renowned for crafting bespoke financial strategies, IPA Advisory prioritizes personalized solutions to help individuals and businesses achieve financial well-being. From investment advisory to estate planning and wealth management, the firm leverages decades of experience combined with modern insights to protect, grow, and transfer wealth with confidence. Guided by a philosophy of providing top-tier service and tailored strategies, IPA Advisory remains a leader for those seeking financial clarity and growth. Role Description This is a full-time hybrid role based in Singapore, with flexibility for some remote work. A Financial Consultant at IPA Advisory will be responsible for providing tailored financial advice to clients, developing and managing financial plans, and conducting in-depth analyses of client goals to align their needs with appropriate financial products and strategies. Key activities include advising on investments, financial planning, retirement planning, and wealth management while ensuring compliance with financial regulations and company standards. Building and maintaining strong client relationships is a core aspect of this role. Qualifications Expertise in Financial Planning and Retirement Planning to align client goals with effective wealth-building and protection strategies.Strong knowledge of Investments and Finance to provide sound advice on portfolio management and financial products.Exceptional Analytical Skills to assess clients' financial situations and deliver personalized recommendations.Proficient communication and interpersonal skills to build lasting client relationships.Bachelor's degree in Finance, Business, Economics, or a related field is preferred.Relevant certifications such as Certified Financial Planner (CFP) or Chartered Financial Consultant (ChFC) are advantageous.Experience in the financial services industry is a plus.