Relationship Manager

Company Description

Summit Planners Invictus is where your financial future meets thoughtful planning.

We specialize in wealth management and estate planning, ensuring that your assets are safeguarded and efficiently passed on to those who matter most.

Our approach is simple yet powerful: we listen, we understand, and we craft strategies tailored to your life's journey.

Representing Manulife Financial Advisers, we're not just advisorswe're partners in securing your legacy and empowering your future.

At Invictus, we believe in building relationships for life, ensuring that your wealth is not just managed, but planned with purpose and care.

Role Description

This is a full-time hybrid role as a Financial Advisor at SP Invictus in Singapore, with flexibility for remote work. As a Financial Advisor, you will engage in day-to-day tasks such as financial planning, retirement planning, investment management, and providing financial advisory services. This role involves working closely with clients to understand their needs and develop customized financial strategies.

Qualifications

• Financial Planning and Retirement Planning skills
• Experience in Finance and Investments
• Expertise in Financial Advisory
• Strong analytical and problem-solving skills
• Excellent interpersonal and communication skills
• Ability to build and maintain client relationships
• Relevant certifications (e.g., Certified Financial Planner, Chartered Financial Analyst) are a plus
• Bachelor's degree in Finance, Economics, Business, or related field are a plus