Job Summary

You will advise individuals and families on insurance protection and wealth planning, delivering tailored solutions for life insurance, health coverage, savings, and investment-linked plans. You will build and sustain long-term client relationships through regular portfolio reviews, identify financial gaps, and recommend effective strategies to grow client wealth and your personal brand.

Responsibilities

Advise clients on comprehensive insurance and wealth planning solutions to protect assets and support financial growth
Develop customized plans for life insurance, health coverage, savings, and investment-linked products to meet client needs
Conduct regular client portfolio reviews to assess evolving financial goals and adjust strategies accordingly
Identify financial gaps through detailed client assessments and recommend appropriate wealth-building strategies
Build and expand a personal client portfolio by establishing trust and delivering consistent value
Cultivate a professional personal brand within the financial services industry to enhance client acquisition and retention
Demonstrate resilience and adaptability by embracing coaching and continuous learning in a dynamic environment
Communicate complex financial concepts clearly and persuasively to diverse client profiles

Required competencies and certifications

Meet minimum MAS regulatory requirements: Age 21 years and above
Hold minimum educational qualifications: A Levels, Local Polytechnic Diploma, or Degree (any discipline)
Possess Singaporean or Permanent Resident status as required for licensing

Preferred competencies and qualifications

Strong interest in finance, wealth building, and personal development
Self-motivated with a results-driven mindset
Positive attitude and resilience in a fast-paced, performance-based environment
Advantage if M5/RES5, M9, M9A & HI cert is valid

Other Information

Structured training and mentorship programs provided
Clear career progression pathways available
Performance-based income with bonuses and incentives
Flexible working hours offering autonomy
Supportive team culture fostering professional development

Personal Financial Consultant (Insurance & Wealth Management)