Financial Adviser

To apply or find out more, please contact

Leong Jia Wei

(Reg No: R25157456) on

WhatsApp

+65 80358497

or email

[Confidential Information]

I also carry more Junior and Seniorvariants of this role please browse our Company Page to find out more.

https://www.mycareersfuture.gov.sg/companies/placement-professionals-53226217D

(Entry-Mid Level | Fresh Graduates,Career Switchers, Sales Professionals)

NB. This role is a Commission-based role the Salary Range I included is an average approximate based on past teammates earnings.

Overview of the Position

This opportunity is with a financial advisory practice that offers a structured pathway to becoming a fully trained and certified Financial Adviser, within a leading global consultancy in the financial services industry. The role is designed for individuals interested in building a long-term career in advisory, supported by professional training and development.

You will provide regulated financial advice across a broad spectrum, including protection, health, wealth accumulation, retirement, investments, and legacy planning. The position involves working closely with clients to understand their needs and deliver compliant, tailored financial solutions aligned with regulatory standards.

Key Responsibilities

• Conduct client consultations, including fact-finding and risk profiling exercises
• Develop and present personalised financial planning strategies based on clients goals
• Provide ongoing client servicing, including claims support and regular portfolio reviews
• Build and maintain strong client relationships through networking and referrals
• Ensure proper documentation, record-keeping, and adherence to suitability requirements
• Collaborate with internal teams such as compliance, underwriting, and operations
• Meet defined activity levels and performance benchmarks related to advisory outcomes

Requirements

To be considered for this role, you should have:

• A diploma (minimum 2 years) or a degree in any discipline
• Strong interest in financial advisory and client-facing roles
• Good communication and interpersonal skills, with the ability to build trust and relationships
• A proactive and client-focused mindset

Candidates with prior exposure to platform-based advisory models or multi-insurer environments will have an advantage.

Training & Career Development

You will undergo structured training to gain the necessary certifications and competencies required to become a qualified Financial Adviser. This role provides a clear pathway for career progression within a professional and regulated environment.