Financial Adviser Representative

Company Description

Singlife Financial Advisers Pte. Ltd. is a licensed financial advisory firm in Singapore, wholly owned by Singapore Life Ltd. (Singlife), a leading homegrown financial services company, offering you a better way to financial freedom.

Our vision is to be a team of digitally enabled leading advisers, empowering individuals to achieve financial freedom with the help of our passionate and dedicated Wealth Managers.

Our experienced team of professionals is licensed by the Monetary Authority of Singapore and are qualified to provide a wide range of financial advisory services. We work with various insurance and investment partners to ensure you have access to a comprehensive range of solutions for your ever evolving financial needs.

Role Description

You are a motivated and people-oriented individual with strong communication and interpersonal skills. You are eager to build trust with clients, learn continuously, and develop a successful career in financial advisory.

We are seeking driven, client-focused individuals to join our team as Financial Adviser Representatives. In this role, you will help clients achieve their financial goals through holistic advice, tailored wealth solutions, and long-term financial planning. This is an excellent opportunity for individuals who are passionate about building meaningful client relationships and developing a rewarding career in financial advisory.

Candidates who are not yet fully certified should be prepared to complete the required licensing examinations and training under the applicable regulatory framework.

Key Responsibilities

• Provide personalised financial advice across insurance, investment, retirement, and education planning.

• Build, manage, and grow a portfolio of clients, including mass affluent and high-net-worth individuals.

• Develop long-term client relationships through regular reviews and a high standard of service.

• Understand clients financial priorities and recommend suitable wealth protection and accumulation strategies.

• Stay up to date with market developments, product offerings, and regulatory requirements.

• Collaborate with internal stakeholders and strategic partners to deliver comprehensive financial solutions.

• Participate in ongoing training, professional development, and licensing requirements where applicable.

Qualifications

• Bachelor's Degree or equivalent qualification preferred.
• Excellent communication, interpersonal and analytical skills.
• Proactive and self-driven, with a strong focus on results.
• Able to work independently and within a team.
• Prior experience in sales, banking, finance, or insurance is a plus.
• Candidates with relevant certifications (e.g., CMFAS modules) will have an added advantage. Candidates without prior experience are welcome; training and support will be provided.