Financial Advisor Manager

To apply or find out more, please contact

Leong Jia Wei

(Reg No: R25157456)

[Confidential Information]

OR

Whatsapp +65 8086 3812

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

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

The Advisor Manager is responsible for driving business growth by recruiting, onboarding, and managing financial adviser representatives while achieving individual business targets. The position emphasizes developing the existing customer database with appropriate financial planning products (Life/Health/Investment), establishing a high-performing advisory distribution network, helping advisers increase their production, and developing strategic partnerships while operating fully within the regulatory requirements established by the Monetary Authority of Singapore (MAS).

Key Responsibilities

1. Financial Planning

. Client Advisory: Perform financial needs assessments and offer appropriate advice on life, health, protection and savings solutions.

. Sales & Relationship Management: Introduce and recommend insurance solutions, oversee the application process, and cultivate lasting client relationships.

. Portfolio Management: Carry out periodic client reviews and identify opportunities to enhance or modify protection coverage as clients circumstances evolve.

. Compliance: Ensure all recommendations, sales activities and documentation comply with MAS regulations, company policies and applicable FA requirements.

. Client Service: Provide ongoing policy servicing, claims support and responsive after-sales assistance.

. Digital & AI Tools: Utilize company's digital/AI advisory platform to improve client engagement, needs analysis, product recommendations and productivity.

. Target Achievement: Meet agreed sales, revenue and client acquisition targets while maintaining high standards of customer service and professional conduct.

2. Financial Adviser Recruitment & Acquisition

. Source, identify, and attract high-caliber financial adviser representatives and leading advisory teams to join the firm.

. Collaborate with the Compliance and Operations teams to facilitate smooth fit-and-proper checks and MAS notification processes during onboarding.

1. Distribution Management & Representative Enablement

. Serve as the main relationship manager for the firm's financial advisers, strengthening engagement, retention, and loyalty.

. Provide strategic coaching and sales enablement resources to support advisers in expanding their advisory businesses.

. Conduct regular business reviews with top-tier advisers to uncover growth constraints and develop joint action plans.

1. Production & Revenue Growth

. Create and implement strategic sales campaigns, incentive programmes, and production initiatives to drive revenue growth.

. Track key distribution performance indicators, including Assets Under Management/Advising (AUM), New Business Premium, and active adviser ratios.

. Work closely with the Product Governance and Tech teams to equip advisers with competitive product suites and advanced digital advisory tools.

5. Training & Professional Development

. Collaborate with product and technical experts to deliver comprehensive product training, market insights, and sales advisory concepts to representatives.

. Ensure all training initiatives reinforce high sales quality, regulatory compliance, and robust customer suitability frameworks.

6. Market Intelligence & Strategy

. Monitor industry trends, competitor movements, compensation structures, and changing consumer demands to ensure the firm's value proposition remains highly competitive.

. Provide regular strategic insights and growth metrics reporting to the Executive Management team.

Qualifications

• A recognized University Degree, ideally in Business, Marketing, Finance, Economics, or a related discipline.
• Relevant regulatory certifications under the Financial Advisers Act(FAA) (e.g., CMFAS Modules 5, 8, 9, 9A, HI) are highly advantageous.
• Strong understanding of the Financial Advisory landscape and distribution channels in Singapore.
• Good knowledge of MAS regulations governing representative conduct and marketing activities.
• Familiarity with financial products across Life Insurance, General Insurance, and Investment platforms.

Experience

• 7 years of experience Financial Planning, within the Financial Advisory, Wealth Management, or Insurance sectors.
• Proven track record of successfully recruiting and scaling financial adviser networks or high-performing sales teams.
• Demonstrated success in managing complex B2B partnerships or institutional alliances.

Skills

• Exceptional relationship-building, networking, and stakeholder management capabilities.
• Strong commercial acumen with a proven track record of meeting or exceeding growth targets.
• Compelling pitching, negotiation, and public presentation skills.
• A collaborative mindset with the ability to bridge the gap between commercial sales goals and strict compliance/governance standards.
  

By applying, you consent that the contents of your CV and answers in the form will be processed for the purpose of job matching.