Role Description
As a Wealth Manager, you will:
- Provide holistic financial planning advice across protection, investments, retirement, CPF strategies, wealth structuring, education planning, and related advisory areas
- Deepen existing client relationships through professional review, analysis, and long-term planning conversations
- Broaden your advisory capabilities beyond product-specific recommendations
- Leverage PIAS comprehensive platform, tools, and product suite to deliver suitable client solutions
- Maintain high standards of documentation, compliance, client suitability, and professional conduct
- Develop your practice within a team environment that values discipline, ethics, and sustainable growth
Qualifications
We are looking for candidates who are:
- Fresh Graduate, mid careers switch, no experience required
- Singapore and PR only
- Existing insurance agents, financial consultants, or financial advisory representatives
- Experienced in client advisory, financial planning, insurance, or wealth-related solutions
- Keen to expand into a broader wealth management advisory model
- Committed to long-term client relationships and professional standards
- Motivated to grow within a structured and performance-oriented advisory environment
- CMFAS-certified or willing to complete additional required certifications where applicable
What We Offer
- Very competitive compensation model and performance-based incentives
- Professional mentorship under branch director and experienced financial advisers representatives
- A collaborative branch culture built on professionalism, integrity, and continuous development
• • Flexible working arrangements and clear long-term career development.
