Investment Advisor

To apply or find out more, pleasecontact

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

This role is with an investment advisory firm focused on redefining financial advisory by emphasising transparency, particularly in commissions for insurance and investment products. The organisation aims to build trust with clients by delivering ethical, client-first advice supported by technology and data-driven insights.

As a Financial Adviser, you will provide personalised wealth management solutions while leveraging FinTech tools and a structured training programme with mentorship. The role also offers the opportunity to build your own advisory practice within a supportive and growth-oriented environment.

Key Responsibilities

• Deliver customised financial advice across investments, insurance, retirement planning, and overall wealth management
• Build and nurture long-term client relationships by understanding their financial needs and recommending suitable solutions
• Offer a wide range of products, including unit trusts, ETFs, bonds, equities, and insurance solutions
• Identify and develop new business opportunities through networking, referrals, and outreach activities
• Conduct regular financial reviews to ensure clients plans remain aligned with their evolving goals
• Provide ongoing client support, including outside of standard working hours when required
• Ensure all advisory activities comply with regulatory standards and internal policies

Requirements

• Strong communication and interpersonal skills, both written and verbal
• A client-focused mindset with a professional, detail-oriented, and approachable attitude
• Keen interest in investment and financial products (relevant experience is an advantage but not required)
• Minimum academic qualifications such as GCE A Levels, International Baccalaureate Diploma, local polytechnic diploma, or equivalent
• Relevant certifications or exemptions (e.g. CMFAS/IBF modules) will be an advantage

Candidates without prior working experience are welcome to apply.

Training, Tools & Career Development

You will benefit from an acceleration programme that includes structured training and mentorship, equipping you with the skills and knowledge to succeed. The firm also provides access to FinTech tools to enhance your ability to deliver personalised, data-driven advisory services.

Compensation & Work Structure

• Commission-based remuneration with potential for high earnings
• Employee-style benefits despite a performance-based income structure
• Flexibility to build and grow your own client base and advisory practice