Senior Financial Advisor

To apply or find out more, pleasecontact

Leong Jia Wei

(Reg No: R25157456) on

WhatsApp

+65 80358497

or email

[Confidential Information]

I also concurrently carry several roles with other Financial Advisories and Wealth Management (FA) firms with more Junior and Senior variants. Please browse our Company Page to find out more.

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

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

(Mid-Senior Level | Team Leadership & Advisory Growth)

Overview

We are along-running wealth management and financial advisory businesses based in theheart of the financial district of Singapore. An advisory focused on providinga tailored and client-centric approach to help safeguard our clients financialfuture whilst guiding them on the path to achieve their personal financialgoals and objectives.

Key Responsibilities

• Grow and manage a sizeable high-value client portfolio by identifying and engaging affluent international individuals from various countries (e.g. UK, Australia, India, etc).
• Conduct in-depth financial assessments and develop customised wealth management plans.
• Provide expert guidance on investment strategies, retirement planning, and risk management.
• Maintain ongoing client relationships, ensuring long-term financial success.
• Stay ahead of market trends, financial regulations, and product innovations.

Benefits & Support

• A well-established client network and exclusive GFC networking opportunities.

• Uncapped commission potential with a highly competitive earnings structure.

• Autonomy and flexibility to manage your clients while backed by a strong support team.

• Comprehensive wealth management products to offer holistic solutions.

• Regular developmental opportunities to stay ahead in the industry.

What We Are Looking For

• Minimum 5 years of experience as a licensed Financial Adviser or in a senior wealth management role.

• Proven sales performance and client management track record in wealth management, financial planning, or investment advisory for international clients from various countries (e.g. UK, Australia, India, etc).

• Strong leadership, coaching, and people-development skills

• Able to balance personal production and team development

• Determined, resilient, and growth-oriented

• Strong ability to build trusted client relationships and manage a portfolio with sizeable assets under management (AUM).

• Deep understanding of global financial markets, investment products, and portfolio management strategies.

• Extensive experience in developing and maintaining a client base, with a strong ability to turn leads into clients with significant AUM.

• Must hold or be eligible for CMFAS/SCI certifications (RE5, M8, M8A, M9, M9A).