Financial Advisor for Financial Services

To apply or find out more, please contact

Leong Jia Wei

(Reg No: R25157456)  

jiawei@placement.com.sg

I specialize in Financial Advisory (FA) and Insurance Roles; please browse [More jobs from this company] for more roles.

Basic Salary + Commission | Flexible Work Arrangements

Whether you are a fresh graduate, exploring a mid-career switch or returning to the workforce, this opportunity offers a structured pathway into financial services, with training, mentorship and professional development support.

Key Responsibilities:

• Connect with potential and current client accounts to identify their personal financial objectives and coverage gaps.
• Perform comprehensive evaluations of financial needs to suggest appropriate coverage and wealth management strategies.
• Nurture enduring customer connections by providing consistent touchpoints and routine portfolio assessments.
• Uncover fresh commercial avenues via networking events, warm introductions, and active prospecting.
• Guide individuals through the selection of asset protection, wealth accumulation, and retirement planning options.
• Deliver expert customer service post-purchase and keep detailed, up-to-date records of all client interactions.
• Strive to meet personal growth targets and monthly sales revenue milestones.
• Adhere strictly to MAS regulatory guidelines, industry best practices, and internal compliance frameworks.
• Regulated financial advisory activities may only be performed after the necessary qualifications and appointment requirements have been satisfied.
  

Requirements:

• Minimum GCE A-Level or Diploma & above.
• Self-motivated, proactive and comfortable engaging with clients.
• Willingness to learn, develop professional knowledge and pursue relevant industry certifications.
• Comfortable with business development, client acquisition and performance-based objectives.
  

What We Offer

• Base Salary Plus Competitive Bonuses: Standard monthly pay paired with uncapped variable incentives, governed by company compensation policies.
• Adaptable Work Schedules: Freedom to structure your own calendar provided client needs and operational targets are achieved.
• Systematic Onboarding Curriculum: Step-by-step guidance designed to build industry expertise for candidates coming from non-financial backgrounds.
• Dedicated Industry Mentors: Direct coaching and advice from seasoned sector specialists during your early career phases.
• Examination Support: Assistance in preparing for the relevant regulatory examinations and certifications.
• Career Development: Opportunities to strengthen professional skills, grow a client portfolio and explore longer-term career advancement.
• We value attitude, integrity, willingness to learn and relationship-building abilities alongside professional experience.
  

Take the Next Step

If you are looking for a career where you can develop professionally, build meaningful client relationships and benefit from structured guidance, we welcome your application.

By applying, you consent that the contents of your CV and job-seeking preferences will be processed for the purpose of job matching.