Total 117 supp advisor job vacancies in Others category in Hong Kong

Advise clients on wealth management and growth strategies:

- Provide expert advice on investment opportunities and risk management

- Help clients achieve their financial goals, such as retirement planning or wealth transfer

- Offer guidance on tax-efficient investment strategies

Manage portfolios and conduct regular reviews:

- Oversee client investment portfolios and make adjustments as needed

- Monitor market trends and rebalance portfolios to optimize performance

- Ensure portfolios align with client risk tolerance and investment objectives

Develop financial plans aligned with client goals:

- Work with clients to understand their financial objectives and create personalized plans

- Identify areas for improvement and provide recommendations

- Help clients prioritize their financial goals and create a roadmap to achieve them

Build and maintain strong client relationships:

- Foster trust and rapport with clients through regular communication and excellent service

- Understand client needs and provide tailored solutions

- Stay up-to-date on client changes and adjust advice accordingly

Provide investment advice and guidance to clients:

- Offer personalized investment advice and recommendations

- Help clients understand investment options and strategies

- Provide guidance on portfolio management and asset allocation

Manage client portfolios and develop investment strategies:

- Create and manage client investment portfolios

- Develop investment strategies aligned with client goals and risk profile

- Monitor and adjust portfolios as needed

Conduct market research and due diligence on investments:

- Research investment products, markets, and trends

- Assess investment opportunities and risks

- Conduct due diligence on potential investments

Ensure client investments meet their goals and risk profile:

- Ensure investments align with client objectives and risk tolerance

- Monitor portfolio performance and adjust as needed

- Communicate regularly with clients on portfolio performance and strategy

Advise clients on wealth management and growth strategies:

- Provide expert advice on investment opportunities and risk management

- Help clients achieve their financial goals, such as retirement planning or wealth transfer

- Offer guidance on tax-efficient investment strategies

Manage portfolios and conduct regular reviews:

- Oversee client investment portfolios and make adjustments as needed

- Monitor market trends and rebalance portfolios to optimize performance

- Ensure portfolios align with client risk tolerance and investment objectives

Develop financial plans aligned with client goals:

- Work with clients to understand their financial objectives and create personalized plans

- Identify areas for improvement and provide recommendations

- Help clients prioritize their financial goals and create a roadmap to achieve them

Build and maintain strong client relationships:

- Foster trust and rapport with clients through regular communication and excellent service

- Understand client needs and provide tailored solutions

- Stay up-to-date on client changes and adjust advice accordingly

Provide investment advice and guidance to clients:

- Offer personalized investment advice and recommendations

- Help clients understand investment options and strategies

- Provide guidance on portfolio management and asset allocation

Manage client portfolios and develop investment strategies:

- Create and manage client investment portfolios

- Develop investment strategies aligned with client goals and risk profile

- Monitor and adjust portfolios as needed

Conduct market research and due diligence on investments:

- Research investment products, markets, and trends

- Assess investment opportunities and risks

- Conduct due diligence on potential investments

Ensure client investments meet their goals and risk profile:

- Ensure investments align with client objectives and risk tolerance

- Monitor portfolio performance and adjust as needed

- Communicate regularly with clients on portfolio performance and strategy

Responsibilities

• Boosting sales revenue and profitability by achieving sales targets
• Handle customer’s queries, feedbacks/complaints professionally
• Conduct professional scalp analysis; demonstrate features/ benefits of treatments, services and products
• Recommend packages according to individual needs and conditions
• Constantly educate customers on the necessity and benefits of company’s treatments, services and products
• Build rapport with customer and providing good customer service and needs in relation to hair & scalp enquiries
• Perform basic hands-on treatments when necessary
• Updating of customer’s progress in the treatment card and computer system
• Telemarketing and attending to phone calls
• Conduct regular stock-take, responsible for healthy stock level in store and stock ordering
• Provide administrative support and complete daily sales report for the outlet manager
• Assist in display of merchandise, ensuring branding alignment and standards are maintained
• Assist in other areas where necessary to ensure the smooth operation of the store
• Other ad-hoc tasks as assigned by the Supervisor

Requirements

• Certificate in any discipline
• Experience and competent in sales with minimum 3 years of relevant experience preferably in beauty industry
• Excellent communication skills (Bilingual) to liase with English and Chinese speaking customers
• Sensitive to customers’ needs and attention to details
• Strong sense of responsibility and urgency
• Be self-motivated; high stress tolerance
• Good team player, service oriented and proactive
• Willing to work retail hours, on weekends and public holidays

Job Overview:

We are seeking a motivated and client-focused Wealth Advisor to provide financial planning and advisory services to individuals and businesses. The ideal candidate will assist clients in achieving their financial goals through personalized strategies, strong relationship management, and professional financial guidance.
Build a meaningful career while helping others secure their financial future.

Key Responsibilities:

• Build and maintain strong client relationships
• Understand clients’ financial goals and provide suitable solutions
• Conduct financial reviews and needs analysis
• Advise on wealth management, savings, insurance, and investment solutions
• Develop personalized financial plans
• Stay updated on financial products, market trends, and industry regulations
• Provide excellent customer service and ongoing client support
• Generate leads and expand client networks through referrals and business development activities

Requirements:

• Strong communication and interpersonal skills
• Self-motivated, driven, and goal-oriented
• Ability to work independently and manage time effectively
• Good problem-solving and analytical skills
• Sales or customer service experience is an advantage
• Diploma or Degree in any field preferred

What We Offer:

• Flexible working environment
• Training and mentorship provided
• Career growth opportunities
• Attractive commission and incentive structure
• Supportive team environment

Job Type:

Full-time / Part-time / Freelance

Application Process: 

To apply for this position, please submit your resume and cover letter to jdsexecutivecontact@gmail.com
Shortlisted candidates will be contacted for interviews.  

About The Company

Avallis Financial has been a trusted name in independent financial advisory services since its establishment in 1997 as First Principal Financial. As a pioneer in the industry in Singapore, the company is committed to an open and transparent service model that prioritizes clients' interests. Avallis Financial continues to grow by empowering clients through personalized advice and innovative solutions. With a heritage of delivering exceptional financial guidance, the company ensures clients have a clear advantage in every financial decision.

What We Offer

• Comprehensive training & support for financial certifications
• Mentorship from experienced financial professionals
• Access to a wide range of insurers and financial products
• Flexible schedule with remote work options
• Modern tools and systems to help you succeed
• Attractive commission-based earnings
• Clear path for career progression and growth

What We Are Looking For

1. A genuine interest in personal finance and helping others
2. Strong communication and interpersonal skills
3. Self-motivated and proactive with a high level of integrity
4. Eagerness to learn and grow in the financial sector
5. Previous experience in sales or customer service is a bonus (not required

Role Description

This is a full-time hybrid role based in Singapore for an Independent Financial Adviser, with opportunities for career switchers. The successful candidate will provide tailored financial solutions by assessing clients’ financial situations, goals, and needs. Responsibilities include offering guidance on financial planning, retirement planning, and investment strategies, assisting clients with financial decisions, and maintaining strong long-term client relationships. The role offers flexibility with both in-office and work-from-home arrangements.

Manage client wealth holistically:

- Take a comprehensive approach to managing client wealth and investments

- Consider all aspects of client financial situation and goals

- Provide integrated solutions for wealth management and planning

Develop long-term financial plans:

- Work with clients to set and achieve long-term financial goals

- Develop personalized financial plans aligned with client objectives

- Review and update plans regularly to reflect changes in client circumstances

Provide investment advice and portfolio management:

- Offer expert investment advice and guidance

- Manage client portfolios and make investment decisions

- Monitor portfolio performance and adjust strategies as needed


Build relationships with high-net-worth clients:

- Foster strong relationships with affluent clients

- Understand client goals, needs, and preferences

- Provide exceptional service and tailored solutions to meet client needs

Our client is a leading insurer in Singapore. They have a few openings for the Client Advisor position

You will be based in one of the outlets island-wide in Singapore !

As a Client Advisor, you are the frontline representative of the company, operating out of physical branches or advisory centers. This is a full-time, permanent corporate sales role designed for individuals who want a blend of stability and performance-driven upside. Your main objective is to provide professional, honest, and comprehensive financial planning solutions (savings, protection, and investments) to individuals across different life stages, relying on a robust internal lead database and cross-team referrals.

Responsibilities

Your daily duties map out across relationship management, sales execution, and pipeline generation:

• Financial Consultation: Conduct thorough financial needs analysis and fact-finding to assess clients' unique goals, mapping out tailored insurance and investment solutions.

• Relationship Management: Build and nurture deep, long-lasting relationships with existing and potential customers to ensure retention and long-term financial competency.

• Lead Optimization: Proactively manage and act on leads provided by the internal database, setting up structured appointments with potential clients.

• Internal Referral Conversion: Collaborate closely with Branch Services colleagues (such as bank tellers and customer service representatives) to actively convert walk-in customer referrals.

• Branch Activation: Capitalize on sales opportunities through scheduled customer events, financial review booths, and local branch engagement activities.

• Operational Integrity: Maintain highly detailed client records and documentation, processing new insurance applications and policy changes accurately and efficiently.

Requirements

The company keeps this role accessible to newcomers by offering comprehensive corporate training, but applicants must meet the following baseline educational and certification criteria:

• Minimum Education: Must possess a Full GCE A-Level certificate, Polytechnic Diploma, or University Degree in any field of study.

• Experience Level: No prior insurance experience required. Candidates with no experience or mid-career switchers keen on a banking and finance sales track are explicitly welcomed.

• Key Soft Skills: Strong interpersonal and communication skills, a high degree of empathy, problem-solving capabilities, and a genuine passion for client advisory.

• Motivation Drive: Highly self-motivated by tangible results and comfortable working within a multi-layered, performance-based incentive structure.

• Regulatory Certifications (CMFAS):

  • Possession of Capital Markets and Financial Advisory Services (CMFAS) certifications—specifically M5, M9, M9A, HI, BCP, and PGI—is highly preferred.

  • Note: If you do not have these certifications, the company will sponsor your examinations and provide structured licensing training upon hire.

It's a 5-day work week, you need to work over the weekends(Saturday and Sunday), they will give you 2 weekdays off

Applicants who are interested to apply for this position can send your latest resume to alfred.lai@paradigmrecruitment.com.sg

Alfred Lai
EA Reg No: R1545971
EA License No: 21C0434

Develop wealth management strategies for clients:

- Create tailored wealth management plans aligned with client goals

- Consider all aspects of client wealth, including investments, taxes, and estate planning

- Collaborate with clients to set and achieve wealth objectives

Provide investment advice and planning for wealth growth/protection:

- Offer investment advice and strategies for wealth growth and protection

- Provide guidance on asset allocation, risk management, and wealth preservation

- Help clients navigate complex investment decisions

Analyze client portfolios and optimize wealth plans:

- Review and analyze client portfolios and wealth plans

- Identify areas for optimization and improvement

- Implement changes to enhance portfolio performance and alignment with goals

Focus on long-term wealth goals and legacy planning:

- Help clients set and achieve long-term wealth goals (e.g., retirement, legacy)

- Consider estate planning, tax efficiency, and intergenerational wealth transfer

- Provide guidance on philanthropy and charitable giving strategies

6 work days

AM Shift - 10am - 6pm

Mid Shift - 12pm - 8pm

Mid Shift - 2pm - 10pm / 1pm - 9pm

Convenient Locations (Walk Distance from MRT)

Duties:

- Recommend & showcase the best beauty products.

- Demonstrate our beauty products.

- Engage customers & provide expert advice.

- Keep the store organized & fully stocked.

Requirements:

- Able to engage and speak to customers.

- Comfortable in a fast-paced, fun retail environment.

Kindly send your resume to 9728 9671 !!!

Manage client wealth holistically:

- Take a comprehensive approach to managing client wealth and investments

- Consider all aspects of client financial situation and goals

- Provide integrated solutions for wealth management and planning

Develop long-term financial plans:

- Work with clients to set and achieve long-term financial goals

- Develop personalized financial plans aligned with client objectives

- Review and update plans regularly to reflect changes in client circumstances

Provide investment advice and portfolio management:

- Offer expert investment advice and guidance

- Manage client portfolios and make investment decisions

- Monitor portfolio performance and adjust strategies as needed


Build relationships with high-net-worth clients:

- Foster strong relationships with affluent clients

- Understand client goals, needs, and preferences

- Provide exceptional service and tailored solutions to meet client needs

Develop wealth management strategies for clients:

- Create tailored wealth management plans aligned with client goals

- Consider all aspects of client wealth, including investments, taxes, and estate planning

- Collaborate with clients to set and achieve wealth objectives

Provide investment advice and planning for wealth growth/protection:

- Offer investment advice and strategies for wealth growth and protection

- Provide guidance on asset allocation, risk management, and wealth preservation

- Help clients navigate complex investment decisions

Analyze client portfolios and optimize wealth plans:

- Review and analyze client portfolios and wealth plans

- Identify areas for optimization and improvement

- Implement changes to enhance portfolio performance and alignment with goals

Focus on long-term wealth goals and legacy planning:

- Help clients set and achieve long-term wealth goals (e.g., retirement, legacy)

- Consider estate planning, tax efficiency, and intergenerational wealth transfer

- Provide guidance on philanthropy and charitable giving strategies