Financial Adviser
Singapore | Full Time | Hybrid
Are you looking for a new career move - higher earning potential, industry leading incentives, sponsored certification, multi-product accessibility and a professional advisory platform where you can deepen your expertise, grow your portfolio, and progress toward leadership opportunities?
Our client is a financial advisory practice offering a opportunity to become a fully trained and certified Financial Adviser. To work for a leading global consultancy in the Financial Services sector.
In your role you will provide regulated advisory services covering protection, health, wealth accumulation, retirement, investment and legacy planning needs. You will conduct financial needs analysis, deliver suitable recommendations, manage client relationships and ensure advisory conduct standards are met in accordance with MAS guidelines.
Key Responsibilities
• Conduct consultations, fact-finding and risk profiling
• Develop and present tailored financial planning recommendations
• Manage servicing, claims support and portfolio reviews
• Build and retain client relationships through networking and referrals
• Maintain accurate documentation and suitability records
• Coordinate with compliance, underwriting and operations functions
• Meet activity expectations and advisory performance benchmarks
Requirements
• A degree or full diploma (minimum 2 years) in any field
• A strong interest in client engagement and advisory services
• A familiarity with platform-based or multi-insurer advisory environments is an advantage
• Strong communication and relationship-building skills
What’s on Offer
This role is suited to professionals who value a reputable organisation with strong infrastructure and an established advisory team. Our client provides premium central office facilities, dedicated meeting spaces, high-quality digital tools, flexible working arrangements and a collaborative culture designed to help you succeed.
Advisers will benefit from structured capability development, advanced training pathways, leadership progression opportunities and a remuneration framework that rewards performance. You will be supported by operations, compliance and specialist teams, enhancing your ability to focus on client work and production outcomes.
Who Thrives Here
You will do well in this role if you demonstrate integrity, professionalism and accountability, and take pride in operating within a client-first environment. You enjoy engaging clients, building relationships, continuous learning and functioning as part of a well-established team where quality and performance matter.
Next Steps
If this role sounds like you, please apply for a confidential discussion. Please note only candidates who meet the minimum requirements will be contacted.
EA Licence: 19S9698
KAH Licence: R1548541
