The posting
To apply or find out more, please contact
Leong Jia Wei
(Reg No: R25157456)
I also carry various other Financial Advisor (FA) roles of different experience/seniority levels; please browse our Company Page to find out more.
https://www.mycareersfuture.gov.sg/companies/placement-professionals-53226217D
You will provide individuals and families with guidance on insurance protection and wealth planning, offering personalised solutions across life insurance, healthcare coverage, savings, and investment-linked products. You will develop lasting client relationships through ongoing portfolio reviews, uncover financial needs, and recommend suitable strategies to support wealth growth while strengthening your professional presence.
Responsibilities
- Provide clients with holistic insurance and wealth planning advice to safeguard their assets and achieve financial objectives.
- Design personalised solutions involving life insurance, healthcare protection, savings, and investment-linked products based on clients’ requirements.
- Review client portfolios regularly to evaluate changing goals and make necessary adjustments to financial strategies.
- Identify areas of financial shortfall through comprehensive assessments and recommend suitable wealth enhancement solutions.
- Grow and manage a personal client portfolio by building trust, providing value, and maintaining strong relationships.
- Develop a professional reputation and personal brand within the financial services industry to support client growth and retention.
- Show adaptability and determination by actively participating in coaching, training, and continuous self-improvement.
- Explain financial concepts effectively and confidently to clients from different backgrounds.
Required competencies and certifications
- Meet minimum MAS regulatory requirements: Age 21 years and above
- Hold minimum educational qualifications: A Levels, Local Polytechnic Diploma, or Degree (any discipline)
- Possess Singaporean or Permanent Resident status as required for licensing
Preferred competencies and qualifications
- Strong interest in finance, wealth building, and personal development
- Self-motivated with a results-driven mindset
- Positive attitude and resilience in a fast-paced, performance-based environment
- Advantage if M5/RES5, M9, M9A & HI cert is valid
Other Information
💼 Structured training and mentorship programs provided
📈 Clear career progression pathways available
💰 Performance-based income with bonuses and incentives
🌍 Flexible working hours offering autonomy
🤝 Supportive team culture fostering professional development
By applying, you consent that the contents of your CV and answers in the form will be processed for the purpose of job matching.



