The posting
1. Client Advisory & Relationship Management
- Identify and prospect potential clients
- Conduct holistic financial needs analysis
- Develop personalized financial plans
- Build long-term client relationships
- Provide regular portfolio reviews and updates
2. Product & Solution Structuring
- Recommend suitable solutions including: Life insurance Health insurance Investment-linked policies Retirement planning solutions Savings and wealth accumulation plans
- Explain product features, risks, and benefits clearly
3. Compliance & Documentation
- Ensure adherence to regulatory and compliance standards (e.g., MAS guidelines in Singapore)
- Complete documentation accurately and ethically
- Maintain proper client records
4. Continuous Professional Development
- Stay updated with financial products and market trends
- Attend training sessions and professional development programs
🧠 Required Qualifications
- Relevant certifications (e.g., CMFAS modules in Singapore)
- Strong interpersonal and communication skills
- Sales-driven, self-motivated, and goal-oriented



