Financial Advisor (Insurance & Wealth Management)

Job Summary

You will advise individuals and families on insurance protection and wealth planning, delivering tailored solutions for life insurance, health coverage, savings, and investment-linked plans. You will build and sustain long-term client relationships through regular portfolio reviews, identify financial gaps, and recommend effective strategies to grow client wealth and your personal brand.

Responsibilities

Advise clients on comprehensive insurance and wealth planning solutions to protect assets and support financial growth

Develop customized plans for life insurance, health coverage, savings, and investment-linked products to meet client needs

Conduct regular client portfolio reviews to assess evolving financial goals and adjust strategies accordingly

Identify financial gaps through detailed client assessments and recommend appropriate wealth-building strategies

Build and expand a personal client portfolio by establishing trust and delivering consistent value

Cultivate a professional personal brand within the financial services industry to enhance client acquisition and retention

Demonstrate resilience and adaptability by embracing coaching and continuous learning in a dynamic environment

Communicate complex financial concepts clearly and persuasively to diverse client profiles

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