Financial Advisor (Wealth Management)
4000 - 6000 SGDFull-time
ET MARKETING PTE. LTD.
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
Vacancy posted 1 day ago
Similar jobs that could be interesting for youBased on the Financial Advisor (Wealth Management) in Singapore vacancy
3000 - 8000 SGD
...Financial planning is ultimately about people, not policies. For over three decades, I have helped families in Singapore navigate... ...financial security for families. As a regular speaker on wealth management, retirement planning, legacy building, and career leadership,...4000 - 10000 SGD
...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...4000 - 8000 SGD
...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...3000 - 6000 SGD
...the responsibility of advising your clients on all wealth matters to ensure that they achieve lifetime financial security and success. As your clients begin to recognise... ...owner and enjoy independence and the freedom to manage your time. You will benefit from the continuous...2000 - 10000 SGD
...for motivated individuals to join us as Financial Advisors. This full-time role is designed for... ...planning solutions covering protection, wealth accumulation, and legacy planning Learn... ...client acquisition and relationship management through mentorship and team support...2800 - 5000 SGD
...People avoid adviser-assisted financial planning due to a lack of trust. iFAST Global Markets (iGM) is an investment advisory business... ..., you will be empowered with FinTech to provide personalised wealth management solutions and develop a personal wealth management hub along...2000 - 5000 SGD
...Are you interested in investment, retirement, wealth growth and financial concepts? Our client is a good leader, who is willing to guide and coach in lead generation and closures. We are looking for talents who can interact positively with others and keen to make an impact...8000 - 12000 SGD
...****@*****.*** I also carry various other Financial Advisor (FA) roles of different experience/seniority levels; please... ...advisory practice. We are one of Singapore’s most established wealth management and financial advisory firms with a long-standing presence...2000 - 7000 SGD
...candidates. Job Scope: Recommend comprehensive strategies spanning wealth protection, savings, retirement, and investment planning... ...by actively listening and guiding clients through shifting financial milestones Benefit from one-on-one mentorship and sales supervision...2500 - 9000 SGD
...Senior Financial Advisor (Recruit123 – Hiring on behalf of client) About the Role Recruit123 is... ...culture. Key Responsibilities Build and manage long‑term client relationships... ...and advisory solutions across protection, wealth accumulation, retirement, and legacy planning...3000 - 4500 SGD
...Overview: Our team of Financial Advisors are responsible for the growing business of the Bank by forging deep and long-term relationships... ...our Client’s needs and provide unbiased advice in managing and growing their wealth. Responsibilities: Achieve consistent sales...4000 - 6000 SGD
....com.sg I also carry various other Financial Advisor (FA) roles of different experience/seniority... ...to find out more. As a Personal Wealth Executive within the Personal Banking... ...individual needs. We help customers manage their finances effectively and work towards...2000 - 10000 SGD
...for driven, people-focused individuals to join our team as Wealth Managers - Financial Adviser Representatives. This role offers the opportunity to... ...programs designed to support both new and experienced advisors. • Product Access: Wide range of investment and insurance...- ...a premier, MAS-licensed independent fund management firm serving high-net-worth individuals,... ...executives, the firm seamlessly bridges European financial depth with dynamic Asian growth markets.... .../Team to join the firm's expanding wealth management team. In this role, you will have...
6000 - 9000 SGD
...free from the ordinary and build an extraordinary career as a Wealth Strategy Advisor. This Role Is Designed For People Who Want a Change... ...qualified clients generated by our system Understand their financial goals and needs Provide professional wealth planning solutions...3500 - 6000 SGD
...57456) ****@*****.*** I specialize in Financial Advisory (FA) and Insurance Roles; please browse [More... ...Organization We represent a robust collective of over 80 wealth advisors alongside five management leaders and associate directors. Our organization was...4000 - 5000 SGD
...) ****@*****.*** I also carry various other Financial Advisor (FA) roles of different experience/seniority levels; please browse... ...help clients make informed decisions. Client Relationship Management: Strengthen client partnerships through regular reviews and...4000 - 8000 SGD
...Atlas Advisors Group is expanding its advisory team and is seeking Wealth Managers to provide personalised protection, wealth and financial planning solutions to individuals, families and businesses. As part of a private financial advisory brokerage working with more than...4500 - 9500 SGD
...Company Description Avallis Financial Pte Ltd is an independent financial advisory... ...both for clients and for yourself. Every advisor who joins Avallis undergoes a... ...financial assessments, and developing tailored wealth management plans. Day-to-day tasks include advising...5500 - 9500 SGD
...Elevate Your Career with Singapore’s Favourite Independent Financial Advisory Firm Are you a driven, sociable and ambitious individual... ...client base, and commitment to unbiased, personalised wealth management. We specialise in supporting globally minded clients with tailored...- ...recognised investment and advisory organisation managing significant capital across public and... ...investment solutions and comprehensive wealth advisory services. The organisation is... ...under senior guidance Coordinate financial, tax, and investment documentation for client...
3000 - 3500 SGD
...Role Overview Are you a detail-oriented professional with a passion for wealth management and client success? Our firm is seeking a dynamic Corporate Financial Advisor to join our client-facing team. In this role, you will provide expert guidance to clients, manage...4500 - 5000 SGD
...insurance customers to date. About the role Poni Insurtech is seeking an experienced Client Relationship Executive/Manager (Financial Advisor) to join us. This is a full-time position that plays a crucial role in building and maintaining strong relationships with our...4000 - 10000 SGD
...Financial Adviser / Personal Wealth Manager Choosing this career can make a massive impact on your life in the next 5 years, as all the success stories of our top financial advisers and wealth managers have shown. How do you know if this is the right opportunity for you...16000 - 25000 SGD
...Key Responsibilities: - Conduct financial need analysis, recommend tailored solutions for wealth accumulation, protection, and legacy... ...wealth segments - Work with financial advisors and other teams to deliver cohesive wealth management solutions - Analyze market trends,...3000 - 4500 SGD
...Fresh Degree Graduates without relevant work experience/certifications in wealth management - About the Department: The Retail function provides Personal and Business Banking customers with financial solutions tailored to their needs. We help them manage their money...3300 - 3900 SGD
...by cultivating strong client relationships and offering tailored financial protection solutions. Build and nurture long-term... ...general insurance products. Identify new growth avenues and manage a robust client pipeline to meet key performance indicators....5000 - 9500 SGD
...Company Overview Avallis Financial Pte Ltd is an independent financial advisory firm in Singapore since 1997. It delivers objective... ...decisions aligned with their best interests. Job Summary As a Wealth Manager at Avallis Financial, you will develop tailored wealth...4000 - 6000 SGD
...Bank in Singapore within the Retail and Personal Financial Services function. The position focuses on... ...and Business Banking customers, helping them manage their finances and achieve their financial goals. As a Personal Wealth Executive, you will provide financial advisory...6000 - 12000 SGD
...passionate about helping others grow their wealth and achieve financial freedom? Do you have an... ...PhillipCapital, with its robust Wealth Management arm, is looking for dedicated professionals... ...management, you will be the trusted advisor guiding them on their financial...
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Financial Advisor (Wealth Management). Be the first to apply!
