Financial Adviser / Personal Wealth Manager

About the role

Join a leading wealth advisory firm in Singapore as a Financial Adviser / Personal Wealth Manager. You will help individual and corporate clients protect, grow, and transfer their wealth through a comprehensive suite of financial solutions.

Key responsibilities

• Provide tailored advice on life insurance, investments, employee benefits, general insurance, risk management, mortgages, tax optimisation, retirement, estate planning, wills, trusts and legacy strategies.
• Develop and maintain strong client relationships, understanding their financial goals and delivering personalised solutions.
• Identify new business opportunities and expand the client base through networking and referrals.
• Collaborate with internal teams to ensure seamless service delivery and compliance with regulatory standards.

Required profile

• A‑Levels, a full 3‑year diploma or a university degree.
• Experience in sales, marketing, business development, relationship or account management is advantageous.
• Ambitious, results‑driven, self‑motivated, meticulous and coachable.
• Excellent communication and interpersonal skills with a positive, engaging personality.

Required skills

What we offer

• Joining bonus and monthly business allowance.
• Proven system to achieve a five‑figure monthly income in the first year.
• Unrestricted, recurring commissions, bonuses and renewal schemes.
• Flexible working hours and the freedom to choose clients and specialisation.
• Opportunities for free international trips, continuous professional development and dedicated marketing support.
• Clear career progression from consultant to manager to director, with the potential to build your own financial services company.