Financial Advisor (Insurance & Wealth Management)

About the role

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. The role focuses on building long‑term client relationships through regular portfolio reviews and strategic recommendations.

Key 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.
• Conduct regular client portfolio reviews to assess evolving financial goals and adjust strategies.
• Identify financial gaps through detailed 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.

Required profile

• Meet MAS regulatory requirements: age 21+, Singaporean or PR status for licensing.
• Minimum education: A‑Levels, local polytechnic diploma, or any degree.
• Strong interest in finance, wealth building, and personal development.
• Self‑motivated, results‑driven, and resilient in a performance‑based environment.

Required skills

What we offer

• Structured training and mentorship programs.
• Clear career progression pathways.
• Performance‑based income with bonuses and incentives.
• Flexible working hours offering autonomy.
• Supportive team culture fostering professional development.