Financial Advisor – Insurance & Wealth Management

About the role

We are seeking a Financial Advisor to provide insurance protection and wealth planning advice to individuals and families across Singapore. The role involves delivering tailored life, health, savings and investment‑linked solutions while building long‑term client relationships.

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 portfolio reviews to assess evolving financial goals and adjust strategies.
• 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.
• Embrace coaching, continuous learning and adapt to a dynamic environment.
• Communicate complex financial concepts clearly and persuasively to diverse client profiles.

Required profile

• Meet minimum MAS regulatory requirements: age 21 years or older.
• Hold at least A‑Levels, a local polytechnic diploma or a university degree (any discipline).
• Possess Singaporean or Permanent Resident status as required for licensing.
• Strong interest in finance, wealth building and personal development.
• Self‑motivated, results‑driven with a positive attitude in a performance‑based environment.

Required skills

What we offer

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