Student Financial Advisor – Full‑Time, Singapore

About the role

As a Student Financial Advisor you will provide personalized financial and protection advice to clients, helping them achieve goals such as retirement, education funding, and wealth accumulation. You will stay current on market developments and investment products to deliver relevant recommendations. The role focuses on building trusted, long‑term relationships while supporting clients through all stages of their financial journey.

Key responsibilities

• Develop individualized financial advice based on each client’s financial and protection needs.
• Assist clients with planning for retirement, education, and investment objectives.
• Recommend wealth‑accumulation strategies aligned with client goals.
• Maintain and nurture long‑term, trusted client relationships.
• Stay up‑to‑date with market trends, new investment products, and regulatory changes.

Required profile

• Singaporean citizen or permanent resident.
• At least 21 years of age.
• Minimum qualification: GCE ‘A’ Level (full certificate) or a diploma from a recognised Singapore polytechnic or equivalent.
• Willingness to obtain CMFAS certifications (RES5, M9, M9A, HI) – training provided.

What we offer

• Flexible working hours.
• Attractive allowance (excluding commissions).
• Uncapped commissions and overseas incentive trips.
• Comprehensive mentorship and training programmes from entry to leadership level.
• Supportive culture that fosters growth and collaboration.