Wealth Advisor

About the role

We are seeking a motivated Wealth Advisor to join our multi‑channel distribution team in Singapore. You will help individuals and businesses achieve their financial goals by delivering comprehensive protection, wealth accumulation, retirement and investment solutions.

Key responsibilities

• Conduct financial needs analysis and recommend appropriate protection, wealth and investment products.
• Develop personalised financial strategies based on clients’ circumstances.
• Provide professional advice on insurance and financial planning for individuals and corporate clients.
• Perform regular client reviews to keep financial plans aligned with changing life goals.
• Prepare and explain financial summaries, income projections and investment performance reports.
• Build and maintain strong, long‑term relationships with new and existing clients.
• Deliver exceptional customer experiences while upholding the highest standards of integrity.

Required profile

• Bachelor’s degree in any discipline.
• CMFAS certifications (M5/RES5, M9, M9A, HI, BCP, PGI).
• Strong communication and interpersonal abilities.
• Results‑driven and motivated by performance‑based rewards.
• Passion for helping individuals and families improve their financial well‑being.
• Self‑motivated, resilient and client‑focused.

Required skills

What we offer

• Monthly basic salary of SGD 4,200 – 6,000.
• Attractive incentives and employee benefits.
• Structured training and clear career progression.
• Support from a leading financial services company.