Financial Adviser Representative – Wealth Manager

1 day ago

Central Region, Singapore Singlife Financial Advisers Pte. Ltd. Full time $60,000 - $120,000 per year

Job Overview:

We are looking for driven, people-focused individuals to join our team as Financial Adviser Representatives – Wealth Managers. This role offers the opportunity to develop and manage client portfolios by providing holistic financial advice, investment solutions, and wealth-building strategies.

Key Responsibilities:

  • Provide personalized financial advice and solutions in areas including insurance, investment, retirement, and education planning.
  • Maintain and develop long-term client relationships through regular reviews and exceptional service.
  • Acquire and manage a portfolio of clients, including high-net-worth and mass affluent individuals.
  • Identify clients' financial goals and recommend appropriate wealth and risk management strategies.
  • Keep abreast of development in financial markets, product offerings, and regulatory changes.
  • Collaborate with internal stakeholders and strategic partners to ensure effective delivery of holistic financial solutions.
  • Participate in mandatory training, professional development programs, and licensing examinations as required under regulatory frameworks (for candidates not yet certified).

Requirements:

  • Bachelor's Degree or equivalent qualification preferred.
  • Excellent communication, interpersonal and analytical skills.
  • Proactive and self-driven, with a strong focus on results.
  • Able to work independently and within a team.
  • Prior experience in sales, banking, finance, or insurance is a plus.
  • Candidates with relevant certifications (e.g., CMFAS modules) will have an added advantage.

Candidates without prior experience are welcome; training and support will be provided.

What We Offer:

  • Remuneration package: Basic allowance (for inexperienced hires / Transition package (for experienced hires) + commission + performance bonus + tactical incentives.
  • Training & Development: Structured training, continuous learning opportunities and mentorship programs designed to support both new and experienced advisors.
  • Product Access: Wide range of investment and insurance solutions.
  • Career Progression: Fast-track managerial opportunities based on performance and leadership potential.
  • Recognition & Rewards: Overseas incentive trips, performance awards and recognition programs for top performers.

Join Us:

Whether you are new to financial services or looking to grow your advisory career, we welcome passionate individuals who are ready to make a difference in people's financial futures.

Apply Now by submitting your resume to [Insert your SFA Email] or connect with us at [Insert Contact Info].

Learn more at SFA - Singlife Financial Advisers

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