
Financial Adviser Representative – Wealth Manager
21 hours ago
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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