Financial Advisor (Insurance & Wealth Management)

PLACEMENT PROFESSIONALS • Islandwide, SG

4 days ago

Job description

Roles & Responsibilities

To apply or find out more, please contact

Leong Jia Wei

(Reg No: R25157456)

jiawei@placement.com.sg

I also carry various other Financial Advisor (FA) roles of different experience/seniority levels; please browse our Company Page to find out more.

https://www.mycareersfuture.gov.sg/companies/placement-professionals-53226217D

You will provide individuals and families with guidance on insurance protection and wealth planning, offering personalised solutions across life insurance, healthcare coverage, savings, and investment-linked products. You will develop lasting client relationships through ongoing portfolio reviews, uncover financial needs, and recommend suitable strategies to support wealth growth while strengthening your professional presence.

Responsibilities

Provide clients with holistic insurance and wealth planning advice to safeguard their assets and achieve financial objectives.
Design personalised solutions involving life insurance, healthcare protection, savings, and investment-linked products based on clients’ requirements.
Review client portfolios regularly to evaluate changing goals and make necessary adjustments to financial strategies.
Identify areas of financial shortfall through comprehensive assessments and recommend suitable wealth enhancement solutions.
Grow and manage a personal client portfolio by building trust, providing value, and maintaining strong relationships.
Develop a professional reputation and personal brand within the financial services industry to support client growth and retention.
Show adaptability and determination by actively participating in coaching, training, and continuous self-improvement.
Explain financial concepts effectively and confidently to clients from different backgrounds.

Required competencies and certifications

Meet minimum MAS regulatory requirements: Age 21 years and above
Hold minimum educational qualifications: A Levels, Local Polytechnic Diploma, or Degree (any discipline)
Possess Singaporean or Permanent Resident status as required for licensing

Preferred competencies and qualifications

Strong interest in finance, wealth building, and personal development
Self-motivated with a results-driven mindset
Positive attitude and resilience in a fast-paced, performance-based environment
Advantage if M5/RES5, M9, M9A & HI cert is valid

Other Information

💼 Structured training and mentorship programs provided

📈 Clear career progression pathways available

💰 Performance-based income with bonuses and incentives

🌍 Flexible working hours offering autonomy

🤝 Supportive team culture fostering professional development

By applying, you consent that the contents of your CV and answers in the form will be processed for the purpose of job matching.

Tell employers what skills you have

Wealth Management
Financial Statements Analysis
Continuous Improvement
Insurance Planning
Financial Planning
Healthcare
Financial Assessments
Financial Concepts
Wealth Accumulation
Asset Protection
Client Investment Suitability
Partner Portfolio
Value Creation
Portfolio Management
Life Insurance
Financial Modelling
Savings
Financial consultancy
Develop and Coach
Financial Services

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