Financial Advisor

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

Are you a driven, outgoing, and ambitious individual looking to maximise your potential with a firm that is committed to your professional growth?

At our firm, we are more than just a workplace; we are a community of professionals dedicated to delivering exceptional value to clients while supporting the career development of our team members.

Why Join Us?

With over 20 years of experience as one of Singapore’s established independent financial advisory firms, we are recognised for our strong reputation, diverse international client base, and commitment to providing objective, personalised wealth management solutions. We specialise in helping globally connected clients achieve their financial goals through customised strategies that create meaningful outcomes.

Join us and become part of a culture built on teamwork, innovation, and a genuine commitment to supporting both clients and colleagues.

What Makes Us Different?

Unrivalled Support & Infrastructure: Focus on building client relationships and growing your practice while benefiting from advanced tools, marketing resources, compliance guidance, and paraplanning support.

Access to a Prestigious Client Network: Gain exposure to high-net-worth and international clients while participating in exclusive networking opportunities that help expand your professional reach.

Flexible Autonomy: Manage your client portfolio independently while having access to the support and expertise of an experienced team.

Limitless Earnings: Benefit from a transparent and competitive commission structure where your achievements determine your rewards.

Continuous Growth: Enhance your expertise through customised training, workshops, and industry knowledge to stay ahead of evolving market trends.

Your Role

• Develop and manage a portfolio of high-value clients by delivering comprehensive wealth management solutions to international clients across different markets.
• Provide personalised financial advice covering investments, retirement planning, and risk management strategies designed for long-term client outcomes.
• Build strong, lasting client relationships through trusted communication and valuable financial insights.
• Keep updated on global financial markets and regulatory developments to provide relevant and informed recommendations.
  

Who You Are

• Fresh graduates/ Final-year students from Finance, Business or related fields, or Wealth Management professionals with at least 1 - 4 years of experience.
• Sociable, confident and strong interpersonal skills in building trust and rapport with international clients from various countries (e.g. UK, Australia, India, etc).
• Driven and ambitious to expand and manage a portfolio with significant assets under management.
• Passionate about learning and understanding global financial markets, investment products and wealth strategies.
• Willing to undergo CMFAS/SCI certifications (RES5, M8, M8A, M9, M9A, HI).
  

What We Offer

• A competitive, tailored remuneration package that values your experience and portfolio.
• A vibrant, supportive culture that values your ideas and ambitions.
• The chance to be part of a dynamic team that is shaping the future of financial advisory in Singapore and beyond.
  

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
Market Trend Analysis
Administrative Roles
Contact Centre
Innovation
Financial Planning
Helping Clients Succeed
Wealth Accumulation
Risk Management
Growth Management
Prospect within businesses
Global Regulatory Compliance
Financial Modelling
Maintaining Client Relationships
Role Playing
Retirement Planning
International Clients