Senior Financial Advisor
Roles & Responsibilities
To apply or find out more, pleasecontact
Leong Jia Wei
(Reg No: R25157456) on
+65 80358497
or email
jiawei@placement.com.sg
I also concurrently carry several roles with other Financial Advisories and Wealth Management (FA) firms with more Junior and Senior variants. Please browse our Company Page to find out more.
https://www.mycareersfuture.gov.sg/companies/placement-professionals-53226217D
NB. This role is a Commission-based role; the Salary Range I included is an average approximate based on past teammates’ earnings.
(Mid–Senior Level | Team Leadership & Advisory Growth)
Overview
We are along-running wealth management and financial advisory businesses based in theheart of the financial district of Singapore. An advisory focused on providinga tailored and client-centric approach to help safeguard our clients’ financialfuture whilst guiding them on the path to achieve their personal financialgoals and objectives.
Key Responsibilities
- Grow and manage a sizeable high-value client portfolio by identifying and engaging affluent international individuals from various countries (e.g. UK, Australia, India, etc).
- Conduct in-depth financial assessments and develop customised wealth management plans.
- Provide expert guidance on investment strategies, retirement planning, and risk management.
- Maintain ongoing client relationships, ensuring long-term financial success.
- Stay ahead of market trends, financial regulations, and product innovations.
Benefits & Support
- A well-established client network and exclusive GFC networking opportunities.
- Uncapped commission potential with a highly competitive earnings structure.
- Autonomy and flexibility to manage your clients while backed by a strong support team.
- Comprehensive wealth management products to offer holistic solutions.
- Regular developmental opportunities to stay ahead in the industry.
What We Are Looking For
- Minimum 5 years of experience as a licensed Financial Adviser or in a senior wealth management role.
- Proven sales performance and client management track record in wealth management, financial planning, or investment advisory for international clients from various countries (e.g. UK, Australia, India, etc).
- Strong leadership, coaching, and people-development skills
- Able to balance personal production and team development
- Determined, resilient, and growth-oriented
- Strong ability to build trusted client relationships and manage a portfolio with sizeable assets under management (AUM).
- Deep understanding of global financial markets, investment products, and portfolio management strategies.
- Extensive experience in developing and maintaining a client base, with a strong ability to turn leads into clients with significant AUM.
- Must hold or be eligible for CMFAS/SCI certifications (RE5, M8, M8A, M9, M9A).
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
Product Innovation
Valuation
Financial Planning
Wealth Accumulation
M4
Risk Management
portfolio of key client accounts
Eligibility Determination
Life Insurance
Financial Modelling
Retirement Planning
Providing expert advice
Financial Regulation
Financial Services
Conducting