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Financial Advisor

External
PLACEMENT PROFESSIONALS logoPlacement Professionals · Singapore
S$60K–S$144K/yrFull-timeUnknownToday
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Responsibilities

  • Engage with clients to understand their financial objectives, risk preferences, and overall financial circumstances.
  • Provide professional financial guidance covering protection planning, savings, investments, and retirement solutions.
  • Create customised financial strategies tailored to each client's individual needs and goals.
  • Recommend appropriate financial solutions, including insurance plans and investment-linked products.
  • Establish and strengthen long-term client relationships through continuous engagement and regular reviews.
  • Keep informed of market developments, financial products, and regulatory changes.
  • Ensure all financial recommendations are made in accordance with MAS regulations and company guidelines.
  • Develop business opportunities through networking, referrals, and client acquisition efforts.

Requirements

  • Minimum A-Level / Diploma and above (Degree preferred but not required)
  • No experience required (training provided)
  • Strong communication and interpersonal skills
  • Self-motivated, disciplined, and willing to learn
  • Open to fresh graduates and career switchers
  • Candidates with sales, banking, insurance, or client-facing experience are welcome

Benefits

Structured training and mentorship programmeFull support for licensing (CMFAS exams)Performance-based income: $5,000 - $12,000/month potentialIncentives and performance bonusesCompany performance rewards and overseas incentive tripsFlexible and hybrid working arrangementsStrong learning and professional development opportunitiesClear and structured career progression in financial servicesAccess to HSBC Life financial solutions and support systemsWhy Join UsBuild a long-term career in wealth management and financial advisoryGain hands-on training in client advisory, financial planning, and sales developmentJoin a structured, supportive, and fast-growing financial advisory teamBe part of a performance-driven environment that rewards effort and resultsOpportunity to grow income and career progression based on performance and commitmentExposure to regional opportunities, recognition programmes, and team achievementsBy applying, you consent that the contents of your CV and answers in the form will be processed for the purpose of job matching.

Additional Information

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 We are seeking driven and motivated individuals to become part of our growing financial advisory team. This opportunity is suitable for fresh graduates, A-Level / Diploma holders, career changers, and individuals from various backgrounds, regardless of prior financial services experience. Comprehensive training and mentorship will be provided to support your development.

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