Financial Adviser

Responsibilities

• Client Advisory & Needs Analysis: Conduct comprehensive financial consultations to understand clients' financial positions, including assets, commitments, income, expenses, and risk profiles.
• Portfolio Structuring: Develop personalised strategies for wealth protection, wealth growth, retirement planning, and legacy preparation using suitable insurance solutions and investment products.
• Business Development: Build new business opportunities through networking activities, marketing initiatives, events, and client referral channels.
• Relationship Management: Establish and maintain strong client partnerships through ongoing engagement, regular reviews, and adjustments to financial plans based on changing circumstances.
• Compliance & Integrity: Ensure proper documentation is maintained and all advisory practices follow Monetary Authority of Singapore (MAS) guidelines and internal compliance standards.
• Job Requirements (Absolute Minimums)
• To comply with MAS regulations and internal governance requirements for registration as an Appointed Representative, all candidates must meet the following criteria:
• Age & Nationality
• Minimum Age: Must be at least 21 years old (regulatory requirement).
• Citizenship: Singapore Citizen or Singapore Permanent Resident (SPR).
• Minimum Academic Qualifications
• Applicants must possess at least one of the following qualifications (as required under MAS Notice FAA-N13):
• A full GCE 'A' Level certificate (passes in at least 3 H2 and 2 H1 subjects).
• An International Baccalaureate (IB) Diploma.
• A Diploma awarded by a local polytechnic in Singapore.
• A University Degree or higher qualification in any discipline. (Note: Applicants holding qualifications from overseas institutions must provide documentation proving local equivalence).
• Training, Examination & Licensing Framework
• A structured onboarding and licensing programme will be provided to successful candidates. Previous financial industry experience is not necessary, as comprehensive sponsored training will be provided to help you complete the required regulatory qualifications:
• Phase 2: Product & Practical Sales Competency (Post-Exams) After completing regulatory requirements, you will undergo structured internal training covering product knowledge, financial analysis, solution design, and practical client advisory skills.
• (Note: Candidates who already hold valid and active regulatory certification passes will bypass Phase 1 and be fast-tracked for immediate market appointment).
• Personal Attributes
• Clear credit and financial history, with a clean record free from bankruptcy, criminal background, or regulatory disciplinary actions.
• Highly self-motivated, proactive, and resilient with a strong entrepreneurial mindset.
• Strong interpersonal skills with a commitment to high ethical standards and client confidentiality.
• Choosing a career as a Financial Adviser is about creating your own success while having the support, guidance, and resources to grow alongside you. This journey combines purpose, independence, and the opportunity to achieve strong financial rewards.
• Uncapped Earning Potential: Your income growth is based on your performance and commitment. Enjoy structured support during your initial development period together with an attractive commission model, performance incentives, and rewards.
• True Autonomy & Flexibility: Take ownership of your career direction and work schedule. This opportunity allows you to manage your time, develop your practice, and grow at your own pace.
• A Career with Purpose: You will have the opportunity to positively impact lives by helping families protect their finan

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 looking for a driven, reliable, and ambitious individual to join our team as a Financial Adviser. In this position, you will support individuals, families, and business owners by guiding them through their financial planning journey. You will assess clients' financial situations, identify areas requiring protection, and provide customised solutions across life insurance, savings, healthcare, and investment products based on their needs. This role provides a structured career pathway towards leadership, continuous mentorship from experienced industry professionals, and performance-based allowances with unlimited commission opportunities.

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