Financial Adviser

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. Key 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 governanc…