Financial Advisor (Insurance & Wealth Management)

Job Summary You will advise individuals and families on insurance protection and wealth planning, delivering tailored solutions for life insurance, health coverage, savings, and investment-linked plans. You will build and sustain long-term client relationships through regular portfolio reviews, identify financial gaps, and recommend effective strategies to grow client wealth and your personal brand. Responsibilities • Advise clients on comprehensive insurance and wealth planning solutions to protect assets and support financial growth • Develop customized plans for life insurance, health coverage, savings, and investment-linked products to meet client needs • Conduct regular client portfolio reviews to assess evolving financial goals and adjust strategies accordingly • Identify financial gaps through detailed client assessments and recommend appropriate wealth-building strategies • Build and expand a personal client portfolio by establishing trust and delivering consistent value • Cultivate a professional personal brand within the financial services industry to enhance client acquisition and retention • Demonstrate resilience and adaptability by embracing coaching and continuous learning in a dynamic environment • Communicate complex financial concepts clearly and persuasively to diverse client profiles Required competencies and certifications • Meet minimum MAS regulatory requirements: Age 21 years and above • Hold minimum educational qualifications: A Levels, Local Polytechnic Diploma, or Degree (any discipline) • Possess Singaporean or Permanent Resident status as required for licensing Preferred competencies and qualifications • Strong interest in finance, wealth building, and personal development • Self-motivated with a results-driven mindset • Positive attitude and resilience in a fast-paced, performance-based environment • Advantage if M5/RES5, M9, M9A & HI cert is valid Other Information • 💼 Structured training and mentorship programs provided • 📈 Clear career progression pathways available • 💰 Performance-based income with bonuses and incentives • 🌍 Flexible working hours offering autonomy • 🤝 Supportive team culture fostering professional development