client advisor(Bugis,5 days work)

We’re expanding and seeking 3Client Advisors to join our branches and advisory centers. This full‑time, permanent advisory & sales role offers stability with performance‑driven rewards. You’ll leverage internal leads and cross‑team referrals to build relationships, provide honest financial solutions and drive growth. Fresh graduates and those passionate about financial services are encouraged to apply.

Key Responsibilities

·      Provide financial advice through structured fact‑finding aligned with customer goals.

·      Build and sustain long‑term relationships with existing and new customers.

·      Drive sales opportunities via customer events, financial reviews, and branch activities.

·      Grow the customer base by acting on database leads and arranging appointments.

·      Handle referrals from Branch Services colleagues into successful sales.

·      Handle walk‑in customer enquiries with professionalism and care.

·      Proactively engage clients to understand their financial goals and needs.

Key Requirements

·      Local Diploma or Degree in any field

·      Possess good interpersonal skills and be passionate about helping clients achieve greater financial competency

·      Excellent problem-solving and analytical skillsto identify the right financial solutions

·      Ability to work independently and as part of a team

·      Interested in financial products and regulations, or a willingness to learn

·      Fresh graduates are welcome to apply!

What we offer

·      Competitive salary and performance-based bonuses

·      Curated training and development opportunitiesto support professional growth

·      Comprehensive health and wellness benefits

·      Flexible work arrangements to support work-life balance

A collaborative and supportive team culture

**We regret that only shortlisted candidates will be notified.

Your Profile will be kept in our database for more career opportunities.

We wish you all the best in your job search.

EA personnel: Ong Ping Tiong

EA personnel Reg No: R25127323

EA License No: 24C2562