Financial Advisor

To apply or find out more, please contact

Leong Jia Wei

(Reg No: R25157456)  

[email protected]

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.

Key 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
  

What We Offer

• Structured training and mentorship programme
• Full support for licensing (CMFAS exams)
• Performance-based income: $5,000 – $12,000/month potential
• Incentives and performance bonuses
• Company performance rewards and overseas incentive trips
• Flexible and hybrid working arrangements
• Strong learning and professional development opportunities
• Clear and structured career progression in financial services
• Access to HSBC Life financial solutions and support systems

Why Join Us

• Build a long-term career in wealth management and financial advisory
• Gain hands-on training in client advisory, financial planning, and sales development
• Join a structured, supportive, and fast-growing financial advisory team
• Be part of a performance-driven environment that rewards effort and results
• Opportunity to grow income and career progression based on performance and commitment
• Exposure to regional opportunities, recognition programmes, and team achievements

By applying, you consent that the contents of your CV and answers in the form will be processed for the purpose of job matching.