Senior 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

Are you an experienced financial adviser seeking the ideal platform to accelerate your career growth? We provide the resources, support structure, and client access required to increase your earning potential and grow your advisory practice.

We are one of Singapore’s most established wealth management and financial advisory firms with a long-standing presence in the industry. Based in Singapore’s financial district, we focus on delivering personalised and client-focused financial solutions that help clients protect their wealth and work towards their long-term financial aspirations. Our MAS-regulated Financial Advisors are committed to providing professional and objective advice to help clients build and preserve their financial future.

Why Join Us?

We provide experienced professionals with the foundation, flexibility, and support needed to build and grow a successful advisory business. If you are driven, client-oriented, and value a platform that recognises your expertise, we would like to hear from you!

What You Can Expect

• Access to an established client network and exclusive networking opportunities.
• Unlimited commission opportunities through a competitive performance-based income structure.
• The independence to manage your client relationships while receiving strong support from an experienced team.
• A comprehensive range of wealth management solutions to provide clients with holistic financial strategies.
• Continuous professional development opportunities to remain competitive and updated within the industry.

Your Key Responsibilities

• Develop and manage a substantial high-value client portfolio by engaging affluent international clients from diverse markets (e.g. UK, Australia, India, etc).
• Perform detailed financial assessments and create personalised wealth management strategies aligned with client objectives.
• Provide professional advice on investment planning, retirement strategies, and risk management solutions.
• Build and maintain strong client relationships to support sustainable long-term financial outcomes.
• Monitor industry developments, regulatory changes, and new financial solutions to provide relevant advice.

Who We Are Looking For

• Minimum 5 years of experience as a licensed Financial Adviser or in a senior wealth management role.
• Proven track record in wealth management, financial planning, or investment advisory for international clients from various countries (e.g. UK, Australia, India, etc).
• Strong ability to establish trusted client relationships and manage portfolios with significant assets under management (AUM).
• Deep understanding of global financial markets, investment products, and portfolio management strategies.
• Extensive experience in developing and maintaining a client base, with a strong ability to turn leads into clients with significant AUM.
• Excellent communication, negotiation, relationship management and client servicing skills.
• Must hold or be eligible for CMFAS/SCI certifications (RE5, M8, M8A, M9, M9A).

Highly competitive remuneration can be enabled, based on experience and existing AUM.

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