Financial Adviser

Location:

Singapore

Employment Type:

Full-Time

About Our Client

Our client is a growing and high-performing advisory team within an established financial services environment in Singapore.

The team is committed to building a supportive, performance-driven, and sustainable environment for advisors at different stages of their careers. With a strong emphasis on mentorship, collaboration, and business development support, the team provides advisors with the resources and guidance needed to build long-term success.

As part of its expansion plans, the team is seeking individuals who are looking for a stronger platform, enhanced support structure, and opportunities for professional growth.

About the Opportunity

This opportunity is ideal for individuals who are seeking a more supportive and growth-oriented environment to build and scale their practice.

The team provides structured mentorship, business development support, lead generation initiatives, administrative assistance, and a performance-focused environment designed to help advisors build a sustainable and successful long-term practice.

Individuals who are entrepreneurial, relationship-oriented, and motivated by long-term personal and financial success may find this opportunity particularly attractive.

Key Responsibilities

• Build and maintain long-term client relationships
• Understand clients' financial goals, priorities, and protection needs
• Provide suitable financial planning and advisory solutions
• Support clients in areas such as protection, wealth accumulation, retirement, and legacy planning
• Develop and grow a personal client portfolio through networking, referrals, and relationship management
• Maintain ongoing client servicing and regular reviews
• Participate in training, coaching, and professional development activities

Who We Are Looking For

We are particularly interested in individuals who:

• Are seeking stronger mentorship and support
• Are looking for long-term career growth within a collaborative environment
• Are entrepreneurial, self-driven, and motivated by performance and personal development
• Enjoy building relationships and helping clients achieve their financial goals
• Are open to continuous learning and professional development
• Are MDRT aspirants or advisors seeking to elevate their production levels and build a stronger long-term practice

Professionals from financial advisory, banking, wealth management, relationship management, sales, recruitment, property, and other client-facing backgrounds are encouraged to apply.

Individuals exploring a career transition and looking for a supportive environment to build a long-term advisory practice may also be considered.

Requirements

• Minimum Polytechnic Diploma or Degree (as required by regulatory guidelines)
• Existing FA licences preferred for industry candidates
• Strong interpersonal and communication skills
• Self-driven and comfortable working within a performance-based environment
• Strong relationship-building abilities
• Positive attitude, resilience, and willingness to learn
• Singaporeans/ PR only

What Is Provided

• Structured training and mentorship
• Dedicated onboarding support
• Weekly coaching and development sessions
• Administrative and backend support
• Guidance from experienced leaders
• Business development support and networking opportunities
• Lead generation initiatives to support business growth
• Collaborative and growth-oriented team environment
• Clear career progression pathways

Incentive & Support Programmes

Depending on experience and eligibility, advisors may have access to:

• Additional incentive programmes for both new and experienced advisors
• Transition support packages for eligible industry hires
• Performance-based recognition and rewards
• Overseas incentive trips and achievement-based programmes

Further details will be shared during the interview process.

Why Explore This Opportunity

Many advisors enter the industry seeking flexibility, growth, and income potential but often find themselves navigating the journey alone.

This opportunity offers access to a supportive environment with mentorship, business development support, lead generation initiatives, and a collaborative culture focused on helping advisors build sustainable long-term careers.

For advisors looking for a platform that combines support, growth opportunities, and performance-driven success, this may be an opportunity worth exploring.

Apply Now

If you are an experienced Financial Advisor exploring a new platform, or a client-facing professional interested in learning more about the Financial Advisory industry, we welcome a confidential discussion.