FINANCIAL ADVISER X 20

1. Client Advisory & Relationship Management

• Identify and prospect potential clients

• Conduct holistic financial needs analysis

• Develop personalized financial plans

• Build long-term client relationships

• Provide regular portfolio reviews and updates

2. Product & Solution Structuring

• Recommend suitable solutions including:

  • Life insurance

  • Health insurance

  • Investment-linked policies

  • Retirement planning solutions

  • Savings and wealth accumulation plans

• Explain product features, risks, and benefits clearly

3. Compliance & Documentation

• Ensure adherence to regulatory and compliance standards (e.g., MAS guidelines in Singapore)

• Complete documentation accurately and ethically

• Maintain proper client records

4. Continuous Professional Development

• Stay updated with financial products and market trends

• Attend training sessions and professional development programs

🧠 Required Qualifications

• Relevant certifications (e.g., CMFAS modules in Singapore)

• Strong interpersonal and communication skills

• Sales-driven, self-motivated, and goal-oriented