Client Advisor (Basic + Commission + Allowance)

Paradigm Recruitment Pte. Ltd.; Johor Bahru; On-site; MYR 160,000 - 273,000; Full time

Job summary

Paradigm Recruitment Pte. Ltd. is seeking a Client Advisor who will provide professional financial planning solutions—savings, protection, and investments—to clients across life stages.

The role requires relocation to Singapore and involves leveraging an internal lead database and cross-team referrals. You will conduct needs analyses, build lasting client relationships, manage leads, and coordinate with Branch Services to convert referrals.

Qualifications

• University Degree in any field.
• Minimum one year of sales experience.
• Strong interpersonal and communication skills.
• High degree of empathy.
• Problem-solving capabilities.
• Genuine passion for client advisory.
• Highly self-motivated by tangible results.
• Comfortable working within a multi-layered, performance-based incentive structure.

Responsibilities

• Conduct thorough financial needs analysis and fact-finding to assess clients' goals, mapping out tailored insurance and investment solutions.
• Build and nurture deep, long-lasting relationships with existing and potential customers to ensure retention and long-term financial competency.
• Proactively manage and act on leads provided by the internal database, setting up structured appointments with potential clients.
• Collaborate closely with Branch Services colleagues to actively convert walk-in customer referrals.
• Capitalize on sales opportunities through scheduled customer events, financial review booths, and local branch engagement activities.
• Maintain highly detailed client records and documentation, processing new insurance applications and policy changes accurately and efficiently.

Skills

Interpersonal skills

Communication skills

Empathy

Problem-solving

Self-motivation

Client advisory

Education

University degree in any field

Job description

Client Advisor (Basic + Commission + Allowance)

This role requires relocation to Singapore.

As a Client Advisor, you are the frontline representative of the company, operating out of physical branches or advisory centers. This is a full-time, permanent corporate sales role designed for individuals who want a blend of stability and performance-driven upside. Your main objective is to provide professional, honest, and comprehensive financial planning solutions (savings, protection, and investments) to individuals across different life stages, relying on a robust internal lead database and cross-team referrals.

Key responsibilities

Conduct thorough financial needs analysis and fact-finding to assess clients' unique goals, mapping out tailored insurance and investment solutions

Build and nurture deep, long-lasting relationships with existing and potential customers to ensure retention and long-term financial competency

Proactively manage and act on leads provided by the internal database, setting up structured appointments with potential clients

Collaborate closely with Branch Services colleagues to actively convert walk-in customer referrals

Capitalize on sales opportunities through scheduled customer events, financial review booths, and local branch engagement activities

Maintain highly detailed client records and documentation, processing new insurance applications and policy changes accurately and efficiently

About you

Must possess a University Degree in any field of study

Minimum one year experience from any sales background

Strong interpersonal and communication skills

High degree of empathy

Problem-solving capabilities

Genuine passion for client advisory

Highly self-motivated by tangible results

Comfortable working within a multi-layered, performance-based incentive structure

About us

Our client is a leading financial institution in Singapore.