Affluent Financial Advisor – Singapore (With Basic Allowance)

SYNTHESIS VENTURES PTE. LTD.; Singapore; Hybrid; SGD 60,000 - 80,000; Part time

Job summary

A leading financial advisory firm is seeking experienced Affluent Financial Advisors in Singapore. You will work with affluent clients to provide tailored financial planning and investment advisory services. This role offers flexible working arrangements and the potential for significant income through commissions and bonuses. Ideal candidates should have relevant experience in managing affluent clients and possess necessary educational qualifications. Only Singapore Citizens and Permanent Residents may apply.

Benefits

Commission-based income

Performance bonuses

Flexible work arrangements

Comprehensive training

Qualifications

• Experience handling affluent clients and complex financial needs is preferred.
• Real-world professional experience is strongly preferred.

Responsibilities

• Provide comprehensive financial planning services.
• Manage diversified investment portfolios tailored for clients.
• Deliver unbiased advice across various financial products.

Skills

Investment Advisory Expertise

Client Relationship Management

Financial Planning

Education

GCE A-Level certificate

Local Polytechnic Diploma

Bachelor's Degree from a recognized institution

Job description

With Basic Pay Affluent Financial Advisor – Singapore (Part-time Option)

Building Sustainable Growth.

Are you looking to get connected to Affluent individuals and families? Whether you're an experienced advisor or making a career switch, we invite you to be part of our platform where you can get exposures to emerging affluent and High Net Worth individuals who make reverse enquiries

We offer a unique opportunity to work with affluent clients and provide them with comprehensive financial planning services.

What We Offer:

• Proprietary Lead-Gen – Our lead generation capabilities target emerging affluent and affluent individuals seeking financial planning from objective financial advisors.
• Investment Advisory Support – We help you build and manage diversified investment portfolios for your client tailored for wealth accumulation, retirement planning, and long-term goals.
• Flexible Work Arrangements – We are open to hire stay at home mums and gig workers who wants autonomy in managing your schedule and clientele.
• Unlimited Earning Potential – Commission-based income with performance bonuses and incentives.
• Transition and Support Package – Financial assistance and client migration support with no product bias for industry personnel.
• Financial Support Package for Mid-Career Switches – We offer a monthly basic pay with potential financial assistance of up to $6,000 per month (before commission) to mid-career switch individuals
• Comprehensive Training and Handholding – A dedicated mentor and also team by your side, here to support, coach, and train you every step of the way.

Why Choose the Multi Providers Offering Route?

• Unbiased Advice – Offer a wide range of products tailored to each client’s needs as we are not an Insurer owned Financial Advisory Firm.
• Holistic Planning – Provide estate planning, retirement strategies, tax optimization, and more
• Growing Market Demand – FAs account for over 40% of new business growth in Singapore’s life insurance sector

Who We’re Looking For:

• Experienced Financial Advisors and Insurance Agents – Ready to break free from product restrictions and build your own niche.
• Mid-Career Switchers – Professionals from banking, insurance, or other industries seeking a fulfilling career and be your own boss.

Important Note:

• This role is not suitable for fresh graduates without prior work experience, as it involves servicing affluent clients with complex family needs. Real-world professional experience is strongly preferred.
• Only Singapore Citizens and Permanent Residents may apply. Unfortunately, we are unable to consider applicants requiring an Employment Pass due to licensing restrictions.

Eligibility Requirements:

• Must be a Singapore Citizen or Singapore Permanent Resident (PR)
• Minimum educational qualifications:
  • GCE A-Level certificate, or
  • Local Polytechnic Diploma, or
  • Bachelor’s Degree from a recognized institution