Branch-Based Financial Planner & Client Advisor

Paradigm Recruitment Pte Ltd; Singapore; On-site; SGD 42,000 - 60,000; Full time

Benefits offered by this job

CMFAS sponsorship

Job summary

Paradigm Recruitment Pte Ltd is assisting a leading insurer in Singapore to fill multiple Client Advisor openings. The role is based at physical outlets island-wide and involves delivering professional financial planning solutions to individuals at different life stages, backed by an internal lead database and cross-team referrals.

Responsibilities include financial consultations, relationship management, lead optimization, and collaboration with branch staff to convert referrals.

Qualifications

• Must possess a Full GCE A-Level certificate, Polytechnic Diploma, or University Degree in any field of study.
• No prior insurance experience required; newcomers welcome.
• CMFAS certifications preferred; company sponsors exams and provides training upon hire.
• Strong interpersonal and communication skills are essential for client advisory.

Responsibilities

• Conduct financial needs analysis and map tailored insurance and investment solutions.
• Build and nurture long-lasting relationships with clients to ensure retention.
• Proactively manage leads and set up appointments with potential clients.
• Collaborate with branch staff to convert walk-in referrals into opportunities.
• Capitalize on sales opportunities through branch events and advisory booths.
• Maintain detailed client records and process applications accurately.

Skills

Interpersonal skills

Communication skills

Empathy

Problem solving

Client advisory

Education

GCE A-Level

Polytechnic Diploma

University Degree

Job description

Paradigm Recruitment Pte Ltd is assisting a leading insurer in Singapore to fill multiple Client Advisor openings. The role is based at physical outlets island-wide and involves delivering professional financial planning solutions to individuals at different life stages, backed by an internal lead database and cross-team referrals.

Responsibilities include financial consultations, relationship management, lead optimization, and collaboration with branch staff to convert referrals.