Client Advisor (Management Trainee Program - Fresh / Career Switch)

DLXSG VENTURES; Singapore; On-site; SGD 60,000 - 120,000; Full time

Benefits offered by this job

Free warm leads

Consented, verified prospects

Independent advice training

Structured training and licensing

Mentorship from leaders

Flexible hours

Job summary

DLXSG VENTURES in Singapore is seeking a motivated Financial Advisor to kick-start a career in wealth planning. You will meet warm leads, conduct needs-based reviews, and tailor protection, retirement and education solutions with a broad panel of products.

You will build your client base, receive structured training and licensing support, and enjoy flexible hours and a clear career path from adviser to team leader as you grow your practice.

Qualifications

• Good communication skills.
• Genuine interest in helping people with their finances.
• Career switchers and fresh graduates welcome.

Responsibilities

• Contact and meet the warm leads assigned to you.
• Run needs-based financial reviews covering protection, retirement, investment and education planning.
• Recommend suitable solutions from a wide product panel.
• Build and serve your own client base.

Skills

Communication

People empathy

Job description

Start your financial advisory career with a MAS-licensed independent Financial Advisory firm of 300+ advisers, where almost half qualify for MDRT and above. Most new advisers quit within their first year for one reason: they run out of people to talk to. We solve that from day one.

Why join us

• Free warm leads every month.
• Consented, verified prospects who have agreed to be contacted for a financial review.
• You won't have to rely on your friends and family.
• Independent advice. As an FA representative you can recommend from many insurers and fund houses, not one company's products. You build your practice around the client's needs, not a sales quota for a single brand.
• Structured training. Exam preparation and licensing support, product and needs-based selling training, and hands-on mentorship from experienced leaders.
• Clear career path. Progress from adviser to team leader at your own pace.
• Flexible hours. Your income grows with your effort.

What you'll do

• Contact and meet the warm leads assigned to you
• Run needs-based financial reviews covering protection, retirement, investment and education planning
• Recommend suitable solutions from a wide product panel
• Build and serve your own client base

Requirements

• Good communication skills and a genuine interest in helping people with their finances
• Career switchers and fresh graduates welcome