Financial Advisor

CCTM; Singapore; On-site; SGD 60,000 - 100,000; Full time

Benefits offered by this job

Commission incentives

Mentorship training

Career progression

Flexible work

Lead generation

Certification support

Recognition programs

Incentive trips

Job summary

CCTM is seeking motivated Financial Advisors to help individuals and families achieve their financial goals and build lasting relationships. You will provide personalized planning, advise on suitable products, and drive growth through networking and client service.

The role emphasizes sales-driven advisory with a focus on regulatory compliance and ongoing portfolio reviews to support clients' long-term financial well-being.

Qualifications

• Diploma or Bachelor's Degree in any discipline.
• Prior experience in financial advisory, banking, insurance, wealth management, or sales is an advantage but not mandatory.
• Excellent interpersonal and communication skills.
• Strong relationship management and consultative selling skills.
• Self-motivated with an entrepreneurial mindset.
• Ability to work independently and manage time effectively.
• Passion for helping clients achieve their financial goals.

Responsibilities

• Conduct comprehensive financial needs analysis for individual and corporate clients.
• Develop personalized financial plans covering wealth accumulation, protection, retirement, education, and legacy planning.
• Recommend suitable financial products and solutions, including insurance, investment-linked plans, savings, and retirement solutions.
• Build and maintain long-term relationships with new and existing clients.
• Generate new business opportunities through networking, referrals, and prospecting activities.
• Review clients' financial portfolios regularly and provide ongoing advisory services.
• Stay updated on market trends, financial products, and regulatory requirements.
• Ensure all recommendations comply with regulatory and company guidelines.
• Maintain accurate client records and documentation.

Skills

Interpersonal skills

Communication skills

Relationship management

Consultative selling

Self-motivated

Time management

Entrepreneurial mindset

Education

Diploma or Bachelor's Degree

Job description

We are looking for motivated and client-focused Financial Advisors to help individuals and families achieve their financial goals. In this role, you will provide personalized financial planning solutions, build long-term client relationships, and recommend suitable financial products based on each client's needs and objectives.

This is an excellent opportunity for individuals who enjoy relationship building, sales, and making a meaningful impact on clients' financial well-being.

Key Responsibilities

• Conduct comprehensive financial needs analysis for individual and corporate clients.
• Develop personalized financial plans covering wealth accumulation, protection, retirement, education, and legacy planning.
• Recommend suitable financial products and solutions, including insurance, investment-linked plans, savings, and retirement solutions.
• Build and maintain long-term relationships with new and existing clients.
• Generate new business opportunities through networking, referrals, and prospecting activities.
• Review clients' financial portfolios regularly and provide ongoing advisory services.
• Stay updated on market trends, financial products, and regulatory requirements.
• Ensure all recommendations comply with regulatory and company guidelines.
• Maintain accurate client records and documentation.

Requirements

• Diploma or Bachelor's Degree in any discipline.
• Prior experience in financial advisory, banking, insurance, wealth management, or sales is an advantage but not mandatory.
• Excellent interpersonal and communication skills.
• Strong relationship management and consultative selling skills.
• Self-motivated with an entrepreneurial mindset.
• Ability to work independently and manage time effectively.
• Passion for helping clients achieve their financial goals.

What We Offer

• Attractive commission structure with performance-based incentives.
• Comprehensive training and mentorship programme.
• Career progression opportunities.
• Flexible work arrangements.
• Marketing and lead generation support (where applicable).
• Continuous professional development and certification support.
• Recognition programmes and overseas incentive trips.