About Our Client
Our client is a growing and high-performing advisory team within an established financial services environment in Singapore.
Location
Singapore
Employment Type
Full-Time
The Opportunity
This opportunity is ideal for individuals seeking a supportive and growth-oriented environment to build and scale their practice. The team provides structured mentorship, business development support, lead generation initiatives, administrative assistance, and a performance-focused environment designed to help advisors build a sustainable and successful long-term practice.
Key Responsibilities
- Build and maintain long-term client relationships
- Understand clients' financial goals, priorities, and protection needs
- Provide suitable financial planning and advisory solutions
- Support clients in areas such as protection, wealth accumulation, retirement, and legacy planning
- Develop and grow a personal client portfolio through networking, referrals, and relationship management
- Maintain ongoing client servicing and regular reviews
- Participate in training, coaching, and professional development activities
Who We Are Looking For
We encourage professionals from financial advisory, banking, wealth management, relationship management, sales, recruitment, property, and other client-facing backgrounds to apply.
- Are seeking stronger mentorship and support
- Are looking for long-term career growth within a collaborative environment
- Are entrepreneurial, self-driven, and motivated by performance and personal development
- Enjoy building relationships and helping clients achieve their financial goals
- Are open to continuous learning and professional development
- Are MDRT aspirants or advisors seeking to elevate their production levels and build a stronger long-term practice
Requirements
- Minimum Polytechnic Diploma or Degree (as required by regulatory guidelines)
- Existing FA licences preferred for industry candidates
- Strong interpersonal and communication skills
- Self-driven and comfortable working within a performance-based environment
- Strong relationship-building abilities
- Positive attitude, resilience, and willingness to learn
- Singaporeans/ PR only
What Is Provided
- Structured training and mentorship
- Dedicated onboarding support
- Weekly coaching and development sessions
- Administrative and backend support
- Guidance from experienced leaders
- Business development support and networking opportunities
- Lead generation initiatives to support business growth
- Collaborative and growth-oriented team environment
- Clear career progression pathways
Incentive & Support Programmes
- Additional incentive programmes for both new and experienced advisors
- Transition support packages for eligible industry hires
- Performance-based recognition and rewards
- Overseas incentive trips and achievement-based programmes