Financial Advisor

One's Advisors; Singapore; On-site; SGD 42,000 - 72,000; Full time

Benefits offered by this job

Commission incentives

Training & mentorship

Career progression

Flexible work arrangements

Marketing support

Professional development support

Recognition & overseas trips

Job summary

One's Advisors in Singapore seeks motivated Financial Advisors to help individuals and families achieve their financial goals through personalized planning and ongoing advisory support.

You will conduct comprehensive needs analyses, develop tailored plans across wealth accumulation, protection, retirement and legacy planning, build long-term client relationships, and drive new business through networking.

Qualifications

• Diploma or Bachelor's Degree required.
• Prior experience in financial advisory or sales is a plus 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 financial goals.

Responsibilities

• Conduct comprehensive financial needs analysis for clients.
• Develop personalized financial plans covering wealth, protection, retirement, education and legacy planning.
• Recommend suitable financial products and solutions including insurance and investments.
• Build and maintain long-term relationships with new and existing clients.
• Generate new business opportunities through networking, referrals and prospecting.
• Review clients' portfolios regularly and provide ongoing advisory services.

Skills

Interpersonal skills

Communication

Relationship management

Consultative selling

Self-motivated

Entrepreneurial mindset

Time management

Independent work

Client-focused

Goal-oriented

Education

Diploma/Bachelor's

Job description

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.