Financial Advisor

WIN ADVISORS PTE. LTD.; Singapore; On-site; SGD 42,000 - 66,000; Full time

Job summary

WIN ADVISORS PTE. LTD. is seeking motivated individuals to join as Financial Advisors in Singapore. This full-time role offers a merit-based income with structured training, mentorship, and exposure to comprehensive financial planning in a supportive team.

You will build client relationships, participate in workshops, and prepare proposals while advancing licensing and professional development in a dynamic financial services environment.

Qualifications

• Clear communication, client-facing skills, and professional presence.
• Strong interpersonal skills to build trust with clients.
• Eagerness to learn and adapt in a dynamic financial advisory setting.

Responsibilities

• Support holistic financial planning for protection, wealth, and legacy planning.
• Conduct client fact-finding, needs analysis, and reviews under guidance.
• Assist in preparing financial proposals and advisory documentation.
• Build long-term client relationships through regular engagement.
• Participate in client engagement activities, workshops, and events for business development.
• Learn client acquisition and relationship management via mentorship and team support.
• Collaborate with marketing and operations on outreach initiatives.
• Participate in structured training programmes and coaching sessions.
• Prepare for licensing examinations (CMFAS / RES modules).
• Stay updated on product knowledge, regulatory requirements, and market developments.

Skills

Communication skills

Interpersonal skills

Willingness to learn

Self-motivation

Education

Diploma / A level equivalent

Job description

We are looking for motivated individuals to join us as Financial Advisors. This full-time role is designed for individuals who are eager to learn, grow, and build a strong foundation in financial advisory. This career allows for flexibility without an income ceiling. If you are looking to be compensated for your merit, this is the place for you. You will receive structured training, mentorship, and hands-on exposure to holistic financial planning in a supportive team environment.

Key responsibilities

Financial Planning & Client Support

• Support the delivery of holistic financial planning solutions covering protection, wealth accumulation, and legacy planning
• Learn to conduct client fact-finding, needs analysis, and financial reviews under guidance
• Assist in preparing financial proposals and advisory documentation
• Build and maintain long-term client relationships through regular engagement

Business Development & Exposure

• Participate in client engagement activities, workshops, and events
• Learn client acquisition and relationship management through mentorship and team support
• Collaborate with marketing and operations teams on outreach initiatives

Training, Licensing & Professional Development

• Participate in structured training programmes and coaching sessions
• Prepare for and complete required licensing examinations (CMFAS / RES modules)
• Stay updated on product knowledge, regulatory requirements, and market developments

What You Will Gain

• Structured onboarding and training to build a strong foundation in financial advisory
• Mentorship and guidance from experienced wealth planners and leaders
• Exposure to both client-facing and backend functions within the financial services industry
• Professional development support for licensing and certifications
• Opportunities for career progression, specialisation, and leadership development
• Flexibility to plan and manage your own time while meeting professional responsibilities
• Performance-based income with no fixed income ceiling, rewarding effort and results
• A supportive team culture that encourages learning, growth, and ethical advisory practices

Requirements

• Diploma/A level equivalent
• Strong communication and interpersonal skills
• Willingness to learn, self-motivated, and open to coaching
• Comfortable engaging with people and building relationships
• Interest in financial planning, personal finance, and professional services
• Above 20, Local/Perm Resident