Financial Advisor

AT TALENT FIT PTE. LTD.; Singapore; On-site; SGD 42,000 - 75,000; Full time

Benefits offered by this job

Base salary and commissions

Training & coaching

Job summary

AT TALENT FIT PTE. LTD. in Singapore is seeking a proactive financial advisor to guide clients across insurance, investments, retirement planning and estate strategies.

You will conduct reviews, tailor plans, and educate clients on a broad suite of financial products while building lasting relationships. The role emphasizes ongoing coaching, teamwork, and performance-based incentives including base salary plus commissions.

Qualifications

• Singapore citizen or PR
• GCE A Levels / IB Diploma / Polytechnic diploma or equivalent
• CMFAS M5, M9, M9A and HI certifications
• Strong communication and interpersonal skills

Responsibilities

• Provide comprehensive financial advice across insurance, investment, retirement education, and estate planning.
• Conduct regular reviews and maintain long-term client relationships.
• Assess clients' financial situations and develop personalized strategies to meet their goals.
• Educate clients on a range of financial products and services.
• Build and maintain strong client relationships through regular communication and follow-ups.
• Stay informed about investment trends, industry trends, regulations, and best practices.

Skills

Communication skills

Interpersonal skills

Lead generation

Education

GCE A Levels

IB Diploma

Polytechnic diploma (Singapore)

CMFAS M5

CMFAS M9

CMFAS M9A

CMFAS HI

Job description

Are you interested in investment, retirement, wealth growth and financial concepts? Our client is a good leader, who is willing to guide and coach in lead generation and closures. We are looking for talents who can interact positively with others and keen to make an impact to singles and families!

Key responsibilities

• Provide comprehensive financial advice across insurance, investment, retirement education, and estate planning.
• Conduct regular reviews and maintain long-term client relationships.
• Assess clients' financial situations and develop personalized strategies to meet their goals.
• Educate clients on a range of financial products and services.
• Build and maintain strong client relationships through regular communication and follow-ups.
• Stay informed about investment trends, industry trends, regulations, and best practices.

Key requirements

• Singapore citizen or Singapore Permanent Resident
• Minimum educational qualification: GCE 'A' Levels, International Baccalaureate Diploma qualification, Diploma awarded by a polytechnic in Singapore or equivalent.
• Required to attain CMFAS certifications M5, M9, M9A and HI.
• Strong communication and interpersonal skills.

What's in it for you to build your self-confidence and accelerate your success?

• Teamwork and sharing on lead generation ideas and execution to grow your income.
• Strong team work, coaching and progressive training to sharpen your knowledge and skills along the way!
• Updates on latest market sentiments and joint field work to empower your expertise sharing.
• Base salary and commissions (payable on individual performance target met).

Open for anyone with ot without experience and keen to venture for good financial and retirement prospects!

EA Licence No: 26C3466| Reg No: R1547471