Financial Advisor (Financial Services)

QUTOU TECHNOLOGY PTE. LTD.; Singapore; On-site; SGD 36,000 - 60,000; Full time

Benefits offered by this job

Flexible Working Arrangements

Structured Training Programme

Mentorship & Coaching

Examination Support

Career Development

Job summary

QUTOU TECHNOLOGY PTE. LTD. in Singapore invites you to join a dynamic financial advisory team, offering a basic salary plus commissions and flexible work arrangements, with comprehensive training and mentorship.

This role focuses on helping clients achieve financial goals, conducting needs assessments, and building lasting relationships while adhering to regulatory standards. It is suitable for fresh graduates or professionals seeking a structured career path with performance-based rewards.

Qualifications

• Minimum GCE A-Level or Diploma & above.
• Self-motivated, proactive and comfortable engaging with clients.
• Willingness to learn, develop professional knowledge and pursue relevant industry certifications.
• Comfortable with business development, client acquisition and performance-based objectives.

Responsibilities

• Engage clients to understand financial goals and protection needs.
• Conduct needs assessments and recommend insurance and planning solutions.
• Develop and maintain long-term client relationships through regular engagement.
• Identify new business via networking and referrals.
• Assist clients with insurance, savings, retirement and related planning.
• Provide after-sales support and maintain accurate client documentation.
• Work towards personal sales targets and comply with MAS regulations.

Skills

Client engagement

Proactivity

Communication skills

Networking

Education

GCE A-Level or Diploma

Job description

About the Opportunity

Basic Salary + Commission | Flexible Work Arrangements

Whether you are a fresh graduate, exploring a mid-career switch or returning to the workforce, this opportunity offers a structured pathway into financial services, with training, mentorship and professional development support.

Key Responsibilities:

• Engage prospective and existing clients to understand their financial goals, priorities and protection needs.

• Conduct financial needs assessments and recommend suitable insurance and financial planning solutions.

• Develop and maintain long-term client relationships through regular engagement, follow-ups and financial reviews.

• Identify new business opportunities through networking, referrals and proactive client outreach.

• Assist clients with insurance protection, savings, retirement and other relevant financial planning needs.

• Provide professional after-sales support and maintain accurate client documentation.

• Work towards individual business development and sales performance objectives.

• Comply with applicable MAS regulations, financial advisory standards and internal compliance policies.

Regulated financial advisory activities may only be performed after the necessary qualifications and appointment requirements have been satisfied.

Requirements:

• Minimum GCE A-Level or Diploma & above.

• Self-motivated, proactive and comfortable engaging with clients.

• Willingness to learn, develop professional knowledge and pursue relevant industry certifications.

• Comfortable with business development, client acquisition and performance-based objectives.

What We Offer

• Basic Salary + Attractive Sales Commissions: Fixed monthly remuneration with additional performance-based earnings, subject to the applicable remuneration terms.

• Flexible Working Arrangements: Greater flexibility in managing work schedules while meeting client and business commitments.

• Structured Training Programme: Guidance to help individuals without prior industry experience develop the necessary knowledge and capabilities.

• Mentorship & Coaching: Support from experienced industry professionals throughout the learning and development journey.

• Examination Support: Assistance in preparing for the relevant regulatory examinations and certifications.

• Career Development: Opportunities to strengthen professional skills, grow a client portfolio and explore longer-term career advancement.

We value attitude, integrity, willingness to learn and relationship-building abilities alongside professional experience.