Financial Advisor: Flexible Schedule & Growth Path

PLACEMENT PROFESSIONALS; Singapore; On-site; SGD 39,000 - 61,000; Full time

Benefits offered by this job

Base Salary + Bonuses

Flexible work schedule

Onboarding program

Mentorship program

Exam support

Career development

Company values

Job summary

PLACEMENT PROFESSIONALS in Singapore offers a structured pathway into financial services with training, mentorship and professional development support. You will meet clients, assess their financial objectives and propose tailored coverage and wealth strategies.

This role emphasizes client development, prospecting, and delivering compliant advisory services under MAS guidelines. You will receive onboarding, ongoing coaching and opportunities to pursue relevant certifications within a flexible,

Qualifications

• Must be self-motivated, proactive and comfortable engaging with clients.
• Willingness to learn, develop professional knowledge and pursue industry certifications.
• Comfortable with business development, client acquisition and performance-based objectives.
• Able to structure and manage a sales pipeline with targets.

Responsibilities

• Connect with potential and current client accounts to identify personal financial objectives and coverage gaps.
• Perform comprehensive evaluations of financial needs to suggest appropriate coverage and wealth management strategies.
• Nurture enduring customer connections by providing consistent touchpoints and routine portfolio assessments.
• Uncover fresh commercial avenues via networking events, warm introductions and active prospecting.
• Guide individuals through asset protection, wealth accumulation and retirement planning options.
• Deliver expert customer service post-purchase and maintain detailed client records.
• Strive to meet personal growth targets and monthly sales revenue milestones.
• Adhere to MAS regulatory guidelines, industry best practices and internal compliance frameworks.
• Regulated financial advisory activities may be performed after qualifications and appointment requirements.

Skills

Client engagement

Proactive learner

Sales mindset

Communication skills

Education

GCE A-Level or Diploma or above

Job description

PLACEMENT PROFESSIONALS in Singapore offers a structured pathway into financial services with training, mentorship and professional development support. You will meet clients, assess their financial objectives and propose tailored coverage and wealth strategies.

This role emphasizes client development, prospecting, and delivering compliant advisory services under MAS guidelines. You will receive onboarding, ongoing coaching and opportunities to pursue relevant certifications within a flexible,