Financial Advisor (Wealth Management)

ET MARKETING PTE. LTD.; Singapore; Presencial; SGD 42.000 - 66.000; Jornada completa

Ventajas ofrecidas por este puesto de trabajo

Structured training and mentorship

Bonuses and incentives

Descripción de la vacante

ET MARKETING PTE. LTD. is seeking an insurance and wealth planning adviser to guide individuals and families in life insurance, health coverage, savings, and investment-linked plans. You will build long-term client relationships through regular reviews and identify gaps to grow client wealth and your personal brand.

The role emphasizes coaching, structured training, and a performance-based income with bonuses and incentives in a fast-paced financial services environment.

Formación

• Meet minimum MAS regulatory requirements: Age 21 years and above.
• Hold minimum educational qualifications: A Levels, Local Polytechnic Diploma, or Degree (any discipline).
• Possess Singaporean or Permanent Resident status as required for licensing.

Responsabilidades

• Advise clients on comprehensive insurance and wealth planning solutions to protect assets and support financial growth.
• Develop customized plans for life insurance, health coverage, savings, and investment-linked products to meet client needs.
• Conduct regular client portfolio reviews to assess evolving financial goals and adjust strategies accordingly.
• Identify financial gaps through detailed client assessments and recommend appropriate wealth-building strategies.
• Build and expand a personal client portfolio by establishing trust and delivering consistent value.
• Cultivate a professional personal brand within the financial services industry to enhance client acquisition and retention.
• Demonstrate resilience and adaptability by embracing coaching and continuous learning in a dynamic environment.
• Communicate complex financial concepts clearly and persuasively to diverse client profiles.

Conocimientos

Communication skills

Client relationship

Sales mindset

Educación

A Levels/Poly Diploma/Degree

Descripción del empleo

Job Summary

You will advise individuals and families on insurance protection and wealth planning, delivering tailored solutions for life insurance, health coverage, savings, and investment-linked plans. You will build and sustain long-term client relationships through regular portfolio reviews, identify financial gaps, and recommend effective strategies to grow client wealth and your personal brand.

Responsibilities

• Advise clients on comprehensive insurance and wealth planning solutions to protect assets and support financial growth
• Develop customized plans for life insurance, health coverage, savings, and investment-linked products to meet client needs
• Conduct regular client portfolio reviews to assess evolving financial goals and adjust strategies accordingly
• Identify financial gaps through detailed client assessments and recommend appropriate wealth-building strategies
• Build and expand a personal client portfolio by establishing trust and delivering consistent value
• Cultivate a professional personal brand within the financial services industry to enhance client acquisition and retention
• Demonstrate resilience and adaptability by embracing coaching and continuous learning in a dynamic environment
• Communicate complex financial concepts clearly and persuasively to diverse client profiles

Required competencies and certifications

• Meet minimum MAS regulatory requirements: Age 21 years and above
• Hold minimum educational qualifications: A Levels, Local Polytechnic Diploma, or Degree (any discipline)
• Possess Singaporean or Permanent Resident status as required for licensing

Preferred competencies and qualifications

• Strong interest in finance, wealth building, and personal development
• Self-motivated with a results-driven mindset
• Positive attitude and resilience in a fast-paced, performance-based environment
• Advantage if M5/RES5, M9, M9A & HI cert is valid

Other Information

• Structured training and mentorship programs provided
• Clear career progression pathways available
• Performance-based income with bonuses and incentivesFlexible working hours offering autonomy
• Supportive team culture fostering professional development