Financial Services Advisor - Flexible Commission Mentorship

Placement Professionals; Singapore; On-site; SGD 39,000 - 67,000; Full time

Benefits offered by this job

Bonuses

Flexible schedules

Onboarding curriculum

Industry mentors

Examination support

Career development

Job summary

Placement Professionals, LLC in Singapore is seeking a motivated financial services professional to build a client base and deliver wealth management guidance. You will assess client needs, propose coverage and retirement planning options, and maintain detailed records while pursuing sales targets.

You will benefit from structured onboarding, ongoing mentoring, and examination support to develop regulatory knowledge and industry credentials, with adaptable work schedules once targets are met.

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

• Connect with potential and current client accounts to identify their 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 the selection of asset protection, wealth accumulation, and retirement planning options.
• Deliver expert customer service post-purchase and keep detailed, up-to-date records of all client interactions.
• Strive to meet personal growth targets and monthly sales revenue milestones.
• Adhere strictly to MAS regulatory guidelines, industry best practices, and internal compliance frameworks.
• Regulated financial advisory activities may only be performed after the necessary qualifications and appointment requirements have been satisfied.

Skills

Client engagement

Prospecting

Communication skills

Goal-oriented

Relationship building

Education

GCE A-Level or Diploma

Job description

Placement Professionals, LLC in Singapore is seeking a motivated financial services professional to build a client base and deliver wealth management guidance. You will assess client needs, propose coverage and retirement planning options, and maintain detailed records while pursuing sales targets.

You will benefit from structured onboarding, ongoing mentoring, and examination support to develop regulatory knowledge and industry credentials, with adaptable work schedules once targets are met.