Financial Services Manager

professional investment advisory services pte ltd; Singapore; On-site; SGD 120,000 - 190,000; Full time

Job summary

Professional Investment Advisory Services Pte Ltd (PIAS) invites seasoned Financial Services leaders to transition from individual client advisory to enterprise-wide leadership in Singapore. As mentor Edy Hartono guides you, you will build a scalable organization focused on people, culture and systems, with open-architecture access to savings, investments, protection, and retirement products.

You’ll recruit, train and retain top advisers while upholding strong regulatory standards.

Qualifications

• CMFAS-certified professionals with strong relationship-building and operational management capabilities.
• Experience leading financial advisory teams and enforcing high regulatory standards.
• Ability to build and scale an enterprise-level advisory organization.

Responsibilities

• Lead and scale an enterprise-level advisory group in Singapore.
• Enforce regulatory, documentation and ethical compliance standards.
• Mentor junior advisers and develop processes for scalable growth.
• Recruit and retain top talent to build a high-performance team.

Skills

People management

Regulatory compliance

Strategic leadership

Talent recruitment

Education

CMFAS certification

Job description

Financial Services Manager

Pivot from Individual Client Advisory to Strategic Enterprise Leadership

The Shift: From Personal Production to Group Management

This is not a traditional sales role. As a Financial Services Manager, your focus shifts from managing client portfolios to managing people, culture, and systems:

• Build Your Autonomous Agency: Transition from a salesperson to a business owner with overriding structures, managing a team of professionals who own their practices under your umbrella.
• The Ultimate Recruiting Edge: Attract high-caliber talent (including corporate bank switchers and top grads) by offering them what they actually want: an open platform with access to market-wide solutions rather than a single corporate brand.
• Scale Through Systems: Move away from trading your personal hours for commission, and build a sustainable organization driven by repeatable training frameworks and team-wide production.

Mentorship for Leaders by a Leader

Scaling a group requires an entirely different blueprint than scaling personal sales. You will develop your organizational management standards directly under Edy Hartono, B.Eng, CFP®, IBF Fellow (Senior Financial Services Director).

Edy brings over two decades of industry expertise and has served at the absolute highest tiers of industry leadership, including as President of the Financial Planning Association of Singapore (FPAS) from 2018 to 2019. You will learn the exact executive frameworks required to manage compliance, foster team culture, and build sustainable advisory groups.

A Proven Blueprint for Group Success (Our 2025 Records)

We don't just teach team management; we excel at it. Polaris Advisory Branch 1 is built on a culture of collective excellence. In 2025, our group infrastructure achieved top recognition across the entire platform:

• Champion – Investments New Business
• 1st Runner Up – Total Sales
• 1st Runner Up – Life Insurance New Business
• 1st Runner Up – General Insurance
• Named under the Top 3 Large Branch of the Year category.

More importantly, our management ecosystem knows how to incubate elite talent. Our branch structure has successfully developed 2 Top of the Table (TOT), 3 Court of the Table (COT), and 8 Million Dollar Round Table (MDRT) qualifiers. When you bring your team here, or build one from scratch, you are plugging them into a validated success engine.

The Institutional Power of PIAS

As a manager, you are backed by Professional Investment Advisory Services Pte Ltd (PIAS)—a pioneering, MAS-licensed financial advisory firm established in 2001 with close to 25 years of navigation through multiple market cycles.

With an ecosystem serving over 200,000 families across Singapore through close to 500 Financial Adviser Representatives, PIAS gives your future team the ultimate toolkit: complete open-architecture access across savings, investments, protection, and retirement products.

Who We Are Looking For

We are selectively opening this leadership track to professionals ready to step into serious group management:

• Existing Financial Services Managers, Team Leads, or Agency Managers looking for a superior platform.
• High-performing Senior Financial Consultants with a track record of mentoring juniors and a desire to pivot fully into management.
• Leaders committed to enforcing high regulatory, documentation and ethical compliance standards across a team.
• Fully CMFAS-certified individuals with strong relationship-building and operational management capabilities.

Align Your Leadership Career

Do not let your professional growth be capped by personal production hours. Build a sustainable corporate asset by developing the next generation of wealth professionals on a platform optimized for enterprise scale.

I am an authorised Financial Adviser Representative from Polaris Advisory Branch 1, an authorised group of Financial Adviser Representatives from Professional Investment Advisory Services Pte Ltd.

PIAS Representative Name: [Edy Hartono] and MAS RNF No.: [EHX100039254].