Salaried Wealth Advisor

iHarvest Wealth Management Pte. Ltd.; Singapore; On-site; SGD 60,000 - 80,000; Full time

Job summary

A financial advisory firm in Singapore is looking for a motivated Salaried Wealth Advisor. This role offers a chance to provide holistic financial advisory services and build long-term client relationships while ensuring compliance with regulations. Candidates should possess a diploma, relevant certifications, and strong communication skills. The firm offers a competitive salary and performance-based rewards, along with mentorship and career growth opportunities.

Benefits

Competitive fixed monthly salary

Attractive performance-based incentives

Structured training and mentorship programs

Sponsorship for professional certifications

Access to firm-generated client leads

Career growth opportunities

Qualifications

• Prior experience in financial advisory, private banking, or insurance sales preferred.
• Fresh graduates with strong interest in financial services will also be considered.
• Ability to explain complex concepts clearly.

Responsibilities

• Provide professional financial advice across various areas.
• Conduct client fact-finding and financial needs analysis.
• Design and present tailored financial solutions.
• Build and maintain strong, long-term client relationships.
• Achieve assigned sales and advisory targets.
• Participate in client engagement events and seminars.
• Ensure compliance with MAS regulations and internal policies.
• Collaborate with colleagues to deliver client solutions.

Skills

Strong communication skills

Interpersonal skills

Results-oriented

Education

Diploma holders

CMFAS certifications (M5, M9, M9A, HI, M8/M8A)

Job description

About the Role

We are seeking a motivated and client-focused Salaried Wealth Advisor to join our growing team. This role is ideal for individuals who are passionate about financial planning, enjoy building long-term client relationships, and value the stability of a fixed salary with additional performance-based rewards.

As a Wealth Advisor, you will provide holistic financial advisory services in areas such as wealth accumulation, protection, retirement planning, and legacy planning, while ensuring compliance with MAS and firm standards.

Key Responsibilities

• Provide professional financial advice across insurance, investments, retirement, and estate planning.




• Conduct client fact-finding, risk profiling, and financial needs analysis.




• Design and present tailored financial solutions aligned with client objectives.




• Build and maintain strong, long-term client relationships with regular reviews and service touchpoints.




• Achieve assigned sales and advisory targets (e.g., APE, revenue, client acquisition).




• Participate in firm-led lead generation initiatives, seminars, and client engagement events.




• Ensure strict adherence to MAS regulations, FAA requirements, and internal compliance policies.




• Collaborate with colleagues, product specialists, and business development managers to deliver client solutions.

Requirements

• Diploma holders




• CMFAS certifications (M5, M9, M9A, HI, M8/M8A) required or to be completed within the onboarding period.




• Prior experience in financial advisory, private banking, or insurance sales preferred (fresh graduates with strong interest in financial services will also be considered).




• Strong communication and interpersonal skills, with the ability to explain complex concepts clearly.




• Results-oriented, self-driven, and committed to delivering high standards of client service.

What We Offer

• Competitive fixed monthly salary with attractive performance-based incentives.




• Structured training and mentorship programs.




• Sponsorship for professional certifications and continuous learning.




• Access to firm-generated client leads, marketing support, and business development initiatives.




• Career growth opportunities into Senior Advisor, Business Development, or Leadership roles.




• A supportive and collaborative work environment.