Senior Financial Advisor

recruit123 pte. ltd.; Singapore; On-site; SGD 60,000 - 100,000; Full time

Benefits offered by this job

Monthly bonus schemes

Incentive trips for top performers

Flexible career progression pathway

Job summary

recruit123 pte. ltd. is looking for a Senior Financial Advisor to join a high‑performing Financial Advisory unit in Singapore. The role involves building client relationships, providing financial advisory solutions, and growing a personal client portfolio.

Ideal candidates will have at least 2 years of experience as a Financial Advisor, relevant licenses, and strong interpersonal skills. The company offers structured training, administrative support, and various incentives.

Qualifications

• Minimum 2 years of experience as a Financial Advisor.
• Possession of relevant FA licenses or willingness to obtain.
• Comfortable in a performance-based environment.

Responsibilities

• Build and manage long-term client relationships.
• Understand clients’ financial goals and protection needs.
• Provide financial planning and advisory solutions.

Skills

Strong interpersonal skills

Communication skills

Self-driven

Motivated

Education

Polytechnic Diploma or Degree

Job description

Senior Financial Advisor (Recruit123 – Hiring on behalf of client)

About the Role

Recruit123 is supporting a high‑performing Financial Advisory unit in Singapore to expand its team. This unit has consistently produced top performers and is on track for full MDRT qualification in 2026. We are seeking experienced Financial Advisors who want a stronger support structure, proven lead generation, and a collaborative team culture.

Key Responsibilities

• Build and manage long‑term client relationships

• Understand clients’ financial goals and protection needs

• Provide suitable financial planning and advisory solutions across protection, wealth accumulation, retirement, and legacy planning

• Grow a personal client portfolio through networking, referrals, and relationship management

• Maintain ongoing client servicing and reviews

• Participate in training, coaching, and team development activities

Who We’re Looking For

• Minimum 2 years of experience as a Financial Advisor

• Relevant FA licenses (or willingness to obtain)

• Polytechnic Diploma or Degree (as per regulatory requirements)

• Strong interpersonal and communication skills

• Self‑driven, motivated, and comfortable in a performance‑based environment

• Singaporeans only

What’s Provided

• Structured training and mentorship

• Administrative and backend support

• Guidance from experienced leaders

• Flexible career progression pathway

• Collaborative, growth‑oriented team environment

Benefits Scheme

• Monthly bonus schemes (Will let the client speak to you more about this)

• Additional incentives on top of base income

• Incentive trips for top performers

Unique Perks

• Dedicated full‑time social media staff generating qualified leads

• Strong managerial support to fast‑track MDRT qualification

• Proven track record of producing top rookies and top FAs

Why Join

This is an opportunity to be part of a growing, performance‑driven team with a sustainable advisory business model. Advisors benefit from long‑term relationships, continuous learning, and strong team support.

Next Step

If you are an experienced Financial Advisor looking for a high‑support, high‑performance environment, apply through Recruit123 for a confidential discussion.