Senior Financial Advisor - Insurance & Wealth Strategy

KAIROS SOLUTION; Singapore; On-site; SGD 60,000 - 100,000; Full time

Benefits offered by this job

Allowance

High Commission

Performance Bonuses

Job summary

Kairos Solution in Singapore is seeking a proactive Financial Consultant/Manager to drive advisory solutions across corporate and individual clients, delivering strategies covering General Insurance and Wealth Management Planning.

You will build long-term relationships, pursue market development through events, and work with a compensation structure that combines base pay with high commissions and performance bonuses.

Qualifications

• Diploma or degree in Finance, Business, or a related discipline.
• CMFAS M5, M8, M8A, M9, M9A, HI, PCI, CGI certifications preferred.
• Prior advisory experience in general insurance, wealth management, or corporate sales is an advantage.
• Strong communication, negotiation, and interpersonal skills.

Responsibilities

• B2B Advisory: Advise SME and corporate clients on commercial insurance (property, liability, keyman insurance, employee benefits, group medical, and business continuity planning).
• B2C Advisory: Conduct holistic financial planning for retail and high-net-worth individuals, covering investment portfolios, retirement planning, legacy management, and personal risk protection.
• Client Relationship Management: Build and maintain long-term relationships through regular financial reviews, portfolio rebalancing, and claim management support.
• Market Development: Prospect and convert leads across corporate and individual networks through networking events, seminars, and corporate wellness initiatives.

Skills

Communication

Negotiation

Interpersonal skills

Education

Diploma / Degree in Finance or related discipline

Job description

Kairos Solution in Singapore is seeking a proactive Financial Consultant/Manager to drive advisory solutions across corporate and individual clients, delivering strategies covering General Insurance and Wealth Management Planning.

You will build long-term relationships, pursue market development through events, and work with a compensation structure that combines base pay with high commissions and performance bonuses.