Senior Financial Consultant

SYNC MORTGAGE PTE. LTD.; Singapore; On-site; SGD 60,000 - 90,000; Full time

Benefits offered by this job

Flexible hours

Allowance (excl. commissions)

Uncapped commissions

Incentive trips

Mentorship & training

Growth culture

Job summary

Sync Mortgage and Prestige Raffles is seeking a financial adviser to develop tailored financial advice and help clients with planning for retirement, education, and investments. You will provide wealth recommendations aligned to clients' goals while building long-term relationships and staying informed about market developments and products.

The role offers both basic and freelance structures with training provided to obtain CMFAS certifications, and a supportive culture designed to foster

Qualifications

• Singaporean/PR is required.
• Be at least 21 years old.
• GCE 'A' Level (Full Certificate) or Diploma from a recognized polytechnic or equivalent.
• Willing to obtain CMFAS certifications: RES5, M9, M9A, HI (Training provided)

Responsibilities

• Develop individualized financial advice based on clients' financial and protection needs.
• Help clients with financial planning in aspects such as retirement, education and investments.
• Provide clients with recommendations on wealth accumulation in accordance to their goals.
• Build long-term and trusted relationships with clients.
• Keep up to date with market development, investment products and other areas that can affect the market.

Education

GCE 'A' Level (Full Certificate)

Diploma from a recognized Singapore polytechnic or equivalent

Job description

Benefits

• Flexible working hours
• Attractive Allowance (excluding commissions)
• Uncapped commissions
• Overseas incentive trips
• Comprehensive mentorship and training programmes from entry to leadership level
• Supportive culture that fosters growth and collaboration

About the role

Develop individualized financial advice based on clients' financial and protection needs. Help clients with financial planning in aspects such as retirement, education and investments. Provide clients with recommendations on wealth accumulation in accordance to their goals. Build long-term and trusted relationships with clients. Keep up to date with market development, investment products and other areas that can affect the market.

Key responsibilities

• Develop individualized financial advice based on clients' financial and protection needs
• Help clients with financial planning in aspects such as retirement, education and investments
• Provide clients with recommendations on wealth accumulation in accordance to their goals
• Build long-term and trusted relationships with clients
• Keep up to date with market development, investment products and other areas that can affect the market

About you

• Singaporean/PR
• Be at least 21
• Possess at least one of the following qualifications: GCE 'A' Level (Full Certificate), Diploma from a recognized Singapore polytechnic or equivalent
• Willing to obtain CMFAS certifications: RES5, M9, M9A, HI (Training provided)

About us

Sync Mortgage and Prestige Raffles is an agency branch representing Manulife Financial Advisers Pte Ltd.

Wealth Management | Estate PlanningWealth Management |

We offer both basic and freelance structures to accommodate different needs. Our basic package is designed for entry-level positions or initial 2-year engagements, providing a solid foundation for growth. For more comprehensive details on compensation and benefits, I recommend meeting with our director, who can provide personalized insights into our salary package and address any specific questions you may have.

We’re looking for individuals who are driven, genuine, and ready to grow.