STUDENT FINANCIAL ADVISORS

SYNC MORTGAGE PTE. LTD.; Singapore; On-site; SGD 45,000 - 112,000; Full time

Benefits offered by this job

Flexible working hours

Attractive allowance

Uncapped commissions

Overseas incentive trips

Mentorship and training programmes

Supportive culture

Job summary

Sync Mortgage and Prestige Raffles is seeking a driven financial adviser to craft tailored financial plans and provide guidance on retirement, education, and investments. You will help clients grow wealth while safeguarding their protection needs and build long‑term trusted relationships.

The role offers mentorship and a clear path to leadership, with flexible hours and an attractive allowance. CMFAS qualifications are required or can be pursued with training support, and overseas incentive

Qualifications

• Proven ability to develop tailored financial plans for retirement, education and investments.
• Ability to build long-term relationships and understand clients' goals.
• Willingness to obtain CMFAS certifications (RES5, M9, M9A, HI) with training provided.

Responsibilities

• Develop individualized financial advice based on clients' protection needs.
• Assist clients with retirement, education and investments planning.
• Recommend wealth accumulation strategies aligned with client goals.
• Establish and sustain trust with clients through ongoing engagement.
• Stay informed on market trends and financial products.

Skills

Financial advisory

Client relationships

Financial planning

Investment knowledge

Education

GCE A-Level

Diploma from polytechnic

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.