Wealth Advisory & Insurance Specialist

Placement Professionals, LLC; Singapore; On-site; SGD 70,000 - 110,000; Full time

Job summary

Placement Professionals, LLC is seeking a results-driven professional for client advisory and relationship management in Singapore. You will analyze clients' financial needs, tailor wealth strategies, and maintain long-term relationships while delivering regular portfolio updates.

This role also covers product structuring, compliance with MAS guidelines, and ongoing professional development through training programs.

Qualifications

• Relevant certifications (e.g., CMFAS modules in Singapore).
• Strong interpersonal and communication skills.
• Sales-driven, self-motivated, and goal-oriented.

Responsibilities

• Pinpoint and approach prospective clients.
• Conduct holistic financial needs analysis.
• Create tailored wealth management strategies.
• Build long-term client relationships.
• Deliver portfolio evaluations and performance updates.
• Stay updated with financial products and market trends.
• Attend training and professional development programs.

Skills

Interpersonal skills

Communication skills

Sales-driven

Self-motivated

Goal-oriented

Education

CMFAS modules in Singapore

Job description

Placement Professionals, LLC is seeking a results-driven professional for client advisory and relationship management in Singapore. You will analyze clients' financial needs, tailor wealth strategies, and maintain long-term relationships while delivering regular portfolio updates.

This role also covers product structuring, compliance with MAS guidelines, and ongoing professional development through training programs.