Wealth Management / Financial Advisor (Career Switchers Welcome)

Aidentifi; Singapore; Presencial; SGD 60 000 - 120 000; Tempo integral

Resumo da oferta

Aidentifi in Singapore is seeking mid-career professionals to start a career in wealth management. No prior financial services background or licence is needed; training, support and tools are provided to help you build an advisory practice from scratch.

This confidential role offers advanced tech: AI-assisted planning, CRM workflows, and a broad product shelf across insurers and providers, plus marketing support to grow your client base and a clear path into leadership.

Qualificações

• At least 3 years of client-facing or commercial experience.
• Strong communication and relationship-building skills.
• Proven track record of delivering results.
• Entrepreneurial drive with ambition to build a practice.
• Based in Singapore.

Conhecimentos

Client-facing experience

Communication skills

Relationship-building

Entrepreneurial drive

Based in Singapore

Descrição da oferta de emprego

Ready to turn your people skills into a successful wealth management career?

Our client, an established Singapore financial advisory firm, is inviting a select group of mid-career professionals to start a career in wealth management. No financial services background or licence is needed. Only your interest is. They will train, support and equip you to build a successful advisory practice from scratch.

This is a confidential search. The firm's name is shared with shortlisted candidates on a first call.

Why this is a unique role:

In-depth training from day one

• Structured training covering financial planning, investments, insurance and client advisory
• Complete guidance and support through every step till getting licensed
• Clear trajectory on what to focus on first as you start building your practice

Advanced Technological support that does the heavy lifting:

• State-of-the-art financial planning software and AI-supported planning tools
• Portfolio and policy review tools that help you spot gaps in a client's plan.
• CRM-enabled workflows that keep your practice organised and efficient

Marketing support to help you engage and grow:

• Marketing campaigns and client engagement events that help you meet the right people
• Client review programmes that open new conversations and leads

A platform built for long-term success:

• A broad product shelf across multiple insurers and investment providers, so your advice always starts with the client
• Specialist teams for complex needs, including investments, high-net-worth planning, employee benefits and succession planning
• A dedicated support team behind you, so you can focus on clients
• A clear path into leadership, with training to build and lead your own team

WHO THIS IS FOR:

You are a natural with people. Clients trust you, you listen well and you enjoy helping others make good decisions.

YOU MAY BE CURRENTLY WORKING IN:

• Banking, including relationship management and branch roles
• Finance and professional services
• Sales, including property, medical, pharmaceutical or B2B sales
• Marketing and client servicing
• Customer service and premium service roles, including aviation and hospitality

WHAT WE ARE LOOKING FOR

• At least 3 years of work experience in a client-facing or commercial role
• Strong communication and relationship-building skills
• A track record of delivering results
• Entrepreneurial drive and the ambition to build a practice of your own
• Based in Singapore