Wealth Managers

Singlife Financial Advisers Pte Ltd; Singapore; On-site; SGD 60,000 - 90,000; Full time

Benefits offered by this job

Remuneration package

Training & Development

Product Access

Career Progression

Recognition & Rewards

Job summary

Singlife Financial Advisers Pte Ltd. is seeking a Wealth Manager - Financial Adviser Representative to build and manage client portfolios through holistic financial planning. You will provide guidance on insurance, investments, retirement and education planning while delivering exceptional service.

The role emphasizes relationship-building, regulatory compliance, and collaboration with internal teams to deliver comprehensive wealth solutions. Training and certifications are supported.

Qualifications

• Diploma or degree preferred.
• Excellent communication, interpersonal and analytical skills.
• Proactive and self-driven with a strong focus on results.
• Able to work independently and within a team.
• Prior experience in sales, banking, finance, or insurance is a plus.
• Certifications such as CMFAS modules are advantageous.
• Candidates without prior experience are welcome; training and support will be provided.

Responsibilities

• Provide personalised financial advice across insurance, investment, retirement and education planning.
• Maintain long-term client relationships through regular reviews and service quality.
• Acquire and manage a portfolio of clients including high-net-worth individuals.
• Identify client goals and recommend wealth and risk management strategies.
• Keep abreast of financial markets, products, and regulatory changes.
• Collaborate with internal stakeholders to deliver holistic financial solutions.
• Participate in required training and licensing examinations as needed.

Skills

Communication

Interpersonal

Analytical

Results-driven

Teamwork

Independent work

Education

Polytechnic Diploma

Bachelor’s Degree

CMFAS modules

Job description

Job Title: Wealth Manager - Financial Adviser Representative

Employment Type: Full-Time

Industry: Financial Services / Insurance / Wealth Management

Job Overview:

- Financial Adviser Representatives. This role offers the opportunity to develop and manage client portfolios by providing holistic financial advice, investment solutions, and wealthbuilding strategies.

Key Responsibilities:

• Provide personalised financial advice and solutions in areas including insurance, investment, retirement, and education planning.
• Maintain and develop long-term client relationships through regular reviews and exceptional service.
• Acquire and manage a portfolio of clients, including high-net-worth and mass affluent individuals.
• Identify clients’ financial goals and recommend appropriate wealth and risk management strategies.
• Keep abreast of developments in financial markets, product offerings, and regulatory changes.
• Collaborate with internal stakeholders and strategic partners to ensure effective delivery of holistic financial solutions.
• Participate in mandatory training, professional development programs, and licensing examinations as required under regulatory frameworks (for candidates not yet certified).

Requirements:

• Polytechnic Diploma or Bachelor’s Degree or equivalent qualification preferred.
• Excellent communication, interpersonal and analytical skills.
• Proactive and self-driven, with a strong focus on results.
• Able to work independently and within a team.
• Prior experience in sales, banking, finance, or insurance is a plus.
• Candidates with relevant certifications (e.g., CMFAS modules) will have an added advantage.
• Candidates without prior experience are welcome; training and support will be provided.

What We Offer:

• Remuneration package: Basic allowance (for inexperienced hires / Transition package (for experienced hires) + commission + performance bonus + tactical incentives.
• Training & Development: Structured training, continuous learning opportunities and mentorship programs designed to support both new and experienced advisors.
• Product Access: Wide range of investment and insurance solutions.
• Career Progression: Fast-track managerial opportunities based on performance and leadership potential.
• Recognition & Rewards: Opportunities to qualify for overseas incentive trips, performance awards, and exclusive recognition programmes that recognise outstanding achievements and contributions, T&C applies.

Join Us:

Whether you are new to financial services or looking to grow your advisory career, we welcome passionate individuals who are ready to make a difference in people's financial futures.

Disclaimer:

Vanguard Advisory is a group of licensed Financial Adviser Representatives / a licensed Financial AdviserRepresentative appointed by Singlife Financial Advisers Pte. Ltd. (“SFA”). This post is published by the individual financial adviser representative(s) (“FAR”) through a personal social media orother account used for recruitment purposes and does not constitute communication of, or endorsement by, SinglifeFinancial Advisers Pte. Ltd. (“SFA”). The FAR is solely responsible for the contents of this post and the collection, use,disclosure and/or transfer of any personal data. Any invitation to explore career, agency, representative, businessdevelopment or recruitment opportunities does not constitute an offer of appointment and is subject to applicableregulatory, licensing, fit and proper, contractual and on-boarding requirements. No representation or guarantee ofappointment, remuneration, commissions, incentives or earnings is made. SFA disclaims all liability arising from reliance