Wealth & Retirement Advisor — Coaching & Growth

AT TALENT FIT PTE. LTD.; Singapore; On-site; SGD 42,000 - 75,000; Full time

Benefits offered by this job

Base salary and commissions

Training & coaching

Job summary

AT TALENT FIT PTE. LTD. in Singapore is seeking a proactive financial advisor to guide clients across insurance, investments, retirement planning and estate strategies.

You will conduct reviews, tailor plans, and educate clients on a broad suite of financial products while building lasting relationships. The role emphasizes ongoing coaching, teamwork, and performance-based incentives including base salary plus commissions.

Qualifications

• Singapore citizen or PR
• GCE A Levels / IB Diploma / Polytechnic diploma or equivalent
• CMFAS M5, M9, M9A and HI certifications
• Strong communication and interpersonal skills

Responsibilities

• Provide comprehensive financial advice across insurance, investment, retirement education, and estate planning.
• Conduct regular reviews and maintain long-term client relationships.
• Assess clients' financial situations and develop personalized strategies to meet their goals.
• Educate clients on a range of financial products and services.
• Build and maintain strong client relationships through regular communication and follow-ups.
• Stay informed about investment trends, industry trends, regulations, and best practices.

Skills

Communication skills

Interpersonal skills

Lead generation

Education

GCE A Levels

IB Diploma

Polytechnic diploma (Singapore)

CMFAS M5

CMFAS M9

CMFAS M9A

CMFAS HI

Job description

AT TALENT FIT PTE. LTD. in Singapore is seeking a proactive financial advisor to guide clients across insurance, investments, retirement planning and estate strategies.

You will conduct reviews, tailor plans, and educate clients on a broad suite of financial products while building lasting relationships. The role emphasizes ongoing coaching, teamwork, and performance-based incentives including base salary plus commissions.