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Vertex Wealth Advisory Hiring! Part Time Financial Advisor in Central Region (Singapore), Earn up to SGD 8,000 - Ricebowl

Financial Advisor

Vertex Wealth Advisory

SGD3,000 - SGD8,000 Per Month

Downtown Core, Central Region (Singapore)

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Working Location

  • North Bridge Road Downtown Core Central Region (Singapore) Singapore

Job Description

Responsibilities

Financial Adviser / Wealth Management ConsultantAbout the Role

We are looking for motivated and driven individuals to join our team as Financial Advisers. You will work closely with individuals and families to understand their financial goals and provide tailored solutions across areas such as wealth accumulation, protection, retirement planning and legacy planning.

This is an opportunity to build a professional career in the financial services industry, with structured training, mentorship and opportunities for career progression.

Key Responsibilities

  • Conduct financial consultations and understand clients’ financial goals and needs
  • Develop personalised financial strategies based on clients’ objectives and risk profiles
  • Advise clients on areas including insurance protection, investments, retirement and wealth planning
  • Build and maintain long-term relationships with clients
  • Review existing financial portfolios and identify potential areas for improvement
  • Stay updated on financial products, market developments and industry trends
  • Develop and grow your own professional network and client base
  • Participate in training, workshops and team development activities

What We Offer

  • Contract-based allowance of up to $1,000, subject to the applicable contract terms and requirements
  • Performance-based income structure with opportunities for higher earnings
  • Structured training and onboarding programme
  • Mentorship and guidance from experienced advisers
  • Potential access to company/team-generated leads based on performance and demonstrated capability
  • Career progression opportunities into senior advisory and leadership roles
  • Supportive team environment and ongoing professional development
  • Exposure to a wide range of financial planning and wealth management solutions

Lead Support

We believe in rewarding advisers who demonstrate commitment and strong performance. Advisers who perform well and demonstrate the required competency may be considered for additional lead support, allowing them to focus on developing client relationships and growing their business.

What We Are Looking For

  • Singaporeans / PRs aged 21 and above
  • No prior financial advisory experience required
  • Strong communication and interpersonal skills
  • Self-motivated, driven and willing to learn
  • Comfortable meeting and communicating with people
  • Candidates from sales, banking, real estate, hospitality, education or other customer-facing industries are welcome
  • Individuals looking for a career change or entrepreneurial opportunity are encouraged to apply

Career Progression

Successful candidates will have the opportunity to progress into senior advisory and leadership roles, with the potential to build and lead their own team.

If you are ambitious, people-oriented and looking to build a long-term career in financial services, apply now to find out more about the opportunity.

Pay: $3,000.00 - $8,000.00 per month

Work Location: Hybrid remote in Bugis

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