- Singapore
工作地点
职位描述
岗位职责
Job Title: Wealth Manager - Financial Adviser Representative
Employment Type: Full-Time
Industry: Financial Services / Insurance / Wealth Management
Job Overview:
We are looking for driven, people-focused individuals to join our team as Wealth Managers
- 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.
Internal
• 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.
Apply Now by submitting your resume to ************* or connect with us at +*************.
Disclaimer:
Vanguard Advisory is a group of licensed Financial Adviser Representatives / a licensed Financial Adviser Representative 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 or other account used for recruitment purposes and does not constitute communication of, or endorsement by, Singlife Financial 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, business development or recruitment opportunities does not constitute an offer of appointment and is subject to applicable regulatory, licensing, fit and proper, contractual and on-boarding requirements. No representation or guarantee of appointment, remuneration, commissions, incentives or earnings is made. SFA disclaims all liability arising from reliance
on or response to this post.
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