Financial Consultant Job Singapore,Finance & Banking

Our client is a Financial Advisory firm with one of the oldest insurers in Singapore. They have many openings for the Financial Advisor/Planner position

The position focuses on providing financial planning, investment, and insurance solutions to both individual clients and corporate businesses. It offers a structured corporate track with opportunities to specialize in B2B corporate insurance and employee benefits.

Responsibilities

Financial Advisory: Understand the short- and long-term financial goals of individual or corporate clients

Product Matching & Sales: Recommend and sell appropriate investment, insurance, savings, or group employee benefit solutions.

Relationship Management: Actively build, nurture, and maintain long‑term relationships with clients to ensure retention and ongoing service.

Customer Service: Provide high‑quality advisory experiences and excellent ongoing customer support.

Requirements

Experience: No prior experience is required; comprehensive training, mentorship, and closing assistance are provided.

Regulatory

Certifications:

Candidates must pass 4 CMFAS exams before officially starting the role:

RES5 (Rules & Regulations for Financial Advisory Services)

M9 (Life Insurance & Investment-Linked Policies)

M9A (Life Insurance Law)

HI (Health Insurance)

Note:

Candidates who already hold these certifications are highly preferred (counted as a bonus).
All papers will be covered

Benefits

Lead Support: Access to multiple corporate cold‑market platforms and lead generation channels, eliminating the need to prospect friends or family.

Training & Development: Fully sponsored exam costs, structured agency training, and management support to help close early cases.

Flexibility & Perks: Highly flexible work schedule (work‑from‑home or office options) and fully paid annual incentive trips to other countries

It's a commission-based role

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