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Singapore Browse · Singapore · Financial Advisor

Financial Advisor in Singapore

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Financial Advisor
AVALLIS FINANCIAL PTE. LTD.
Singapore, Singapore
Strong communication skills
Self-motivated
Proactive
Avallis Financial has been a trusted name in independent financial advisory services since 1997
4 days ago
Client Advisor (Basic + Allowance + Commission)
PARADIGM RECRUITMENT PTE. LTD.
Singapore, Singapore, Singapore
Base: basic + allowance; bonus/equity: commission;...
Diploma or degree in related discipline
Passion for sales and customer interaction
Ability to work as a team
The role involves attending to walk-in customers and recommending appropriate financial products
5 days ago
Financial Adviser (Insurance)
SYNERGY FINANCIAL ADVISERS LTD.
Singapore, Singapore
Excellent communication skills
Strong sales capabilities
Mature and outgoing personality
The role involves servicing clients who request comprehensive financial planning services
6 days ago
Wealth Product Management - Vp
OCBC Bank
Singapore, Singapore
Full time
Competitive base salary; not specified; holistic f...
5 to 7 years sales and advisory experience
Strong understanding of wealth management products
Comfort with data models and digital tools
The role involves creating and developing content such as written materials, videos, and podcasts to communicate investment house views to clients
7 days ago
Senior Officer, Personal Wealth Executive
UNITED OVERSEAS BANK LIMITED
Singapore, Singapore
Not specified; not specified; not specified
Senior
Understanding customer financial needs
Sales of insurance and unit trusts
Compliance with regulatory requirements
The role focuses on empowering customers to extract more value from their money through healthy saving and investment practices
9 days ago
HNW Insurance Broker
BEATHCHAPMAN (PTE. LTD.)
Singapore, Singapore
+5y experience
Sales and marketing activities
Client relationship management
Insurance product knowledge
The role involves prospecting new business through sales and marketing activities while identifying cross-selling opportunities
9 days ago
Client Advisor (Basic + Incentives)
PARADIGM RECRUITMENT PTE. LTD.
Singapore, Singapore
Base: basic salary; bonus/equity: performance-driv...
Full gce a-level certificate or polytechnic diploma
Strong interpersonal and communication skills
High degree of empathy and problem-solving
This role serves as the frontline representative providing professional financial planning solutions to individuals across different life stages
9 days ago
Financial Services Consultant
AIA SINGAPORE PRIVATE LIMITED
Singapore, Singapore
Mid-level
Providing financial advice
Wealth accumulation planning
Legacy planning expertise
The role involves providing comprehensive financial advice tailored to clients' specific protection and financial needs
9 days ago
Financial Adviser
NEXUSHIRE SOLUTIONS PTE. LTD.
Singapore, Singapore
Not specified; performance-based recognition + rew...
Strong interpersonal and communication skills
Self-driven performance-based work style
Relationship-building abilities
The role offers structured mentorship, business development support, and lead generation initiatives to help advisors build a sustainable long-term practice
9 days ago
HNW Insurance Consultant [Insurance Brokerage]
GOOD JOB CREATIONS (SINGAPORE) PTE. LTD.
Singapore, Singapore
Mid-level
High-net-worth client relationship management
Comprehensive financial needs assessment
Professional presentation delivery skills
The role involves providing tailored financial advisory services to prospective high-net-worth and ultra-high-net-worth clients through referrals from private banks and family offices
9 days ago
Senior / Personal Financial Consultant
OCBC
Singapore, Singapore
Full time
Base: competitive base salary; bonus/equity: not s...
Senior
Retail banking sales experience
Active promotion of wealth products
Consultative selling approach
The role involves providing comprehensive, one-stop financial advisory services to customers through the active promotion of a full range of wealth management products
9 days ago
Client Advisor (rank: Vp)
OCBC
Singapore, Singapore
Full time
Competitive base salary; not specified; holistic f...
High-net-worth portfolio management
Holistic financial solutions delivery
Sales driven and result-oriented
The role involves acting as a primary trusted advisor for high-net-worth customers to deliver holistic financial solutions
9 days ago
Senior / Wealth Portfolio Consultant
OCBC
Singapore, Singapore
Full time
Competitive base salary; not specified; holistic f...
Hybrid
Senior
Tele-consulting experience required
Outbound prospecting and lead conversion
Understanding customer financial needs
The role involves guiding customers with suitable banking, investment, and insurance solutions through structured tele-consulting
9 days ago
Wealth Management Consultant (Investment)
PLACEMENT PROFESSIONALS
Singapore, SG
Monthly allowance + commission + incentives; quart...
Mid-level
Strong communication and interpersonal skills
Entrepreneurial mindset with problem-solving ability
Ability to work independently and in a team
This role focuses on helping clients achieve their financial goals through tailored investment and insurance solutions
10 days ago
Wealth Management Associate
PLACEMENT PROFESSIONALS
Singapore, Singapore
+15y experience
Prospecting activities to acquire new clients
Assisting with wealth accumulation planning
Building long-term client relationships
This role offers an entry point into the finance industry with a pathway towards managerial positions
10 days ago
Senior Financial Advisor
PLACEMENT PROFESSIONALS
Singapore, Singapore
Commission-based; average approximate earnings bas...
Senior
5+ years licensed financial adviser experience
Proven track record with international affluent clients
Strong leadership and team coaching skills
The role involves growing a high-value client portfolio by engaging affluent international individuals from countries such as the UK, Australia, and India
10 days ago
Wealth Investment Advisor
WEALTH ASIA LLP
Singapore, SG
Attractive remuneration; incentives pyckage; not s...
Analyze client wealth circumstances
Develop strategic sales plans
Conduct market research analysis
The role involves analyzing clients' wealth and financial circumstances to provide tailored advice and solutions
10 days ago
Assistant Investment Specialist
WEALTH ASIA LLP
Islandwide
Conduct due diligence on investment opportunities
Perform quantitative and qualitative portfolio analysis
Execute trade orders accurately and efficiently
The role supports the Executive Wealth Director in researching and executing client investment strategies while acting as a key link between sales and operations
10 days ago
Personal Financial Consultant
PLACEMENT PROFESSIONALS
Singapore, Singapore
Commission-based; average approximate salary based...
Mid-level
Strong results-driven mindset
Ability to perform under pressure
Flexibility for non-standard hours
This role offers a clear pathway for growth in both sales and leadership tracks within a renowned local bank
10 days ago
Personal Finance Executive
PLACEMENT PROFESSIONALS
Singapore, SG
Commission-based; average approximate earnings bas...
Strong communication skills
Customer-focused approach
Self-motivation and independence
This role focuses on acquiring and managing high-net-worth and qualified depositor clients for a leading bank in Singapore
10 days ago
Wealth Manager (High Net Worth)
PLACEMENT PROFESSIONALS
Singapore, Singapore
Uncapped commission structure; + bonuses available...
Strong communication skills
Self-driven mindset
People-oriented approach
The role focuses on providing financial advisory services while building and managing a personal client portfolio
10 days ago
Financial Advisory Specialist
MONEYSMART SINGAPORE PTE. LTD.
Singapore, Singapore
Competitive commission structure; performance ince...
+3y experience
3 years insurance sales experience
Cmfas m5, m9, m9a, hi certifications
High-volume lead conversion skills
The role focuses on converting qualified inbound enquiries into issued policies through thorough needs analyses
10 days ago
Financial Sales Advisor
PLACEMENT PROFESSIONALS
Bishan, Singapore
Commission-based; monthly allowance combined with ...
Strong communication skills
Genuine interest in helping others
Motivation to grow professionally
This role focuses on helping individuals and families make informed financial decisions and plan for their future
10 days ago
Financial Advisory Specialist
PLACEMENT PROFESSIONALS
Singapore, Singapore
Commission-based; salary range is an average appro...
+3y experience
3 years sales experience in financial services
Conduct financial needs analysis
Guide customers through decision-making journey
This role involves engaging with qualified leads to provide tailored life and health insurance solutions
10 days ago
Mortgage Advisor
ROUND VENTURE PTE. LTD.
Singapore, Singapore
Proficient in english and mandarin chinese
Strong mathematical and analytical mindset
Ability to analyze financial profiles
The role involves engaging clients to analyze their financial profiles and recommend optimal property loan structures
10 days ago

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Financial Advisor in Singapore

Financial Advisor

Client Advisor (Basic + Allowance + Commission)

Financial Adviser (Insurance)

Wealth Product Management - Vp

Senior Officer, Personal Wealth Executive

HNW Insurance Broker

Client Advisor (Basic + Incentives)

Financial Services Consultant

Financial Adviser

HNW Insurance Consultant [Insurance Brokerage]

Senior / Personal Financial Consultant

Client Advisor (rank: Vp)

Senior / Wealth Portfolio Consultant

Wealth Management Consultant (Investment)

Wealth Management Associate

Senior Financial Advisor

Wealth Investment Advisor

Assistant Investment Specialist

Personal Financial Consultant

Personal Finance Executive

Wealth Manager (High Net Worth)

Financial Advisory Specialist

Financial Sales Advisor

Financial Advisory Specialist

Mortgage Advisor