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Financial Advisor

RM 4,000 - RM 8,000 / month

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  • Assess clients’ financial goals, needs, and risk tolerance.
  • Provide tailored financial solutions, including insurance, investment, and wealth management strategies.
  • Educate clients on financial planning concepts, insurance policies, and investment-linked products.
  • Ensure compliance with industry regulations and company policies.
  • Maintain strong client relationships through regular follow-ups and financial reviews.
  • Continuously expand your knowledge of financial products, market trends, and regulatory
  • Must be a Singapore Permanent Resident (PR).
  • Diploma/Degree holder in any discipline.
  • Language(s) Required: Mandarin, English and Bahasa Malaysia.
  • Passed the Financial Advisor Examination, which includes:
    • Module 5 – Rules & Regulations for Financial Advisory
    • Module 9 – Life Insurance and Investment-Linked Policies
    • Module 9a – Advanced Life Insurance and Investment-Linked Policies
    • Health Insurance Module – Proficiency in health-related financial products
  • Strong communication and interpersonal skills.
  • Self-motivated, proactive, and results-driven.
  • Ability to work independently and as part of a team.
  • Attractive commission-based remuneration with high earning potential.
  • Flexible working arrangements (full-time/part-time).
  • Comprehensive training and mentorship programs.
  • Opportunities for professional growth and certification sponsorship.
  • A supportive team environment with networking opportunities.