The role involves building and growing a high-value client portfolio through referrals, networking, and existing relationships
Job Summary
The role involves building and growing a high-value client portfolio through referrals, networking, and existing relationships.
Candidates will conduct in-depth financial needs analysis to deliver tailored wealth, protection, and retirement strategies for professionals and high-net-worth individuals.
Top performers can earn between $10,000 and $30,000+ monthly with recurring passive income from renewals and overriding commissions.
Matching Summary
Match Score: 85
The role involves building and growing a high-value client portfolio through referrals, networking, and existing relationships.
Salary
Monthly: $10,000–$30,000+; Recurring passive income from renewals and overrides; Performance bonuses and overseas trips
Skills & Requirements
Must-have
Build high-value client portfolio
Conduct in-depth financial needs analysis
Deliver tailored wealth strategies
Nice-to-have
Self-driven entrepreneurial mindset
Strong track record in client acquisition
Mentor and grow team of advisors
Key Requirements
Minimum 1-2 years experience as financial advisor
Valid CMFAS certifications (RES5, M9, M9A, HI)
Singapore Citizen, PR, or eligible to work in Singapore
Work Rights
Must be Singapore Citizen, PR, or eligible to work in Singapore