Junior Financial Advisor (Roadshows, Investment Insurance / M5 ,M9,M9A,HI) DP71 - #1110432

Responsibilities

• Provide tailored financial planning and investment advice aligned with clients’ goals and MAS regulations.

• Build and maintain strong client relationships through trust and service excellence.

• Recommend suitable insurance, retirement, and wealth management solutions.

• Ensure compliance with the Financial Advisers Act (FAA) and internal regulatory standards.

• Prospect and acquire new clients to achieve business growth and sales targets.

• Conduct regular portfolio reviews and adjust strategies to meet evolving needs.

• Stay updated on financial products, market

Requirements

• Diploma / Degree

• Certified in M5 , M9, M9A & HI

• Must do Roadshows (Sponsored)

How to Apply:

Interested applicants, kindly click on “APPLY NOW”

We regret only shortlisted candidates will be notified.

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