Client Advisor (Basic + Incentives)

About the role

This role requires relocation to Singapore.

As a Client Advisor, you are the frontline representative of the company, operating out of physical branches or advisory centers. This is a full-time, permanent corporate sales role designed for individuals who want a blend of stability and performance-driven upside. Your main objective is to provide professional, honest, and comprehensive financial planning solutions (savings, protection, and investments) to individuals across different life stages, relying on a robust internal lead database and cross-team referrals.

Key responsibilities

• Conduct thorough financial needs analysis and fact-finding to assess clients' unique goals, mapping out tailored insurance and investment solutions
• Build and nurture deep, long-lasting relationships with existing and potential customers to ensure retention and long-term financial competency
• Proactively manage and act on leads provided by the internal database, setting up structured appointments with potential clients
• Collaborate closely with Branch Services colleagues to actively convert walk-in customer referrals
• Capitalize on sales opportunities through scheduled customer events, financial review booths, and local branch engagement activities
• Maintain highly detailed client records and documentation, processing new insurance applications and policy changes accurately and efficiently

About you

• Must possess a University Degree in any field of study
• Minimum one year experience from any sales background
• Strong interpersonal and communication skills
• High degree of empathy
• Problem-solving capabilities
• Genuine passion for client advisory
• Highly self-motivated by tangible results
• Comfortable working within a multi-layered, performance-based incentive structure

About us

Our client is a leading financial institution in Singapore.

Please apply now with your most up‑to‑date resume. We thank all candidates for your interest and regret that only shortlisted candidates will be contacted.

Jevons Ang

Recruitment Consultant

R26163179