Embrace the Journey
Career
Endless Opportunities Await
We believe in the power of collaboration and growth, and are looking for individuals who are eager to make a difference to those around them. We're confident that with the right blend of talent and determination, you'll thrive in our dynamic environment and contribute to our shared success.
Joining Us
- Advise clients on portfolio management, asset allocation, and a range of traditional and alternative investments.
- Collaborate with investment advisory, compliance and execution teams to optimise client relationships and ensure adherence to internal guidelines and statutory requirements.
- Travel regularly to meet with existing clients and prospect new business.
- Manage relationships with corporate and institutional clients to achieve business objectives.
- Foster strong internal relationships to enhance service delivery and maintain compliance with guidelines.
- Serve as the primary point of contact for clients, addressing their enquiries, complaints and service-related issues with exceptional standards and advice.
- Develop account plans to continuously improve service delivery.
- Singaporean or Permanent Resident
- Minimum Diploma or higher
- At least 1 year of experience in a similar role within Financial Services
- Strong networking and relationship-building skills
- Highly goal-driven and able to thrive in fast-paced environments
- Adaptable and excels in changing environments
- Extensive learning opportunities
- Flexible working options
- Attractive salary and benefits
Embark on a fulfilling career with us
Ready to Take the Next Step?
Apply now to join a team dedicated to excellence and client satisfaction. Send us a DM and let’s begin this journey together!
Frequently Asked Questions
Can I apply if I have no qualifications in this field yet?
Yes, you can apply even if you have no prior experience in this field. You will undergo a systematic and rigorous training with us. Our in-house FLD onboarding program is designed to equip you with the foundation and necessary skill sets to enable you to attain your career potential with us.
What qualifications do I need?
Financial advisors need to pass the Capital Markets and Financial Advisory Services (CMFAS) exams (Modules M5, M9, M9a, HI) to be licensed by the Monetary Authority of Singapore (MAS). In your work, you should then adhere to the Code of Ethics set by the Financial Advisors Act (FAA) and the Financial Advisors Regulations (FAR) to ensure ethical practices.
How long does it take to become certified?
The process may take 3 months to half a year, depending on the candidate.
What are the relevant skills and qualities?
You should be strong in your interpersonal, communication and analytical skills. You must keep current with market trends, financial news and regulations. Most importantly, you should have a genuine desire to help clients achieve their financial and life goals.
What would I be doing day-to-day?
You should aim to provide clients with the most up-to-date, personalised advice. This involves understanding clients’ goals and current situations, designing a plan for their financial life, recommending suitable solutions and monitoring their portfolios.
How can I find clients?
Referrals, networking, marketing efforts and digital channels are tools to finding new clients. It is also helpful to leverage your existing personal/ professional networks. You must adhere to strict privacy laws and ethical guidelines to protect clients’ personal and financial information.
What is my earning potential?
Your earning potential can vary on your experience and profile of your client base. Commissions and fees earned on solutions provided to clients contribute to your income.
What are the potential challenges or downsides of working as a financial advisor?
Responsibilities include building a client base, navigating regulatory changes and dealing with market fluctuations.
Are there opportunities for professional and career development?
You should regularly attend training programs and networking events to stay informed about industry updates and changes.
How do I stay up-to-date with changing regulations and products?
You should regularly attend training programs and networking events to stay informed about industry updates and changes.
Are there opportunities for professional and career development?
You may choose to pursue certifications and gain expertise in specialised areas to enhance your career prospect. Some areas include general insurance, wills and estate planning, and family office advisory.
Is there significant demand for financial advisors?
Singapore’s economy is constantly growing with a rising human lifespan, hence there is an increasing need for financial planning. At Financial Life Design, we seek to positively impact our clients lives through our bespoke financial planning services and solutions.