💼 Full-Time Position

FINANCIAL ADVISER X 20

🏢
AEON SEARCH CONSULTING PTE. LTD.
📍 singapore, singapore, Singapore
📍
Location
singapore, Singapore
📅
Posted
June 08, 2026
⏰
Type
Full-Time
🎯

Full-Time Opportunity: This is a permanent, full-time position with a competitive package and real career growth potential.

Job Description

1. Client Advisory & Relationship Management
  • Identify and prospect potential clients
  • Conduct holistic financial needs analysis
  • Develop personalized financial plans
  • Build long-term client relationships
  • Provide regular portfolio reviews and updates
2. Product & Solution Structuring
  • Recommend suitable solutions including:
    • Life insurance
    • Health insurance
    • Investment-linked policies
    • Retirement planning solutions
    • Savings and wealth accumulation plans
  • Explain product features, risks, and benefits clearly
3. Compliance & Documentation
  • Ensure adherence to regulatory and compliance standards (e.g., MAS guidelines in Singapore)
  • Complete documentation accurately and ethically
  • Maintain proper client records
4. Continuous Professional Development
  • Stay updated with ...