Senior Financial Consultants/ Wealth Solutions Manager

Location: Singapore

Job Type: Full-time / Commission + Performance Allowance

About the Role

We are seeking a proactive Financial Consultant/ Manager to drive advisory solutions across both corporate (B2B) and individual (B2C) clients. You will deliver integrated strategies covering General Insurance and comprehensive Wealth Management Planning.

Key Responsibilities

B2B Advisory: Advise SME and corporate clients on commercial insurance (property, liability, keyman insurance, employee benefits, group medical, and business continuity planning).

B2C Advisory: Conduct holistic financial planning for retail and high-net-worth individuals, covering investment portfolios, retirement planning, legacy management, and personal risk protection.

Client Relationship Management: Build and maintain long-term relationships through regular financial reviews, portfolio rebalancing, and claim management support.

Market Development: Prospect and convert leads across corporate and individual networks through networking events, seminars, and corporate wellness initiatives.

Requirements

Minimum Diploma / Degree in Finance, Business, or a related discipline.

Required certifications (CMFAS rules: M5, M8, M8A, M9, M9A, and HI, PCI, CGI certifications preferred).

Prior experience in general insurance advisory, wealth management, or corporate sales is an advantage.

Strong communication, negotiation, and interpersonal skills.

What We Offer

Competitive remuneration structure (Allowance + High Commission + Performance Bonuses).