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Senior Financial Advisor

recruit123 pte. ltd.

singapore, singapore, Singapore Full-time July 05, 2026

Found Description

Senior Financial Advisor (Recruit123 - Hiring on behalf of client)

About the Role Recruit123 is supporting a high‑performing Financial Advisory unit in Singapore to expand its team. This unit has consistently produced top performers and is on track for full MDRT qualification in 2026. We are seeking experienced Financial Advisors who want a stronger support structure, proven lead generation, and a collaborative team culture.

Key Responsibilities

  • Build and manage long‑term client relationships

  • Understand clients' financial goals and protection needs

  • Provide suitable financial planning and advisory solutions across protection, wealth accumulation, retirement, and legacy planning

  • Grow a personal client portfolio through networking, referrals, and relationship management

  • Maintain ongoing client servicing and reviews

  • Participate...

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