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🥝 FINANCIAL ADVISER X 20
AEON SEARCH CONSULTING PTE. LTD. | singapore, Singapore | Posted June 11, 2026
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