164 Investment Consulting jobs in Singapore

Polaris Acorn Advisory – A Branch of Professional Investment Advisory Services (PIAS)

Singapore | Work from Home | Open to Diploma Holders, No Experience & Mid-Career Switchers

Basic Allowance + Attractive Commissions

• Take control of your career & lifestyle – no rigid 9–5. Work from home, our office, or wherever suits you best.
• Earn as much as you grow – enjoy recurring bonuses and commissions of up to 50%. Your effort directly determines your rewards.
• Start strong with support – we provide warm leads from Day 1, so you can focus on connecting with people instead of cold prospecting.
• Grow with mentorship – weekly coaching and proven training will guide you, even if you have zero experience in finance.
• Be part of something bigger – join a young, energetic team that celebrates wins together through trips, incentives, and a collaborative culture.

• Connect with people from all walks of life and understand what matters most to them.
• Guide individuals and families with personalised financial solutions – from protecting loved ones to planning retirement and building wealth.
• Build meaningful, long-term client relationships based on trust and value.
• Shape your own practice, your own schedule, and ultimately, your own success.

• Great listeners and clear communicators.
• Authentic, honest, and self-driven individuals.
• Diploma holders, JC grads, or Bachelor's degree holders (no experience and mid-career switchers welcome).
• Passion for learning and continuous growth.

Bonus skills (not required): professional certifications (CFA, CFP, CPWA), multilingual abilities, or experience with Microsoft Office, social media, or affiliate marketing.

To be licensed as a Financial Advisor in Singapore, you'll need to pass the MAS-required CMFAS exams:

• RES5: Rules, Ethics & Skills
• Module 9 & 9A: Life Insurance & Investment-Linked Policies
• HI: Health Insurance

(Don't worry – we'll support you through this process)

PIAS is one of Singapore's leading financial advisory firms with a strong network of advisers since 2001. We've earned multiple industry awards, but what matters most is helping you succeed while you help others achieve financial confidence.

Ready to build a meaningful career where your impact grows as your income grows?

Click Apply Now and let's chart your success together.

Flexi Work Arrangements, Essential Financial Knowledge, Attractive Remuneration

We believe in providing a holistic approach in service to our clients, ensuring their needs are met and satisfied in our care. And we believe that it starts with us

Join our team as a Financial Advisor and enjoy a flexible work setting, comprehensive training, support structure, together with market leading remuneration. This role is ideal for both candidates without experience and those seeking a mid-career switch. Connect with us and embark on a rewarding career in financial advisory

A Day in The Life of a Financial Advisor:

• Client Networking: Establish and grow a robust client base through effective networking and prospecting strategies.
• Financial Strategy Development: Analyze clients' financial situations and goals to create tailored financial strategies.
• Insurance and Financial Advisory: Provide comprehensive advisory on insurance and financial planning, covering areas such as retirement, education, and investments, supported by our extensive product suite.
• Financial Analysis: Presenting detailed financial summaries, investment reports, and income projections for clients.
• Client Relationship Management: Maintain and strengthen client relationships through regular reviews and adjustments to financial plans based on life changes.

Benefits & Rewards:

• 24-months Trainee Program: Provides monthly allowance + commission, supporting you in the first 24 months of your career.
• Extensive Training and Support Structure: Regular workshops, training & sharing sessions within the agency and individual mentorship ensuring support along the way.
• Flexi-Hybrid Work Setting: Enjoy a hybrid work setting with flexible work arrangements.
• Attractive Rewards: We believe in 'work hard, play hard', with incentives for top performers & fun team-bonding events.
• Market-leading Remuneration Structure: Market-leading remuneration package along with an attractive incentive system, including commissions, performance incentives, and up to 3 incentive trips a year.

Qualifications:

• Does not require work authorization or sponsorship preferred.
• Minimum 21 years old with Polytechnic Diploma, GCE 'A' level Certification or Bachelor Degree in any field, as per MAS requirements.
• Highly motivated with strong interpersonal skills

Apply now to find out more

Company Description

We are a team of close-knit financial professionals, comprising of former bankers and industry experts. We prioritize building long-term relationships with our clients and aligning work with personal values. To achieve this, the company collaborate with 12 diverse partners, ensuring a comprehensive range of insurance and wealth products for our clients.

Role Description

This is a full-time hybrid role. The Client Advisor will be responsible for providing financial advisory services, including but not limited to financial planning, estate planning and managing investments;

• Meeting with clients to conduct KYC and fact finding to determine their financial objectives, risk tolerance, income, expenses and assets.
• Offering strategic advice on products and services, such as investments, insurance coverage and estate planning tools.
• Implement and/ or diversify their investment portfolio with stocks, bonds, unit trusts etc
• Performing market research to stay current with financial trends
• Preparing financial documents, such as income projections and investment reports
• Maintaining compliance with all rules and regulations in the financial industry
• Identifying and pursuing potential clients to maintain a strong client base

Benefits

• Working amongst like-minded professionals
• Well-rounded mentorship from industry experts that are well versed in both investment and wealth management
• Transparent compensation packages/ structure
• Supportive and vibrant environment

Requirements

• Is an active representative registered with the Monetary Authority of Singapore
• Experience in Retirement Planning and Financial Advisory
• Knowledge of Investments
• Strong analytical and problem-solving skills
• Excellent communication and interpersonal abilities of

Job Types: Full-time, Permanent

Pay: $5, $25,000.00 per month

Benefits:

• Flexible schedule
• Work from home

Experience:

• financial advisory: 3 years (Preferred)

License/Certification:

• representative number registered with MAS (Preferred)

Work Location: Hybrid remote in Singapore

We are looking for motivated and driven individuals to join our team as Financial Advisors. In this role, you will provide clients with personalized financial guidance, helping them achieve their life goals through sound financial planning, risk management, and wealth-building strategies.

This is an exciting opportunity for individuals who are passionate about people, results-driven, and eager to build a rewarding career in financial advisory.

Job Types: Full-time, Fresh graduate, Student job

Pay: $2, $7,000.00 per month

Benefits:

• Flexible schedule

Work Location: Hybrid remote in Downtown Core

Flexi Work Arrangements, Essential Financial Knowledge, Attractive Remuneration

We believe in providing a holistic approach in service to our clients, ensuring their needs are met and satisfied in our care. And we believe that it starts with us

Join our team as a Financial Advisor and enjoy a flexible work setting, comprehensive training, support structure, together with market leading remuneration. This role is ideal for both fresh graduates and those seeking a mid-career switch. Connect with us and embark on a rewarding career in financial advisory

A Day in The Life of a Financial Advisor:

• Client Networking: Establish and grow a robust client base through effective networking and prospecting strategies.
• Financial Strategy Development: Analyze clients' financial situations and goals to create tailored financial strategies.
• Insurance and Financial Advisory: Provide comprehensive advisory on insurance and financial planning, covering areas such as retirement, education, and investments, supported by our extensive product suite.
• Financial Analysis: Presenting detailed financial summaries, investment reports, and income projections for clients.
• Client Relationship Management: Maintain and strengthen client relationships through regular reviews and adjustments to financial plans based on life changes.

Benefits & Rewards:

• 24-months Trainee Program: Provides monthly allowance + commission, supporting you in the first 24 months of your career.
• Extensive Training and Support Structure: Regular workshops, training & sharing sessions within the agency and individual mentorship ensuring support along the way.
• Flexi-Hybrid Work Setting: Enjoy a hybrid work setting with flexible work arrangements.
• Attractive Rewards: We believe in 'work hard, play hard', with incentives for top performers & fun team-bonding events.
• Market-leading Remuneration Structure: Market-leading remuneration package along with an attractive incentive system, including commissions, performance incentives, and up to 3 incentive trips a year.

Qualifications:

• Does not require work visa / passes in Singapore
• Minimum 21 years old with Polytechnic Diploma, GCE 'A' level Certification or Bachelor Degree in any field, as per MAS requirements.
• Highly motivated with strong interpersonal skills

Job Type: Full-time

Pay: $3, $5,000.00 per month

Benefits:

• Flexible schedule

Work Location: Hybrid remote in Singapore

• A strong desire to succeed and earn what you're truly worth
• Interest in financial advisory, wealth planning, and building long-term client relationships
• Excellent interpersonal and communication skills
• Self-motivated, coachable, and a team player

• No Roadshows. No Door-to-Door Sales – Build your network through warm leads and professional platforms.
• Structured training in:
  
  Wealth Management & Portfolio Planning
  
  High Net-Worth Client Advisory
  
  Retirement, Education & Legacy Planning
• Guidance from experienced mentors and industry leaders
• Performance-based incentives, bonuses, and overseas trips
• Opportunity to grow into leadership & management roles

• High earning potential – commission-based income with uncapped rewards
• Access to affluent markets and quality clientele
• An empowering, no-office-politics environment
• Flexible schedule – design your own success

Whether you're a fresh graduate, a mid-career switcher, or just starting out, we provide you with the tools, training, and support to thrive.

Location: Singapore

Education:

GCE 'A' Level

Local Polytechnic Diploma

Degree Holders

Apply now and take the first step toward building a career that gives you purpose, prestige, and prosperity.

Are you searching for more than just a job?

or

Are you currently a Financial Advisor wanting to do better? Give it another shot to excel?

Do you dream of a meaningful career, one where you make a difference, create real wealth, and gain the freedom to live life on your own terms?

Join our dynamic team as a Financial Advisor and unlock your fullest potential. Whether you're ready for a career switch or just starting out, we are here to coach, support, and celebrate your success at every step.

• Lead generation ecosystem and support
• Unlimited Income, Real Flexibility: Enjoy a competitive base allowance with lucrative commissions and incentives. Your earning potential is only capped by your ambition.
• Work-Life Freedom: Design your own schedule and enjoy hybrid working, spending more time on what truly matters.
• Travel & Recognitions: Achieve incentive trips and industry accolades through your work by doing good for clients, your hard work takes you places.
• Support & Professional Growth: From mentoring by industry leaders to comprehensive training, we invest in YOU. No prior experience in finance required, just a willingness to learn.
• Fast-Track Career Progression: Clear pathways to advance into management, specialization, or build your own team.

• Build strong, trust-based relationships with diverse clients.
• Guide families and businesses to secure their futures through holistic, personalized financial planning.
• Stay ahead of market trends and offer the best solutions for investments, insurance, and wealth management.
• Act as a change-maker, helping clients achieve dreams, from buying homes, educating children, to preparing for retirement and leaving legacies.

• You're driven, passionate, and hungry to make a difference.
• You value people, integrity, and believe every dream deserves a smart plan.
• Minimum requirements:
• Singaporean/PR
  
  21+ years old
  
  GCE 'A' Level, IB Diploma, or Polytechnic Diploma/Bachelor's Degree (in any field)
  
  
• Fresh graduates and mid-career switchers welcome

Your success is our top priority.

We're more than just a team, we're a community, dedicated to building futures together.

Dare to dream bigger. Take control of your time, your income, and your future.

Apply Now and let's create impact, One Financial Plan At a Time

With a monthly salary, comprehensive employee benefits, and induction training, we fully equip you to start a rewarding career in financial advisory, tailored just for you

As part of our multi-channel distribution strategy, you'll be at the forefront, offering our customers financial and life protection solutions. More than just a salesperson, you'll represent us as a passionate, honest, and professional adviser.

With a steady stream of referrals from our direct marketing and servicing teams, you will have abundant sales opportunities. You'll conduct financial needs analyses for customers, providing sound advice on the best financial products to meet their needs.

Responsibilities:

• Provide sound financial advice through proper fact-finding and reviewing customers' financial goals.
• Maintain long-lasting relationships with both existing and potential customers.
• Capitalize on sales opportunities through customer events, financial reviews, and branch engagement activities.
• Increase our customer base by proactively acting on leads from our database and setting up appointments with potential customers.
• Ensure sales conversion by leveraging referrals from Branch Services colleagues.

Qualifications:

• No prior experience is required
• A diploma or degree in any field.
• CMFAS certifications M5, M9, M9A, HI, BCP, PGI are preferred but not necessary.
• Motivated by performance-based incentive structures and enjoy seeing tangible results from your hard work.
• Strong interpersonal skills and a passion for helping customers achieve greater financial competency.

This is a full-time, permanent position at Income Lite branches, with a permanent basic salary, attractive sales incentives, and full employee benefits. We offer training and career progression opportunities

Job Description

We are seeking motivated individuals to join our team as Financial Advisors. In this role, you will deliver professional financial advisory services tailored to help clients achieve their financial goals. Areas of focus include:

• Protection, investment, and savings planning
• Tax and estate planning
• Employee benefits programme structuring
• Business succession planning for business owners

We Welcome Applicants Who:

• Are keen to pursue a fulfilling career in the financial advisory industry
• Are driven, self-motivated, and purpose-oriented
• Are at least 21 years old (as required by MAS licensing regulations)
• Hold a GCE 'A' Level certificate, local polytechnic diploma, International Baccalaureate (IB), or other equivalent qualification
• Finance-related degrees may qualify for exemptions from certain licensing modules
• Have client-facing or front office experience (advantageous but not required)

Preferred Applicants:

• Singapore Citizens and Permanent Residents are encouraged to apply as part of our commitment to local talent development

What We Offer

Benefits:

• Additional leave entitlements
• Employee discounts
• Flexible work schedule
• Health insurance coverage
• Parental leave benefits
• Professional development and certification support
• Promotion pathway to permanent employee status
• Unlimited paid time off (terms apply)

Work Schedule:

• Flexible hours — ideal for achieving work-life balance

Supplemental Pay:

• Competitive commission structure
• Performance bonuses
• Retention bonuses
• Signing bonus
• Annual bonus

Mid-Career Transition Support

We welcome mid-career individuals exploring a new path. A structured transition package is available to support your move into the financial services sector. Terms and conditions apply.

To Apply:

Please submit your resume in Word/PDF format, including your contact details, list of academic qualifications, and any relevant work experience to (EA Lic: R ) . Only shortlisted candidates will be contacted for further discussion.