Financial Advisor at PromiseLand

Job Description

With over 35 years of trusted experience, PromiseLand Financial Advisory has established itself as a pioneer in Singapore’s financial services industry. As the nation’s first multi-representative independent financial advisory (IFA) firm, PromiseLand is committed to helping individuals and families build healthier, wealthier, and more secure futures. The firm offers a full suite of services, including personal and investment advisory, loan refinancing, general insurance, group employee benefits, and legal and tax-related financial matters. By offering holistic and client-centric advice, PromiseLand has helped generations of clients achieve peace of mind and long-term financial well-being.

PromiseLand’s strength lies in its strategic partnerships with 16 leading life insurance companies, including renowned names such as AIA, Manulife, Income, Singlife, and HSBC Life. These partnerships enable the firm to provide cost-effective insurance and wealth solutions that are tailored to each individual’s unique needs. The firm’s general insurance and wealth management platforms further enhance its ability to offer competitive and comprehensive options. PromiseLand’s advisors follow a structured and rigorous process to ensure that every solution aligns with the client’s goals and expectations, delivering value with transparency and care.

Beyond products and services, PromiseLand takes pride in its distinctive culture. The company believes in the potential of every team member and actively nurtures a supportive and empowering environment. It is a place where individuals are encouraged to grow, thrive, and take ownership of their careers. Advisors are not bound to a single provider, which gives them the freedom to offer unbiased, client-focused advice. This independence leads to stronger client relationships, greater professional satisfaction, and the flexibility to design a career path that truly reflects one’s aspirations.

Key Responsibilities

• Client Relationship Management: Build and maintain long-term relationships with clients, understanding their financial goals, priorities, and risk tolerance.
• Comprehensive Financial Planning: Provide tailored financial advice by analyzing clients’ current financial situations and recommending suitable solutions, including investments, insurance, and savings plans.
• Product Portfolio Management: Offer a diverse range of financial products to align with clients’ needs and objectives, ensuring the best fit for their circumstances.
• Continuous Learning: Stay updated on market trends, financial products, and regulatory changes to provide well-informed advice.
• Goal Achievement: Meet and exceed individual and team sales targets while ensuring compliance with regulatory standards.
• Collaboration: Work closely with other team members and departments to enhance client experience and achieve organizational goals.
• Education and Advocacy: Educate clients on financial literacy and empower them to make informed financial decisions.

Qualifications

• Minimum Recognised Diploma or “A” Level
• Singaporean Citizens, Permanent Residence or LTVP
• Previous experience in financial advisory or related fields is an advantage but not mandatory; fresh graduates are welcome to apply.
• Strong interpersonal and communication skills.
• A proactive and driven personality with a “beyond” attitude to face challenges and deliver results.

What We Offer

• Comprehensive Value Proposition: Access to a wide range of products to deliver personalized financial solutions to clients.
• Competitive Salary Model: Enjoy a rewarding compensation structure, including base salary, commissions, and vesting rights.
• Career Progression: Clear and structured pathways to advance within the organization.
• Training and Development: Robust training programs, media support, and Wealth Management (WM) resources to enhance your expertise and confidence.
• Team Culture: Be part of a dynamic and supportive family that fosters growth, collaboration, and a shared purpose.

Financial Products We Offer

PromiseLand Financial Advisory offers a wide range of financial products and services designed to meet the unique needs of both individuals and businesses. For individuals, they provide comprehensive insurance solutions that offer protection against life’s uncertainties. These include life insurance, health insurance, and other personal coverage plans that are tailored to safeguard clients and their families. In addition to protection, PromiseLand also helps individuals plan for their financial future through personalized financial planning services. These services are designed to support clients at every stage of life—from saving for education or property, to planning for retirement and wealth transfer.

For businesses, PromiseLand delivers corporate insurance solutions aimed at mitigating business risks and ensuring continuity. These services are particularly useful for small and medium enterprises looking to protect their assets and operations. Additionally, PromiseLand assists companies in developing and managing employee benefit programs. These include group insurance and retirement plans that not only enhance employee welfare but also support talent attraction and retention strategies.

PromiseLand takes a client-centric approach in offering objective advice and access to a broad panel of providers. Their goal is to deliver holistic and unbiased financial solutions that align with the long-term goals of their clients.

Why Join Promiseland Independent as a Financial Advisor?

If you are a driven and motivated individual looking for a fulfilling career that combines personal success with the opportunity to make a real difference, PromiseLand could be the perfect fit for you. As a Financial Advisor, you will have the freedom of self-employment, backed by the resources and reputation of a well-established firm. You will play a vital role in helping clients achieve financial independence and protect what matters most to them—from saving for retirement to planning for their children’s education or securing coverage for life’s uncertainties.

We are looking for passionate individuals who are eager to build meaningful connections with clients while growing their own expertise and career. At PromiseLand, you will receive comprehensive training, mentorship, and access to a wide range of products to support your journey. Whether you are new to the financial services industry or looking for a fresh start, this is a unique opportunity to grow with a team that values purpose, integrity, and impact.

Start your journey with PromiseLand Financial Advisory today and take the first step toward a career that is both rewarding and empowering. Together, let’s build a future where you and your clients can thrive.