A Student Advsior helps individuals and businesses achieve their financial goals by providing professional advice on wealth accumulation, protection, retirement planning, investment strategies, and estate planning. The consultant builds long-term relationships with clients through regular financial reviews and ongoing support.

Key Responsibilities

• Conduct comprehensive financial needs analysis for clients.
• Develop personalized financial plans based on clients' goals and risk appetite.
• Recommend suitable insurance, investment, retirement, education, and wealth management solutions.
• Build and maintain long-term client relationships.
• Acquire new clients through networking, referrals, seminars, workshops, and digital marketing.
• Review clients' financial portfolios regularly and recommend adjustments when necessary.
• Keep up to date with market trends, economic developments, and regulatory changes.
• Ensure all recommendations comply with the guidelines set by the Monetary Authority of Singapore (MAS).
• Complete all required documentation accurately and maintain proper records.
• Provide prompt after-sales service and claims support.

Minimum Qualifications

• Diploma from a local polytechnic or equivalent; some employers require a bachelor's degree.
• Meet the minimum academic requirements prescribed by the Monetary Authority of Singapore.

Licensing Requirements

Candidates are generally required to pass the relevant papers under the Singapore College of Insurance's Capital Markets and Financial Advisory Services (CMFAS) examinations, depending on the products they advise on.