Financial Advisor Manager

Reporting To: Chief Executive Officer (CEO)

Role Summary

The Advisor Manager is responsible for driving growth by recruiting, onboarding, and managing financial adviser representatives, while delivering own business targets. The role focuses on farming existing customerdatabase with suitable financial planning products (Life/Health/Investment), buildinga high-performing advisory distribution network, supporting advisers inaccelerating their production, and fostering strategic alliances, all whileoperating strictly within the regulatory frameworks set by the MonetaryAuthority of Singapore (MAS).

Key Responsibilities

1. Financial Planning

· Client Advisory: Conduct financial needs analysis and provide suitable advice on life, health, protection and savings solutions.

· Sales & Relationship Management: Present and recommend insurance solutions, manage the application process and build long-term client relationships.

· Portfolio Management: Conduct regular client reviews and identify opportunities to enhance or adjust protection coverage as clients’ needs change.

· Compliance: Ensure all recommendations, sales activities and documentation comply with MAS regulations, company policies and applicable FA requirements.

· Client Service: Provide ongoing policy servicing, claims support and responsive after-sales assistance.

· Digital & AI Tools: Utilize company’s digital/AI advisory platform to improve client engagement, needs analysis, product recommendations and productivity.

· Target Achievement: Meet agreed sales, revenue and client acquisition targets while maintaining high standards of customer service and professional conduct.

2. Financial Adviser Recruitment &Acquisition

· Identify, source, and recruit high-caliber financial adviser representatives and premier advisory teams to join the firm.

· Collaborate with the Compliance and Operations teams to ensure seamless fit-and-proper checks and MAS notification processes during onboarding.

3. Distribution Management & Representative Enablement

· Act as the primary relationship manager for the firm’s financial advisers, driving engagement, retention, and loyalty.

· Deliver strategic coaching and sales enablement resources to help advisors scale their advisory businesses.

· Conduct regular business reviews with top-tier advisers to identify growth bottlenecks and formulate joint action plans.

4. Production & Revenue Growth

· Develop and execute strategic sales campaigns, incentive programs, and production drives to accelerate revenue growth.

· Monitor key distribution performance indicators, including Assets Under Management/Advising (AUM), New Business Premium, and active adviser ratios.

· Work closely with the Product Governance and Tech teams to equip advisers with competitive product suites and advanced digital advisory tools.

5. Training & Professional Development

· Collaborate with product and technical experts to deliver comprehensive product training, market insights, and sales advisory concepts to representatives.

· Ensure all training initiatives reinforce high sales quality, regulatory compliance, and robust customer suitability frameworks.

6. Market Intelligence & Strategy

· Monitor industry trends, competitor movements, compensation structures, and shifting consumer demands to sure the firm's value proposition remains highly competitive.

· Provide regular strategic insights and growth metrics reporting to the Executive Management team.

Qualifications

A recognized University Degree, ideally in Business, Marketing, Finance, Economics, or a related discipline.

Relevant regulatory certifications under the Financial Advisers Act(FAA) (e.g., CMFAS Modules 5, 8, 9, 9A, HI) are highly advantageous.

Strong understanding of the Financial Advisory landscape and distribution channels in Singapore.

Good knowledge of MAS regulations governing representative conduct and marketing activities.

Familiarity with financial products across Life Insurance, General Insurance, and Investment platforms.

Experience

>7 years of experience Financial Planning, within the Financial Advisory, Wealth Management, or Insurance sectors.

Proven track record of successfully recruiting and scaling financial adviser networks or high-performing sales teams.

Demonstrated success in managing complex B2B partnerships or institutional alliances.

Skills

Exceptional relationship-building, networking, and stakeholder management capabilities.

Strong commercial acumen with a proven track record of meeting or exceeding growth targets.

Compelling pitching, negotiation, and public presentation skills.

A collaborative mindset with the ability to bridge the gap between commercial sales goals and strict compliance/governance standards.