Job description for Financial Advisor at Valley
About the role
Build a meaningful career in financial advisory with Valley.
As a Financial Service Consultant, you will help individuals and families make informed financial decisions through personalized financial strategies and long-term advisory relationships. With structured mentorship, practical training, and client development support, you will develop the knowledge and skills to advise clients on financial protection, wealth accumulation, retirement planning, and legacy planning. Whether you are starting your career or exploring a new professional direction, Valley provides a platform for you to strengthen your capabilities, build lasting client relationships, and work towards your long-term career goals.
Key responsibilities
- Conduct financial reviews to understand clients' financial goals, priorities, and existing arrangements.
- Develop personalized strategies covering financial protection, wealth accumulation, retirement, and legacy planning.
- Build and maintain long-term client relationships through professional advice and ongoing reviews.
- Develop new client relationships and expand your professional network.
- Participate in structured training, coaching, and regular development sessions to strengthen your advisory and business skills.
About you
- Minimum A-Level or Diploma qualification.
- Eligible to work in Singapore on a long-term basis.
- Self-motivated, driven, and open to continuous learning.
- Strong communication and interpersonal skills, with the confidence to engage different types of people.
- Willing to step outside your comfort zone and take ownership of your development.
- Interested in building a long-term career in financial advisory.
Prior financial advisory experience is not essential. We value the right attitude, willingness to learn, and commitment to professional growth.
Benefits
Structured mentorship: Learn directly from experienced, high-performing industry leaders.
Client development support: Access an established lead-generation approach and guidance on building your own client base.
Training and coaching: Develop your technical knowledge, advisory capabilities, and client engagement skills through regular training.
Performance-based rewards: Benefit from a remuneration structure comprising base allowance, commissions, and applicable bonuses, subject to the relevant terms and conditions.
Career progression: Work towards clearly defined professional and performance milestones.
Recognition and incentives: Opportunities to qualify for incentive trips and performance recognition programmes.
A collaborative environment: Work alongside a team that values accountability, knowledge-sharing, and continuous improvement.
About us
Valley is a growing financial advisory team committed to helping individuals and families make better financial decisions. We believe sustainable success comes from more than sales performance. It requires sound knowledge, professional discipline, genuine client relationships, and a willingness to keep improving. Our focus is to develop consultants into trusted financial advisors who deliver lasting value to their clients while building sustainable, long-term careers of their own.
