Financial Adviser

Who are we looking for?

  • At least 21 years old and above (based on MAS requirements).
  • Singapore Citizens / PR applicants only.
  • A Diploma/Degree, preferably in Business, Banking & Finance, or Engineering
  • Passionate in Investment/Financial Planning.
  • Fresh graduates & candidates with less than 2 years of relevant financial advisory experience are welcome.
  • Candidates with more than 2 years of relevant financial advisory experience and proven track records may be considered for more senior positions.
  • Self-starter, hungry for growth who’s willing to learn and unlearn.

How To Apply?
Submit your application below!


Disclaimer
The above job description does not cover the comprehensive list of activities, duties, or responsibilities that are required of a Financial Adviser. Duties, responsibilities, and activities may change or new ones may be assigned at any time according to the needs of the firm or the supervisor.

Synergy opens doors to new opportunities.


Build your career with us at Synergy as a Financial Adviser today!


About Synergy
Synergy is a financial advisory firm known to be proactive, progressive, and reliable. We strive to be the new standard in financial guidance, creating significant value for our clients. Challenge the status quo with us. We care for the people who care for you. Our pursuit of technological updates, training roadmaps, support platforms, and initiatives are thoughtfully designed to develop our people’s competency. It empowers and motivates them to grow and develop, thereby customizing unique solutions towards financial success for you, exceeding expectations every time.


At Synergy, we grow collectively as one. Unity and trust provide greater growth and excellence. The strong internal bond between management, advisers, and support staff in Synergy testifies to that. We “never have a dull moment”. Be inspired by our passion, experience the Synergy way.


What is it like being a Financial Adviser?
As a Financial Adviser, you will provide comprehensive, one-stop financial advisory services to customers through the active promotion and cross-selling of our full range of wealth management products that include insurance, loans, unit trusts, and other investment products. With an emphasis on consultative selling to meet customers' needs, you will also proactively build and manage long-term customer relationship and provide good after-sales service to them.


To help you succeed in your role, you will join our structured training program during the first 3 months of your career with us. Thereafter, you will have training days every year to help you further develop your professional career and keep your skills sharp and up-to-date with the latest developments in the industry.


As a successful Financial Adviser, you will have the option to fast forward your career by either pursuing our Management Route, on the path of becoming a Branch Manager one day; or the Specialist Route, growing into a Relationship Manager / Associate Director working with premier private clients. Plus, as a top performer, you will be invited to incentive trips, visiting great locations across the world from Paris, Iceland to New Zealand, and many more.

Other open position

We’re still looking for talented people to join our team