Wealth Advisory Specialist
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Full-time
Wealth Advisory Specialist
Join a well-established financial advisory firm with over 25 years of experience in Singapore, known for professionalism and a strong customer welfare first culture.
We welcome fresh graduates, graduating students, and mid-career switchers from all disciplines*. No prior experience is required — we provide a structured training and mentorship programme to support your growth from day one.
What You’ll Do
Provide needs-based financial planning and advisory services
Help clients plan across protection, savings, investments, and retirement
Build long-term, trusted client relationships
Continuously upgrade skills through training and professional development
What We’re Looking For
Strong people skills and a genuine desire to help others
Self-motivated, disciplined, and open to learning
Integrity-driven and professional mindset
What We Offer
Structured training & mentorship
Financial allowance packages
Professional examination guidance & subsidies
Clear career progression and long-term growth opportunities
If you’re looking for a meaningful career with flexibility, purpose, and professional support, Ray Alliance is where your journey begins.
*Applicants must be Singapore Citizens or Permanent Residents.
Requirements
Specify the essential skills, experience, and education necessary for the role.
Include both hard skills (e.g., specific software proficiency) and soft skills (e.g., communication abilities).
Submit your resume to show your interest.
Shortlisted candidates will attend a 1-to-1 interview to learn about the role and benefits.
Chosen candidates receive study materials and take professional exams.
Pass the exams and officially join Ray Alliance as a registered Wealth Advisory Specialist.
About the company
Ray Alliance Financial Advisers Pte Ltd empowers individuals and families to take control of their financial future with confidence. With over 25 years of trusted experience in Singapore, we deliver clear, personalised financial advice that grows with you through every life stage. As an independent advisory firm, we offer access to a wide range of insurance, investment, and wealth solutions—always focused on what’s right for you, not just one provider. At Ray Alliance, we turn financial planning into a meaningful partnership that helps you protect what matters, grow your wealth, and live life with greater peace of mind.