Intellect

Enterprise mental-health platform for employers

Finance Coach

Wealth Management & Financial AdvisoryConfirmed live in the last 24 hours

Full-timeRemote in SingaporeNo salary listedRemote

About the Job

Requirements

At least 3 years of working experience as a Financial Advisor, Finance Coach, or relevant experience.
A bachelor's or master's degree in Finance or a related field.
An internationally accredited certification or a certification prescribed within the applicable country or territory.
Ability to analyze financial market data and provide appropriate data-based advice.
Strong communication, negotiation, and presentation skills.
Accuracy, attention to detail, and the ability to explain complex information clearly and simply.
Excellent computer knowledge and ability to operate database systems.

Responsibilities

Provide strategic advice on financial products and services, including debt management, cash management, insurance coverage, and investments.
Assess clients' overall financial situations, understand their needs, and develop financial plans.
Guide clients toward profitable and secure financial decisions.
Cultivate a client base and build mutually beneficial relationships.
Network, generate leads, and pursue sales opportunities for mutual funds, stocks, bonds, and other products to meet sales quotas.
Keep abreast of industry trends and research the market to support financial consulting.
Oversee financial plans and update them as necessary to ensure profitability.
Comply with industry rules and regulations.
Liaise with providers, solicitors, valuers, and other professionals.

Finance Coach (Singapore)

Intellect · Singapore (Remote) · — · Posted 2026-10-05

Workplace: remote

Department: Providers

Description

Join our growing team in Intellect as a Financial Advisor where your role is to provide expert guidance on investment opportunities, tax strategies, retirement planning, and other financial matters to our clients based on their needs and goals. These consultations are conducted primarily through scheduled 30-minute video sessions on our platform.

We're seeking to partner with experienced financial coaches and advisors to be a part of a community that is working to bring a holistic approach to our clients’ financial wellbeing.

This is a freelance remote role with the flexibility to decide your business hours. Local candidates are preferred but others can still be considered. This role is a great opportunity to supplement your current job or other ventures.

Responsibilities

Provide strategic advice across a variety of financial products and services (debt management, cash management, insurance coverage, investments)
Assess client’s overall financial picture, understand their needs and develop a solid financial plan
Guide clients towards a profitable and secure financial decision
Cultivate client base and build win-win relationships
Network, generate leads and grab opportunities to sell mutual funds, stocks, bonds etc to meet sales quotas
Keep abreast of new industry’s trends and research market to back up financial consulting
Oversee the course of the financial plan and update it, if necessary, to ensure profits
Comply with all industry rules and regulations
Liaise with providers, solicitors, valuers and other professionals

Requirements

Qualifications:

At least 3 years of working experience as a Financial Advisor, Finance Coach, or relevant experience
Bachelor’s or Master’s degree in Finance or any related field
Relevant certifications either internationally accredited or prescribed within country of territory
Internationally accredited certification / prescribed within country
Ability to analyse market’s financial data and to provide appropriate data-based advice
Strong communication, negotiation and presentation skills
Accuracy, attention to detail and the ability to explain complex information clearly and simply
Excellent PC knowledge and ability to operate database systems

Apply

Apply at Intellect

About the Company

Intellect

Enterprise mental-health platform for employers

Intellect provides an enterprise mental-health and workforce-wellbeing platform for employers. It offers self-care tools, coaching, counselling, clinical support, and wellbeing analytics for global workforces, delivered through organisations rather than as a consumer app. The product scales across multi-language delivery for large employee populations and provides data-driven insights for HR and management. Its goal is to expand access to workplace mental-health care worldwide, focusing on B2B deployment and strategic partnerships to support employees across Asia and beyond.

Company size: 501-1,000
Company stage: Series A
Total funding: $22.3M
Headquarters: Singapore, Singapore
Founded: 2019

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