Careers at Affinity · Singapore

Build yourbreakthrough.Together.

Your ambition should never have to grow alone. Affinity surrounds it with culture, coaching, visibility, opportunities, technology and leadership, so your effort can travel further.

Explore what is built around you

Private. No pressure. Useful even if we are not the right fit.

01Five-system growth platform02Specialist and speaker pathways03Leadership and backend support
Chapter 02/11
Why now · Advisors should not grow alone

The industry has changed. Four principles explain why the platform around an advisor now matters more than ever.

01
Belonging

Advisors should not have to grow alone.

The advisory industry now requires more than product knowledge and personal motivation. Advisors need culture, training, branding, lead generation, technology and leadership support. Affinity was built to create that environment around advisors.

What this unlocksSupported growth

An environment designed to help you progress with people, structure and shared momentum around you.

CultureTrainingLeadership

Your ambition deserves an environment built to move with it.

Chapter 03/11
Proof · 2025 breakthrough & leadership

Not a vision without evidence: the numbers, the recognition and the leader behind them.

From vision to proof

2025: the year Affinity broke through.

This is not a vision without proof. Affinity has already started producing results — through production, systems, people development and stronger advisory platforms.

01$5.2M+

Team gross revenue milestone in 2025

02Top

Group recognition and stronger branch momentum

034

Specialist pathways: Investment, Estate, EB-GI, HNW

045

Integrated growth systems built around every advisor

Ng Jian Da receiving the Management Award ($5Mil+ Group GR) for AG-Affinity at Infinity Awards Night 2026
INFINITY AWARDS NIGHT 2026 · MANAGEMENT AWARD · $5MIL+ GROUP GR

Led by Ng Jian Da

Producer. Specialist.
Leader. Builder.

Jian Da brings four perspectives to the platform: what it takes to produce at the top, to specialise deeply, to develop people and to build the systems behind a stronger branch.

01Producer

Top of the Table. Top producer recognition and an Employee Benefits & General Insurance specialist.

02Leader

Led Affinity beyond the $5M+ team gross revenue milestone while building managers and advisors.

03Specialist

Protection, retirement, investment, estate, corporate and high-net-worth conversations.

04Builder

Marketing, partnerships, finance & admin, seminars, branding and AI-enabled systems.

"If I can give, give. If I can help, help. If I can do, do."
Meet the leadership & team

Figures and recognition are presented from Affinity's 2025 recruitment deck. Past outcomes are not a guarantee of individual results.

Chapter 04/11
Open house · MDRT in 30 days · 30 Sep

Jian Da guest-speaks at Infinity Financial Advisory's Recruitment Open House. One evening on the mindset and strategies behind MDRT in 30 focused days.

MDRT in 30 Days — Infinity Financial Advisory Recruitment Open House poster featuring Ng Jian Da and Lena Soon

Hosted by Infinity Financial Advisory · A member of Ascend Asia

Guest speaker · Infinity Financial Advisory Recruitment Open House

MDRT in 30 days.Achieving what seems impossible.

Doors open in
07Days
:
23Hrs
:
41Min
:
51Sec
“MDRT takes a year.”“I'm too new.”“I don't have enough clients.”“I need more experience first.”

But what if the timeline we believe in is actually the limitation? What if 30 focused days could change what you thought was possible? Join an evening with accomplished practitioners as they share the mindset, turning points and strategies that shaped their journey towards extraordinary results.

No theories. Real journeys. Real experiences. Real breakthroughs.

Affinity Group Director · Guest speakerNg Jian DaSenior Group Financial Services Director5 MDRT · 4 COT · 1 TOT · Top EB & GI Advisor 2021–2025Meet Jian Da
SpeakerLena SoonSenior Group Financial Services Director14 MDRT · 4 COT · 3 TOT
Date
Wednesday, 30 September 2026
Time
6:15pm – 9:15pm
Venue
Ascend Asia Wealth Centre12 Marina View, #06-02Asia Square Tower 2Singapore 018961Open in Maps
Programme
Refreshments 6:15pm – 7:00pm · Sharing starts 7:00pm

Sometimes, achieving what seems impossible starts with challenging what we believe is possible. Come with an open mind. You might just walk away seeing your next 30 days very differently.

Free to attend · Seats are limited · Our team confirms your seat within one working day.
Chapter 05/11
Five systems · Systems 01–05, training & growth

Heart, Pulse, Surge, Ignite and Nexus: the five systems every Affinity advisor is surrounded by. Explore how each works day to day, the events and stage time built around you, what changes versus going it alone, and the path from advisor to leader.

The Affinity growth architecture · Start with the map

Five systems, one platform.

Built around you, not bolted on. Tap a system on the map for the one-line promise behind it, then dive into how it actually works day to day in the deep-dive panels that follow.

Live system map
01/ 05

The Heart system · Culture

Heart.

Grow in a culture that supports people, not just production.

A values-led environment built around honest conversations, respect, adaptability and shared success.

People before performanceEmbracing changeHonest conversationsLeading with respectShared success

System 01 · Affinity Heart

Grow in a culture that supports people, not just production.

A values-led environment built around honest conversations, respect, adaptability and shared success.

Affinity Group celebrating together at Awards Night 2026
Affinity team bonding at a laser tag team event
Currently exploringPeople before performance

Growth starts by seeing the person behind the number.

“A strong team is not built by numbers alone. It is built by the values people practise every day.”

System 02 · Affinity Pulse

Know your numbers and improve earlier.

Performance becomes clearer through review rhythms connecting production, recruitment, campaigns and coaching.

Live performance rhythm● ACTIVE
Affinity mentor coaching an advisor on performance
Focus signalProduction progress and pipeline movement
“What gets measured gets improved. What gets reviewed gets developed.”

System 03 · Affinity Surge

Become more visible, trusted and referable.

Build a professional identity around a clear niche, useful content and the value you want clients to remember.

Build your professional signal

Signal strengthDistinct positioning
“If clients cannot see your value, they may never know why they should speak to you.”

System 04 · Affinity Ignite

Gain seminar exposure and lead opportunities.

Education-led events create meaningful conversations while helping advisors grow into confident niche speakers.

Affinity CPF and retirement seminar
Affinity estate planning and LPA seminar
Affinity EB-GI and SME business-owner event
Affinity Ignite lifestyle event
Live opportunityCPF & Retirement Seminars

Turn complex retirement questions into clear, useful client conversations.

01/ 04
“Affinity does not only run events. We turn events into advisor development platforms.”

Every event is a development platform

Learn, support, co-speak, then lead as a niche speaker.

These are the formats we build so that path is real, not theoretical.

  1. 01CPF and healthcare seminars to open retirement and protection conversations
  2. 02Healthcare / oncology-related education to build awareness and trust
  3. 03Employee Benefits and SME events for business owner engagement
  4. 04Public education events that create credibility and meaningful follow-up
  5. 05Large-scale external opportunities to expand reach and visibility

System 05 · Affinity Nexus

Use AI tools to practise, prepare and work smarter.

Purpose-built custom GPTs help advisors improve preparation, follow-up, comparisons and client-facing planning outputs.

NEXUSAI-enabled advisor
AFFINITY.NEXUSREADY
Advisor practising a sales conversationAdvisor following up with clients after a seminarEmployee benefit documents laid out for comparisonFinancial report charts on screenAdvisor writing notes to prepare responses
Selected workflow · 01IUL Sales Clinic Coach

Practise clearer sales conversations and sharpen preparation before the client meeting.

PREPAREPRACTISEIMPROVE
“The future advisor is not only hardworking. The future advisor is AI-enabled, better prepared and more consistent.”

Platform difference

From individual effort to branch platform.

Drag the control to compare what advisors normally shoulder alone with what Affinity builds around you.

Traditional advisor modelAffinity platform model
01

Advisor handles everything alone

02

Random content creation

03

Ad-hoc prospecting

04

Manual follow-up

05

Product-focused training only

06

No clear backend structure

Drag to reveal the difference

Training that goes beyond product knowledge

Building advisors, not just product sellers.

Affinity training is not only about what to sell. It is about who the advisor becomes.

Whole-advisorDEVELOPMENT
01

Current development focus

Foundation

Advisory basics, fact-finding, client discovery and planning concepts.

Capability stack01 / 06

Speaker development pathway

We do not just train advisors. We develop voices.

When advisors learn to speak better, they learn to think better, advise better and lead better.

Stage 01

Attend & Learn

Observe strong speakers and understand how an educational session is built.

Affinity speaker addressing an audience
Affinity advisors sharing ideas internally
Affinity advisor presenting a structured topic
Affinity team supporting a seminar
Affinity co-speakers presenting to a seminar audience
Affinity speaker developing a specialist voice

Your growth journey in Affinity

From new advisor to specialist, speaker or leader.

Affinity is not only a place to produce. It is a place to grow into the next version of yourself.

Stage 01 · Your current horizon

Foundation

Build advisory basics and client confidence.

Advisory basicsClient confidenceStrong habits

Your path can evolve. The platform grows with you.

Chapter 06/11
Inside Affinity · Operations team & pillars

The full-time operations team that takes marketing, seminars, partnerships and admin off your plate, and the four specialist pillars you can grow into.

The team behind the team

Most advisors build alone.
Affinity builds around you.

Three full-time operations professionals run the marketing, seminars, partnerships, finance and administration of the branch, so your time goes into clients and conversations, not logistics. Select a person to see exactly what they take off your plate.

How Fiona supports advisors

Fiona Peh

Business Development & Strategic Partnerships · Group Director's PA

Fiona is the connective tissue of Affinity's growth engine. As the Group Director's Personal Assistant, she orchestrates the branch's Employee Benefits and General Insurance outreach, coordinates every seminar and event from first invitation to final follow-up, and builds the partnerships and sponsorships that put our advisors in front of the right rooms. Her disciplined follow-up turns conversations into opportunity channels, and on event day she runs on-site operations with the calm precision that lets advisors focus entirely on their clients.

  • 01
    Seminar & event invitationsRegistering for an upcoming Affinity seminar, confirming attendance or arranging a corporate group booking.
  • 02
    Employee Benefits & GI enquiriesFirst point of contact for companies exploring group insurance, employee benefits or general insurance — she connects you with the right advisor.
  • 03
    Partnerships & sponsorshipsProposing a collaboration, venue partnership or sponsorship that puts Affinity's advisors in front of the right audience.
  • 04
    Post-event follow-upFollowing up after a seminar or event you attended, and making sure the right advisor reaches out to you.
Full profile
01Marketing & Branding

Content direction, profiles, campaigns and positioning support.

02Business Development

Partnerships, public education and corporate opportunities.

03Finance & Administration

Backend coordination that keeps the platform moving.

04Leadership

Coaching, accountability and clearer performance direction.

Specialist pathways beyond product selling

Affinity's advisory pillars.

Advisors do not have to remain generalists. Affinity helps advisors discover their strength and build deeper credibility in one of four specialist pillars.

01

Investment

ILP, UT, portfolio reviews, retirement accumulation and wealth-building conversations.

02

Estate Planning

Wills, LPA, nominations, trust, legacy and family liquidity planning.

03

Employee Benefits & GI

Group benefits, SME relationships, corporate risk and recurring client touchpoints.

04

High Net Worth

IUL, advanced legacy planning, premium financing awareness and complex case design.

Chapter 07/11
Stories · Breakthroughs, built

Five advisors, five different kinds of progress. Real journeys from the platform, in their own numbers.

Breakthrough stories

Breakthroughs are built,
not accidental.

Success is not only measured by production. It is also measured by the person an advisor becomes through the journey. Five advisors, five different kinds of progress: experience amplified, coaching that changed a trajectory, a niche that became an identity, a specialist repositioning, and an introvert who turned social media into a breakthrough.

Adrian, Affinity advisor
01 / 05Adrian
Experience, amplified

The right platform can unlock experienced advisors too.

BEFORE$300K GR
AFTER$530K+ GR

With over 20 years of experience, Adrian was previously producing around $300K GR. After joining Affinity, he crossed $530K GR, showing what can happen when experience meets the right platform.

Stories and figures are presented from Affinity's 2025 recruitment deck. Past outcomes are not a guarantee of individual results.

Adrian · $300K → $530K+ GR
Travis · $150K → ~$270K GR
Nicholas · biggest single premium case
Jason · first EB & two Keyman cases
$5.2M+ team GR in 2025
Adrian · $300K → $530K+ GR
Travis · $150K → ~$270K GR
Nicholas · biggest single premium case
Jason · first EB & two Keyman cases
$5.2M+ team GR in 2025
Chapter 08/11
Culture · Life at Affinity

The people, moments and values that make the growth worth sharing.

Affinity Heart · Life at Affinity

Culture is not a line
on a careers page.

It is the people who make time, the moments outside the meeting room, and the feeling that progress is better when it is shared.

Affinity team celebrating together at Awards Night 2026
Belong before you performReal relationships make better teams.
An attendee taking notes at an Affinity seminar
Learn in the real worldEvents, conversations and shared experiences.

"A strong team is not built by numbers alone. It is built by the values people practise every day."

Our five values
01People Before Performance

We care about the person behind the production.

02Embracing Change

We adapt, learn and stay open to new ways of growing.

03Honest Conversations

We speak openly, respectfully and constructively.

04Leading with Respect

We build people through trust, not fear.

05Shared Success

We believe growth is stronger when people support one another.

Chapter 09/11
Fit check · Is Affinity for you?

A candid look at who thrives here, and who may not. Be honest with yourself.

Who thrives · a candid check

Affinity is not
for everyone.

Select every statement that genuinely sounds like you. The goal is not to "pass". It is to decide whether this is a platform worth exploring.

Your alignment signals0 / 6
Keep exploring honestly. Clarity matters more than a score.

A private conversation can help you test the assumptions behind your career decision without pressure.

You may not fit if you

  • 01Want shortcuts without effort
  • 02Prefer to work completely alone
  • 03Avoid accountability
  • 04Are unwilling to learn new methods
  • 05Only want support but do not contribute
  • 06Do not believe in culture or shared success

"Affinity is built for advisors who want to grow seriously, contribute meaningfully and build something bigger than themselves."

Chapter 10/11
FAQ · Questions worth asking

The questions candidates ask before a first conversation, answered plainly.

Before we meet

Questions worth asking.

A career conversation should give you useful clarity even if you decide not to move forward.

Do I need prior financial-services experience?

Not necessarily. Your background, readiness and suitability can be discussed during the first conversation. Any appointment remains subject to relevant regulatory and company requirements.

Can I speak with someone before applying?

Yes. That is the recommended first step. It gives both sides a chance to understand expectations and fit before discussing a formal application.

What happens during the first conversation?

We will talk about your background, what you want from your next chapter, what the advisory role involves, and the questions you need answered to make an informed decision.

What support sits behind an Affinity advisor?

Leadership coaching, performance reviews, marketing and branding, business-development partnerships, seminar coordination, finance and administration support, and AI-assisted workflows. Exact support depends on the advisor's stage and pathway.

Is training only about products and sales?

No. Development spans foundations, sales conversations, planning concepts, follow-up, branding and leadership. Advisors can also progress through a six-stage speaker pathway.

Are the production results guaranteed?

No. The figures are past team and advisor outcomes included to show real journeys, not to promise or predict individual results.

How is Affinity connected to Infinity Financial Advisory?

Affinity Group is a group representing Infinity Financial Advisory Pte Ltd. Specific appointment details and requirements will be explained clearly during recruitment.

Chapter 11/11
Conversation · Start a private chat

The next step is not an application. It is one useful, private conversation.

Request a private conversation

Start with a conversation, not an application.

Tell us a little about yourself and Jian Da's team will reach out within one working day for a relaxed, private chat.

Prefer to chat now?

Message us directly on WhatsApp.

WhatsApp +65 8077 4684
Visit the team

10 Eunos Rd 8, #08-02, #14-03, Singapore 408600

Get directions →