Wealth Planner

Roles & Responsibilities

To apply or find out more, please contact

Leong Jia Wei

(Reg No: R25157456)

jiawei@placement.com.sg

OR

Whatsapp +65 8086 3812

I also carry more Junior and Senior variants of this role; please browse our Company Page to find out more.

https://www.mycareersfuture.gov.sg/companies/placement-professionals-53226217D '

We bring together driven individuals across financial planning, marketing and event management. We are building an ecosystem where each part supports the others, and we are looking for people who want to grow with us.

We are hiring Financial Planners to advise clients across protection, investment, retirement and legacy planning, supported by structured training and mentoring.

What You Will Do

• Engage with prospective and existing clients to gain an understanding of their financial objectives, risk profile, and life priorities.

• Develop customised financial strategies covering protection, investment, retirement, and legacy planning.

• Recommend appropriate solutions and conduct regular portfolio reviews to ensure clients remain on track.

• Establish lasting client relationships through proactive servicing and consistent reviews.

• Generate new business through referrals, networking and prospecting.

• Collaborate with our marketing and events teams to deliver meaningful client experiences.

• Keep abreast of market developments, products, and regulatory requirements.

• Ensure all advice complies with MAS regulations and our professional standards.

What You Need

• Diploma or Degree in any discipline from a recognised institution.

• Experience in financial advisory, banking, insurance or sales is an advantage but not required.

• Must meet the regulatory requirements for appointment as a representative, including the relevant CMFAS examinations. Support and training are provided.

• Strong communication and interpersonal skills.

• Self-motivated and comfortable working both independently and as part of a team.

Remuneration

• Monthly earnings of S$5,000 to S$8,000, comprising allowance, commission and incentives. Actual earnings depend on individual performance.

• Quarterly and year-end bonuses.

• Recurring income with uncapped earning potential.

What We Offer

• Structured training, mentoring and ongoing professional development.
• Support from our marketing and events teams for client engagement.
• Clear pathways to industry certifications and leadership roles.
• Flexible work arrangements.
  

By applying, you consent that the contents of your CV and answers in the form will be processed for the purpose of job matching.

Tell employers what skills you have

Supporting Marketing Events
Health and Safety guidelines
Regulatory Compliance
Product Marketing
Securities Investment
Client Acquisition
Strategic Prospecting
Asset Protection
Referral Marketing
Prioritization
Risk Analysis
Market Development
Advise Clients
Maintaining Client Relationships
Retirement Planning
Wealth Planning Administration