Financial Planner

SYNC MORTGAGE PTE. LTD.; Singapore; On-site; SGD 60,000 - 120,000; Full time

Benefits offered by this job

Flexible working hours

Basic Pay

Uncapped commissions

Overseas paid incentive trips

Mentorship & training programs

Supportive culture

Job summary

Sync Mortgage and Prestige Raffles seeks a financial advisor to tailor wealth solutions for clients, focusing on retirement, education and investments. You will build lasting client relationships, stay current with market trends, and offer personalized wealth-building recommendations.

The role includes both basic pay and uncapped commissions within a supportive, mentorship-driven culture and opportunities for overseas incentives as the team grows.

Qualifications

• Must be Singaporean/PR and aged 21 or older.
• GCE A Level certificate and polytechnic diploma required.
• Willing to obtain CMFAS qualifications RES5, M9, M9A, HI (training provided).

Responsibilities

• Develop individualized financial advice based on clients' financial and protection needs.
• Help clients with financial planning in retirement, education and investments.
• Provide clients with recommendations on wealth accumulation aligned to goals.
• Build long-term, trusted relationships with clients.
• Keep up to date with market developments and investment products.

Skills

Singaporean/PR

Age 21+

Willing CMFAS

CMFAS RES5

CMFAS M9

CMFAS M9A

CMFAS HI

Education

GCE A-Level

Diploma (Polytechnic)

Job description

Benefits

• Flexible working hours

• Basic Pay

• Uncapped commissions

• Overseas paid incentive trips with the team

• Comprehensive mentorship and training programmes from entry to leadership level

• Supportive culture that fosters growth and collaboration

Key responsibilities

• Develop individualized financial advice based on clients' financial and protection needs

• Help clients with financial planning in aspects such as retirement, education and investments

• Provide clients with recommendations on wealth accumulation in accordance to their goals

• Build long-term and trusted relationships with clients

• Keep up to date with market development, investment products and other areas that can affect the market

About you

• Singaporean/PR

• At least 21 years and above

• GCE 'A' Level (Full Certificate)

• Diploma from a recognized Singapore polytechnic or equivalent diploma with more than 2 years course duration completion

• Willing to obtain CMFAS certifications: RES5, M9, M9A, HI (Training provided)

About us

Sync Mortgage and Prestige Raffles is an agency branch representing Manulife Financial Advisers Pte Ltd. We offer both basic and freelance structures to accommodate different needs. Our basic package is designed for entry-level positions or initial 2-year engagements, providing a solid foundation for growth.

Our team is the number 1 wealth management team and one of the top high net worth sales teams in the building, measured by actual sales and AUM.

If you want to grow with our dedicated team, come grow with us!! It will be a rewarding experience for you!