Financial Planner

PLACEMENT PROFESSIONALS; Singapore; On-site; SGD 45,000 - 67,000; Full time

Benefits offered by this job

Adaptable schedule

Fixed core compensation

Performance bonuses

Overseas retreats

Guidance modules

Team collaboration

Job summary

PLACEMENT PROFESSIONALS in Singapore is seeking ambitious wealth advisory professionals to tailor bespoke strategies for individual priorities. You will guide clients through portfolio design across investments, education funds, and retirement timelines while building enduring, high-trust relationships.

We offer adaptable schedules, fixed core compensation, performance bonuses, overseas team retreats, and structured educational modules from entry-level to management.

Qualifications

• Singaporean or PR status
• Age 21 or older
• GCE 'A' Level with full certificate
• Diploma from a recognized Singapore polytechnic or equivalent diploma (with more than 2 years course duration)
• Willing to obtain CMFAS certifications: RES5, M9, M9A, HI (training provided)

Responsibilities

• Formulate bespoke wealth advisory strategies centered around individual priorities and asset defense
• Guide account holders through portfolio design across investment vehicles, education funds, and retirement timelines
• Provide clients with recommendations on wealth accumulation aligned with goals
• Cultivate enduring, high-trust relationships with our client network
• Stay up to date with market developments and investment products affecting the market

Education

GCE A Level (Full Certificate)

Diploma from a recognized Singapore polytechnic or equivalent

Tools

CMFAS RES5

CMFAS M9

CMFAS M9A

CMFAS HI

Job description

Benefits

• Adaptable schedule tailored to your own timeline
• Fixed core compensation
• Limitless performance bonuses
• All-expenses-covered overseas team retreats
• End-to-end guidance and educational modules spanning from entry-level up to management paths
• Collaborative ecosystem that values collective progress and teamwork

Key Responsibilities

• Formulate bespoke wealth advisory strategies centered around individual consumer priorities and asset defense
• Guide account holders through comprehensive portfolio design across investment vehicles, education funds, and retirement timelines
• Provide clients with recommendations on wealth accumulation in accordance to their goals
• Cultivate enduring, high-trust alliances with our client network
• 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

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 are eager to accelerate your career alongside our highly focused unit, join our expansion initiative!

It promises to be a deeply rewarding journey for you!

By applying, you consent that the contents of your CV and job-seeking preferences will be processed for the purpose of job matching.