Financial Planner

HANSING RECRUITMENT PTE. LTD.; Singapore; On-site; SGD 60,000 - 80,000; Full time

Job summary

A recruitment agency in Singapore seeks a proactive Financial Planner to help clients manage their finances through tailored advice on investments, insurance, and retirement. Ideal candidates should possess strong financial planning skills, excellent communication abilities, and a commitment to client ethics. Competitive salary with attractive commissions and structured training offered.

Benefits

Competitive base salary + attractive commission structure

Structured training and development programs

Clear career progression path

Supportive and collaborative team culture

Access to a broad range of financial products and solutions

Qualifications

• Licensed under MAS (e.g., CMFAS Modules 5, 9, 9A, and HI) preferred.
• Minimum 1–2 years’ experience in financial services or insurance is an advantage.
• Fresh graduates with a strong interest in finance and people-oriented careers are welcome to apply.

Responsibilities

• Conduct detailed financial needs analysis for clients.
• Develop customized financial plans aligned with client goals.
• Recommend investment, insurance, and savings solutions.
• Monitor financial plans and provide ongoing advice and adjustments.
• Build and maintain long-term client relationships.

Skills

Financial Planning Expertise

Communication Skills

Analytical Thinking

Sales Acumen

Ethics & Integrity

Education

Diploma or Degree in Finance, Accounting, Economics, or related field

Job description

About the Role

We are seeking a proactive and client-focused Financial Planner to join our growing team. In this role, you will help individuals and businesses manage their finances by providing tailored advice on investments, insurance, retirement planning, and wealth-building strategies.

Key Responsibilities

• Conduct detailed financial needs analysis for clients
• Develop customized financial plans aligned with client goals
• Recommend investment, insurance, and savings solutions
• Monitor financial plans and provide ongoing advice and adjustments
• Stay updated with financial regulations, tax laws, and market trends
• Build and maintain long-term client relationships
• Ensure full compliance with regulatory requirements

Required Skills & Competencies

• Financial Planning Expertise – Strong understanding of investment products, insurance, and estate planning
• Communication Skills – Clear, persuasive, and empathetic when explaining complex financial concepts
• Analytical Thinking – Able to interpret financial data and market trends to guide decision-making
• Sales Acumen – Strong ability to identify client needs and offer value-driven solutions
• Ethics & Integrity – Commitment to acting in the client’s best interest at all times

Qualifications

• Diploma or Degree in Finance, Accounting, Economics, or related field
• Licensed under MAS (e.g., CMFAS Modules 5, 9, 9A, and HI) preferred
• Minimum 1–2 years’ experience in financial services or insurance is an advantage
• Fresh graduates with a strong interest in finance and people-oriented careers are welcome to apply

What We Offer

• Competitive base salary + attractive commission structure
• Structured training and development programs
• Clear career progression path
• Supportive and collaborative team culture
• Access to a broad range of financial products and solutions