Financial Planner: Mentored Growth, Hybrid Work

SIMPLY WEALTH PTE. LTD.; Singapore; Hybrid; SGD 45,000 - 75,000; Full time

Benefits offered by this job

Establishment Allowance (up to 24月)

Overseas incentive trips

Hybrid work arrangements

Medical and dental coverage

Job summary

Simply Wealth Pte. Ltd. is looking for a Financial Planner to help individuals and families grow, protect and plan their wealth for every stage of life.

You’ll meet clients, analyse portfolios and recommend wealth strategies across funds, insurance and retirement plans, with mentorship and structured training to build your career from day one.

Fresh graduates, career switchers and sales professionals are welcome; MAS licensing support is provided to guide you through the process.

Qualifications

• Minimum diploma in any discipline (degree preferred).
• Strong communication and interpersonal skills.
• Self-motivated, goal-oriented and eager to learn.
• Willingness to obtain MAS licensing (we guide you through it).

Responsibilities

• Meet clients and understand their goals, cash flow and concerns.
• Analyse their financial portfolios holistically and identify gaps.
• Advise on wealth accumulation, retirement planning and cash flow strategies.
• Recommend suitable solutions across unit trusts, ETFs, structured notes, insurance and retirement plans.
• Build long‑term relationships and support clients as their lives change.
• Learn and grow through mentorship, structured training and regular team coaching.

Skills

Strong communication

Interpersonal skills

Education

Diploma or higher

Job description

Simply Wealth Pte. Ltd. is looking for a Financial Planner to help individuals and families grow, protect and plan their wealth for every stage of life.

You’ll meet clients, analyse portfolios and recommend wealth strategies across funds, insurance and retirement plans, with mentorship and structured training to build your career from day one.

Fresh graduates, career switchers and sales professionals are welcome; MAS licensing support is provided to guide you through the process.