Financial Planner (Training Provided | Mentoring | Flexible Schedule)

TRILLIANT COLLECTIVE PTE. LTD.; Singapore; Hybrid; SGD 40,000 - 70,000; Full time

Benefits offered by this job

Competitive package

Overseas incentive trips

Flexible work arrangements

Clear progression into senior advisory

Job summary

Trilliant Collective Pte. Ltd. is seeking a Financial Planner to engage clients, understand goals, and design personalised plans across protection, investments, retirement, and legacy planning.

You will review portfolios regularly and build lasting client relationships through proactive servicing and referrals. Experience in financial advisory, banking, or sales is helpful but not required. The role offers flexible work arrangements and pathways to senior advisory roles within a growing

Qualifications

• Diploma or Degree in any discipline from a recognised institution.
• Prior experience in financial advisory, banking, insurance, or sales is an advantage but not required.
• Career switchers, fresh graduates, and mid-career individuals are welcome to apply.
• Strong communication and interpersonal skills.
• Self-motivated, entrepreneurial, and excited by ecosystem-building.
• Comfortable working both independently and collaboratively.

Responsibilities

• Engage prospective and existing clients to understand their financial goals, risk profile, and life priorities.
• Design personalised financial plans across protection, investments, retirement, and legacy planning.
• Recommend suitable solutions and review portfolios regularly to keep clients on track.
• Build long-term client relationships through proactive servicing and regular reviews.
• Generate new business through referrals, networking, and prospecting.
• Collaborate with our marketing and event management partners to create meaningful client experiences.
• Stay current on market developments, products, and regulatory requirements.
• Ensure all advice complies with MAS regulations and our professional standards.

Skills

Communication skills

Interpersonal skills

Entrepreneurial mindset

Self-motivated

Teamwork

Education

Diploma or Degree in any discipline

Job description

About Trilliant Collective

Trilliant Collective is where everyone and everything comes together — that is the spirit behind our name. We are building an ecosystem that brings together driven, like-minded individuals across financial planning, marketing, and event management to create something greater than the sum of its parts.

We are now sourcing for passionate people who want to grow with us and help shape this ecosystem. If you are entrepreneurial, people-oriented, and excited by the idea of building something meaningful from the ground up, we would love to connect.

Who We Are Looking For

We are currently focused on bringing in Financial Planners as our primary hire, and we welcome conversations with talented individuals in marketing and event management who share the same vision.

Roles & Responsibilities (Financial Planner)

• Engage prospective and existing clients to understand their financial goals, risk profile, and life priorities.
• Design personalised financial plans across protection, investments, retirement, and legacy planning.
• Recommend suitable solutions and review portfolios regularly to keep clients on track.
• Build long-term client relationships through proactive servicing and regular reviews.
• Generate new business through referrals, networking, and prospecting.
• Collaborate with our marketing and event management partners to create meaningful client experiences.
• Stay current on market developments, products, and regulatory requirements.
• Ensure all advice complies with MAS regulations and our professional standards.

What You Will Gain

• A seat at the table in shaping a growing ecosystem.
• Structured training, mentoring, and ongoing professional development.
• Collaboration with marketing and events teams to support your client engagement.
• Pathways toward industry certifications and leadership opportunities.

Requirements

• Diploma or Degree in any discipline from a recognised institution.
• Prior experience in financial advisory, banking, insurance, or sales is an advantage but not required.
• Career switchers, fresh graduates, and mid-career individuals are welcome to apply.
• Strong communication and interpersonal skills.
• Self-motivated, entrepreneurial, and excited by ecosystem-building.
• Comfortable working both independently and collaboratively.

Benefits

• Competitive package: allowance, incentives, quarterly bonus, and year-end bonus.
• Recurring income with uncapped earnings potential.
• Overseas incentive trips and recognition awards.
• Flexible work arrangements.
• Clear progression into senior advisory and leadership roles.

Employment Type

Permanent / Full Time preferred. Contract and Part Time arrangements may be discussed for the right candidate.

Trilliant Collective Pte. Ltd. — Where everyone and everything comes together.