Financial Planning Executive

ELEVATE; Singapore; On-site; SGD 30,000 - 45,000; Full time

Benefits offered by this job

Structured Training

Mentorship & Guidance

Career Development

Job summary

ELEVATE is seeking a Financial Planning Executive to kick-start a career in finance. You will gain hands-on exposure to financial planning, wealth management, client relationships, and business development. Training and guidance are provided to help you build professional expertise.

Fresh graduates are welcome, and you will engage with clients, conduct needs analysis, and contribute to portfolio reviews. A supportive team environment will help you grow in a fast-paced financial services setting.

Qualifications

• Diploma or Degree holders welcomed; fresh graduates encouraged.
• Strong communication and interpersonal abilities essential.
• Comfortable engaging with clients and people from diverse backgrounds.
• Interest in finance and wealth management helpful.
• Self-motivated with a proactive approach to learning.

Responsibilities

• Engage with clients to understand financial needs, goals and priorities.
• Perform financial needs analysis and support planning discussions.
• Introduce suitable financial products and wealth management solutions.
• Build and maintain long-term client relationships.
• Assist with portfolio reviews, follow-ups and documentation.
• Develop new client relationships through networking and BD activities.
• Stay informed on financial products, market trends and industry developments.
• Participate in structured training, mentorship and development programs.
• Collaborate with experienced professionals to strengthen advisory skills.

Skills

Communication skills

Interpersonal skills

Client relations

Business development

Proactiveness

Education

Diploma or Degree

Job description

Financial Planning Executive

Fresh Graduates Welcome | Training Provided | Career Development Opportunities

Ready to kick-start your career in finance and build a future filled with opportunities?

We are looking for ambitious and motivated individuals to join our growing team as a Financial Planning Executive!

This role offers an opportunity to gain hands-on exposure to the financial services industry while developing valuable skills in financial planning, wealth management, client relationship management, and business development.

Whether you're a fresh graduate or looking to explore a new career path, you'll receive structured training and guidance to help you build your professional expertise.

What You'll Do

• Engage with clients to understand their financial needs, priorities, and long-term goals
• Conduct financial needs analysis and support personalised financial planning discussions
• Introduce suitable financial products and wealth management solutions
• Build and maintain strong, long-term client relationships
• Assist with financial portfolio reviews, follow-ups, and documentation
• Develop new client relationships through networking and business development activities
• Stay informed about financial products, market developments, and industry trends
• Participate in structured training, mentorship, and professional development programmes
• Work closely with experienced professionals to strengthen financial planning and advisory skills

Who Should Apply?

• Diploma or Degree holders; fresh graduates are welcome
• Strong communication and interpersonal skills
• Confident and comfortable engaging with people
• Interested in the finance industry
• Self-motivated, proactive, and eager to learn
• Goal-oriented with a positive attitude
• Good analytical and problem-solving skills
• Enjoys building relationships and working with clients
• Able to work independently and as part of a team
• No prior financial services experience required — training will be provided

Why Join Us?

• Structured Training – Build a strong foundation in financial planning and wealth management
• Mentorship & Guidance – Learn from experienced industry professionals
• Career Development – Opportunities to grow professionally and take on greater responsibilities
• Industry Exposure – Gain practical experience in financial planning, client management, and wealth solutions
• Professional Growth – Strengthen your communication, analytical, and relationship management skills
• Supportive Environment – Be part of a collaborative and growth-oriented team