Flexible Wealth Planner | High-Impact Advisory

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

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.