Growth-Oriented Wealth Planner | Flexible Hours & Mentoring

PLACEMENT PROFESSIONALS; Singapore; Hybrid; SGD 56,000 - 89,000; Full time

Benefits offered by this job

Structured training and mentoring

Flexible work arrangements

Clear pathways to certifications

Bonuses and incentives

Job summary

PLACEMENT PROFESSIONALS is seeking Financial Planners to advise clients on protection, investment, retirement and legacy planning. The role provides structured training and mentoring, with focus on client engagement and portfolio reviews.

You will build lasting client relationships, generate new business through referrals, and collaborate with marketing and events teams to deliver meaningful client experiences.

Qualifications

• Diploma or Degree in any discipline from a recognised institution.
• Experience in financial advisory is an advantage but not required.
• Must meet regulatory requirements including CMFAS examinations. Training provided.
• Strong communication and interpersonal skills.
• Self-motivated and comfortable working independently and as part of a team.

Responsibilities

• Engage with clients to understand financial objectives, risk profiles, and life priorities.
• Develop customised financial strategies covering protection, investment, retirement, and legacy planning.
• Recommend suitable solutions and conduct regular portfolio reviews.

Skills

Strong communication

Interpersonal skills

Self-motivated

Team player

Independent worker

Education

Diploma or Degree in any discipline

Job description

PLACEMENT PROFESSIONALS is seeking Financial Planners to advise clients on protection, investment, retirement and legacy planning. The role provides structured training and mentoring, with focus on client engagement and portfolio reviews.

You will build lasting client relationships, generate new business through referrals, and collaborate with marketing and events teams to deliver meaningful client experiences.