Wealth Architect & Client Growth Advisor

PLACEMENT PROFESSIONALS; Singapore; On-site; SGD 40,000 - 60,000; Full time

Benefits offered by this job

Monthly allowance

Overseas trips

Mentorship program

Development modules

Lead generation platform

Job summary

PLACEMENT PROFESSIONALS in Singapore is seeking aspiring financial planners to craft customized wealth blueprints for clients and guide them through retirement planning, educational funding, and investment strategies.

No prior work experience is required. The program includes CMFAS certifications, mentorship, development modules, and a structured path with monthly allowances and overseas incentives.

Qualifications

• At least 21 years of age.
• No work experience required.
• Must meet MAS-FAA regulations.
• Good interpersonal skills.

Responsibilities

• Formulate customized wealth blueprints tailored to clients’ financial goals and asset protection needs.
• Assist clients with strategic financial mapping across retirement, education funding, and investments.
• Offer targeted advice on capital growth aligned with long-term objectives.
• Build long-term, trusted client relationships.
• Stay informed on market dynamics, asset instruments, and macroeconomic trends.

Skills

Interpersonal skills

Communication

Sales & Marketing

Client relationships

Motivation

Education

GCE A Level certificate

IB Diploma

Polytechnic diploma

Tools

CMFAS

Job description

PLACEMENT PROFESSIONALS in Singapore is seeking aspiring financial planners to craft customized wealth blueprints for clients and guide them through retirement planning, educational funding, and investment strategies.

No prior work experience is required. The program includes CMFAS certifications, mentorship, development modules, and a structured path with monthly allowances and overseas incentives.