Wealth Executive Representative (Good benefits & salary)

Private Advertiser; Singapore; On-site; SGD 45,000 - 112,000; Full time

Benefits offered by this job

Flexible hours

Basic pay

Uncapped commissions

Overseas incentive trips

Mentorship & training

Supportive culture

Job summary

Sync Mortgage and Prestige Raffles is seeking a dedicated financial adviser to develop personalized financial plans and advise clients on retirement, education, and investments. You will build lasting client relationships and stay informed about market trends while contributing to a supportive team culture.

Ideal candidates are Singaporean/PR, aged 21+, with a GCE A Level and a polytechnic diploma (2+ years). Willingness to obtain CMFAS certifications is required, with training provided.

Qualifications

• Singaporean/PR status or permanent residency
• Minimum age 21 years
• GCE A Level with full certificate
• Diploma from a recognized Singapore polytechnic or equivalent (2+ years duration)
• Willing to obtain CMFAS certs: RES5, M9, M9A, HI (training provided)

Responsibilities

• Develop individualized financial advice based on clients' needs
• Assist clients with retirement, education and investments planning
• Provide recommendations on wealth accumulation aligned with client goals
• Build long-term trusted relationships with clients
• Stay updated on market developments and investment products

Skills

Singaporean/PR

21+ years

A Level

Diploma

CMFAS readiness

Education

GCE A Level

Polytechnic Diploma

Job description

Benefits

• Flexible working hours

• Basic Pay

• Uncapped commissions

• Overseas paid incentive trips with the team

• Comprehensive mentorship and training programmes from entry to leadership level

• Supportive culture that fosters growth and collaboration

Key responsibilities

• Develop individualized financial advice based on clients' financial and protection needs

• Help clients with financial planning in aspects such as retirement, education and investments

• Provide clients with recommendations on wealth accumulation in accordance to their goals

• Build long-term and trusted relationships with clients

• Keep up to date with market development, investment products and other areas that can affect the market

About you

• Singaporean/PR

• At least 21 years and above

• GCE 'A' Level (Full Certificate)

• Diploma from a recognized Singapore polytechnic or equivalent diploma with more than 2 years course duration completion

• Willing to obtain CMFAS certifications: RES5, M9, M9A, HI (Training provided)

About us

Sync Mortgage and Prestige Raffles is an agency branch representing Manulife Financial Advisers Pte Ltd. We offer both basic and freelance structures to accommodate different needs. Our basic package is designed for entry-level positions or initial 2-year engagements, providing a solid foundation for growth.

Our team is the number 1 wealth management team and one of the top high net worth sales teams in the building, measured by actual sales and AUM.

If you want to grow with our dedicated team, come grow with us!! It will be a rewarding experience for you!