Wealth Planner

Invictus Advisory Pte Ltd; Singapore; On-site; SGD 30,000 - 60,000; Full time

Job summary

Invictus Advisory Pte Ltd is seeking a Wealth Planner to deliver personalized financial advice and maintain client portfolios. The role provides comprehensive training, a high-performance culture, and access to diverse fund platforms, focusing on client relationship building and long-term success.

Benefits

Comprehensive training and licensing support

Guidance from senior mentors and industry leaders

Transparent, performance-based income structure

Qualifications

• Singaporean/PR, age 21+.
• Minimum A-Level or Diploma from a recognized institution.
• Prior client-facing or financial experience is an advantage.

Responsibilities

• Deliver tailored investment strategies to individual clients.
• Review and monitor clients' portfolios regularly.
• Identify market opportunities and recommend suitable solutions.

Skills

Communication

Interpersonal Skills

Client Relationship Management

Education

A-Level or Diploma

Job description

Wealth Planner – Empower Clients, Build Your Career

At Invictus Advisory (under Manulife), we equip aspiring professionals with the tools, mentorship, and platform to deliver meaningful, long-term financial advice.

You'll work closely with top-tier fund houses to provide clients with structured solutions across savings, protection, and wealth planning — supported by full training and industry-leading products.

We’re expanding and looking for committed individuals who want to build strong client relationships, grow with integrity, and succeed in a performance-based environment.

Key Responsibilities

• Deliver tailored investment strategies to individual clients

• Review and monitor clients' portfolios regularly

• Understand a wide range of financial instruments including unit trusts, bonds, and equities

• Identify market opportunities and recommend suitable solutions

• Provide holistic investment advice aligned with each client’s goals

Requirements

• Singaporean/PR, age 21+

• Minimum A-Level or Diploma from a recognised institution

• Strong communication and interpersonal skills

• Self-driven, professional, and coachable

• Prior client-facing or financial experience is an advantage

What We Offer

• Comprehensive training and licensing support

• Guidance from senior mentors and industry leaders

• Transparent, performance-based income structure

• Access to multi-partner fund platforms (not tied to one provider)

• A high-performance culture focused on long-term development