Wealth Planner

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

We bring together driven individuals across financial planning, marketing and event management. We are building an ecosystem where each part supports the others, and we are looking for people who want to grow with us.

We are hiring Financial Planners to advise clients across protection, investment, retirement and legacy planning, supported by structured training and mentoring.

What You Will Do

• Engage with prospective and existing clients to gain an understanding of their financial objectives, risk profile, and life priorities.

• Develop customised financial strategies covering protection, investment, retirement, and legacy planning.

• Recommend appropriate solutions and conduct regular portfolio reviews to ensure clients remain on track.

• Establish lasting client relationships through proactive servicing and consistent reviews.

• Generate new business through referrals, networking and prospecting.

• Collaborate with our marketing and events teams to deliver meaningful client experiences.

• Keep abreast of market developments, products, and regulatory requirements.

• Ensure all advice complies with MAS regulations and our professional standards.

What You Need

• Diploma or Degree in any discipline from a recognised institution.

• Experience in financial advisory, banking, insurance or sales is an advantage but not required.

• Must meet the regulatory requirements for appointment as a representative, including the relevant CMFAS examinations. Support and training are provided.

• Strong communication and interpersonal skills.

• Self-motivated and comfortable working both independently and as part of a team.

Remuneration

• Monthly earnings of S$5,000 to S$8,000, comprising allowance, commission and incentives. Actual earnings depend on individual performance.

• Quarterly and year-end bonuses.

• Recurring income with uncapped earning potential.

What We Offer

• Structured training, mentoring and ongoing professional development.
• Support from our marketing and events teams for client engagement.
• Clear pathways to industry certifications and leadership roles.
• Flexible work arrangements.