Wealth Planner - (Basic from 3k to 8k/month + Incentive + Comm + Monthly Bonus)

SimplyWealth Pte ltd; Singapore; Hybrid; SGD 60,000 - 80,000; Full time

Job summary

A financial consulting firm based in Singapore is seeking candidates to manage and analyze clients’ financial portfolios while advising on wealth accumulation and retirement planning. The ideal candidate possesses strong communication skills and a self-motivated mindset. Fresh graduates are encouraged to apply, and training will be provided. This position offers flexible work arrangements, generous bonuses, and comprehensive benefits.

Benefits

Flexible hours

Work-from-home benefits

Attractive commissions

Annual bonuses

Overseas incentive trips

Full medical and dental coverage

Qualifications

• Minimum diploma qualification in any field, degree preferred.
• Strong communication and interpersonal skills are essential.
• Self-motivated with a growth mindset.
• Fresh graduates are welcome; training will be provided.

Responsibilities

• Manage and analyze clients’ financial portfolios.
• Advise on wealth accumulation, retirement, and cash flow planning.
• Recommend suitable financial solutions based on client needs.
• Support clients in achieving their personal and financial goals.

Skills

Strong communication

Interpersonal skills

Self-motivated

Growth mindset

Education

Minimum diploma qualification in any field

Degree preferred

Job description

Job Highlights

• 1-on-1 personalized mentorship and career development
• Work with a vibrant, growing, and supportive team
• Basic pay from $3,000 to $8,000/month (excluding commissions, bonuses, and incentive trips)
• Flexible work arrangements with good work‑life balance

Roles & Responsibilities

• Manage and analyze clients’ financial portfolios
• Advise on wealth accumulation, retirement, and cash flow planning (DPMS strategies)
• Recommend suitable solutions including unit trusts, ETFs, structured notes, insurance & retirement plans based on client needs
• Support clients in achieving their personal and financial goals

Benefits & Perks

• Work‑Life Balance: Flexible hours and work‑from‑home benefits
• Financial Rewards: Attractive commissions, annual bonuses, overseas incentive trips*
• Training & Mentorship: 1-on-1 guidance, regular training (ETFs, structured notes, financial planning)
• Establishment Allowance: Up to 24 months for successful candidates*
• Career Growth: Clear progression path with leadership opportunities
• Comprehensive Benefits: Full medical and dental coverage, modern office in prime location
• Team Culture: Supportive, social, and collaborative environment with regular team events

Requirements

• Minimum diploma qualification in any field (degree preferred)
• Strong communication and interpersonal skills
• Self‑motivated with a growth mindset
• Fresh graduates are welcome; training will be provided

🔎 Learn more: simplywealthsg.com

Terms & Conditions apply. Candidates must meet qualifying criteria to access certain benefits. Commissions and incentives are performance-based.