Wealth Planner & Financial Advisor

SYNC MORTGAGE PTE. LTD.; Singapore; On-site; SGD 60,000 - 120,000; Full time

Benefits offered by this job

Flexible working hours

Basic Pay

Uncapped commissions

Overseas paid incentive trips

Mentorship & training programs

Supportive culture

Job summary

Sync Mortgage and Prestige Raffles seeks a financial advisor to tailor wealth solutions for clients, focusing on retirement, education and investments. You will build lasting client relationships, stay current with market trends, and offer personalized wealth-building recommendations.

The role includes both basic pay and uncapped commissions within a supportive, mentorship-driven culture and opportunities for overseas incentives as the team grows.

Qualifications

• Must be Singaporean/PR and aged 21 or older.
• GCE A Level certificate and polytechnic diploma required.
• Willing to obtain CMFAS qualifications RES5, M9, M9A, HI (training provided).

Responsibilities

• Develop individualized financial advice based on clients' financial and protection needs.
• Help clients with financial planning in retirement, education and investments.
• Provide clients with recommendations on wealth accumulation aligned to goals.
• Build long-term, trusted relationships with clients.
• Keep up to date with market developments and investment products.

Skills

Singaporean/PR

Age 21+

Willing CMFAS

CMFAS RES5

CMFAS M9

CMFAS M9A

CMFAS HI

Education

GCE A-Level

Diploma (Polytechnic)

Job description

Sync Mortgage and Prestige Raffles seeks a financial advisor to tailor wealth solutions for clients, focusing on retirement, education and investments. You will build lasting client relationships, stay current with market trends, and offer personalized wealth-building recommendations.

The role includes both basic pay and uncapped commissions within a supportive, mentorship-driven culture and opportunities for overseas incentives as the team grows.