Wealth Planner: Flexible Hours & Growth

SUCCESS RESOURCE CENTRE PTE. LTD.; Singapore; Hybrid; SGD 11,000 - 56,000; Full time

Benefits offered by this job

Flexible work hours

Permanent position

Job summary

SUCCESS RESOURCE CENTRE PTE. LTD. in Singapore seeks a dynamic financial advisor to deliver tailored planning solutions across wealth accumulation, protection, retirement, and investments. You will build long-term client relationships with integrity and proactive follow-ups.

You will prospect, network, and grow your client base with a hunter mindset while meeting sales targets and maintaining ethical standards. Flexible hours and a permanent role provide a stable opportunity.

Qualifications

• Minimum local diploma required.
• Open to candidates without experience.

Responsibilities

• Understand client needs and provide tailored financial planning solutions (wealth accumulation, protection, retirement, investments).
• Build long-term, trust-based relationships with clients through integrity and consistent follow-ups.
• Proactively prospect, network, and grow your client base with a hunter mindset.
• Continuously develop financial knowledge and stay updated on market trends.
• Conduct reviews to ensure clients stay aligned with their financial goals.
• Meet and exceed sales and activity targets while maintaining professional and ethical standards.
• Uphold company values and act in the best interest of clients at all times.

Skills

Client needs assessment

Networking

Sales targets

Financial planning knowledge

Hunter mindset

Education

Local Diploma

Job description

SUCCESS RESOURCE CENTRE PTE. LTD. in Singapore seeks a dynamic financial advisor to deliver tailored planning solutions across wealth accumulation, protection, retirement, and investments. You will build long-term client relationships with integrity and proactive follow-ups.

You will prospect, network, and grow your client base with a hunter mindset while meeting sales targets and maintaining ethical standards. Flexible hours and a permanent role provide a stable opportunity.