Wealth Planner Trainee - Flexible Growth & Mentorship

Win Financial Group; Singapore; On-site; SGD 40,000 - 70,000; Full time

Job summary

Win Financial Group in Singapore is seeking Financial Wealth Planners to join a full-time role focused on learning, growth, and a merit-based, uncapped earning model.

You will undergo structured training, mentorship, and exposure to holistic financial planning, including protection, wealth accumulation, and legacy planning. No prior experience required; licensing exams CMFAS/RES modules provided.

Join a flexible, supportive team environment with mentoring and clear paths for career progression.

Qualifications

• Diploma or A-level equivalent required.
• Excellent communication and interpersonal skills.
• Willingness to learn and be coached.
• Comfortable engaging with people and building relationships.
• Interest in financial planning and professional services.

Responsibilities

• Support delivery of holistic financial planning solutions covering protection, wealth accumulation, and legacy planning.
• Learn to conduct client fact-finding, needs analysis, and financial reviews under guidance.
• Assist in preparing financial proposals and advisory documentation.
• Build and maintain long-term client relationships through regular engagement.

Skills

Strong communication & interpersonal

Self-motivated & coachable

Relationship building

Willingness to learn

Education

Diploma / A-level equivalent

Job description

Win Financial Group in Singapore is seeking Financial Wealth Planners to join a full-time role focused on learning, growth, and a merit-based, uncapped earning model.

You will undergo structured training, mentorship, and exposure to holistic financial planning, including protection, wealth accumulation, and legacy planning. No prior experience required; licensing exams CMFAS/RES modules provided.

Join a flexible, supportive team environment with mentoring and clear paths for career progression.