Wealth Planning Advisor — Build Your Own Practice

Apexgroup Pte Ltd; Singapore; On-site; SGD 60,000 - 90,000; Full time

Job summary

Apexgroup Pte Ltd., based in Singapore, seeks Financial Services Consultants to develop wealth, investment and protection strategies for clients. You will build a practice with structured training and team support, aiming for long-term client relationships and ongoing advisory growth.

Role emphasizes client meetings, portfolio reviews, retirement planning and wealth transfer, with commissions and incentives aligned to performance and regulatory compliance.

Qualifications

• Be 21 years old or above.
• Singapore Citizen or Singapore Permanent Resident.
• Recognised qualifications: GCE A Level, IB Diploma, polytechnic diploma or equivalent.
• Complete CMFAS examinations and fulfil regulatory requirements.
• Fit-and-proper, competency and appointment requirements for financial advisory representatives.
• Be comfortable meeting people and discussing financial needs and objectives.

Responsibilities

• Develop and grow your own financial advisory practice with team support.
• Engage clients in wealth, retirement, legacy and protection planning.
• Conduct portfolio reviews and identify opportunities to improve outcomes.
• Lead client conversations and build long-term relationships through networking.

Skills

People skills

Structured conversations

Client relationship building

Prospecting

Education

GCE A Level

IB Diploma

Polytechnic Diploma

CMFAS examinations

Job description

Apexgroup Pte Ltd., based in Singapore, seeks Financial Services Consultants to develop wealth, investment and protection strategies for clients. You will build a practice with structured training and team support, aiming for long-term client relationships and ongoing advisory growth.

Role emphasizes client meetings, portfolio reviews, retirement planning and wealth transfer, with commissions and incentives aligned to performance and regulatory compliance.