Wealth Planning Advisor - Flexible Hours & Growth Bonuses

ET MARKETING PTE. LTD.; Singapore; On-site; SGD 60,000 - 110,000; Full time

Benefits offered by this job

Structured training and mentorship

Career progression pathways

Bonuses and incentives

Flexible working hours

Supportive team culture

Job summary

ET MARKETING PTE. LTD. is expanding its financial services team in Singapore, focusing on advising individuals and families on life insurance, health coverage, savings, and investment-linked plans.

You will build long-term relationships through portfolio reviews, identify gaps, and recommend strategies to grow client wealth and your personal brand. The role emphasizes structured training, mentorship, and performance-based income with bonuses.

Qualifications

• MAS regulatory requirements: Age 21+.
• Singaporean or Permanent Resident status for licensing.
• Educational qualifications: A Levels, Diploma, or Degree (any discipline).

Responsibilities

• Advise clients on comprehensive insurance and wealth planning solutions.
• Develop customized plans for life insurance, health coverage, savings, and investment-linked products.
• Conduct regular client portfolio reviews to assess goals and adjust strategies.

Skills

Client advisory

Wealth planning

Relationship building

Communication

Coaching

Resilience

Personal brand

Education

A Levels, Diploma or Degree (any discipline)

Job description

ET MARKETING PTE. LTD. is expanding its financial services team in Singapore, focusing on advising individuals and families on life insurance, health coverage, savings, and investment-linked plans.

You will build long-term relationships through portfolio reviews, identify gaps, and recommend strategies to grow client wealth and your personal brand. The role emphasizes structured training, mentorship, and performance-based income with bonuses.