Wealth Planning Associate

ET MARKETING PTE LTD; Singapore; On-site; SGD 40,000 - 60,000; Full time

Benefits offered by this job

Structured training

Performance-based incentives

Career progression

Job summary

ET MARKETING PTE LTD in Singapore invites you to build your career in financial services by developing professional expertise, advising clients on financial goals, and growing through structured training and mentorship under a performance-based pathway. This role focuses on engaging clients, assessing their goals, and tailoring suitable financial solutions, while upholding ethics and customer service.

The program offers structured training, coaching, and a clear pathway to progression with

Qualifications

• Meet the educational and eligibility criteria of the Financial Associate Scheme
• Demonstrate effective communication, interpersonal, and relationship-building skills in client interactions
• Show willingness to learn, accept coaching, and develop consultative selling capabilities
• Exhibit integrity, professionalism, and a client-first mindset in all engagements
• Be comfortable with client engagement, business development, and meeting performance targets

Responsibilities

• Assess clients' financial goals, priorities, and protection needs to tailor suitable financial solutions
• Conduct professional client consultations to explain and recommend relevant financial products and services
• Establish and nurture long-term client relationships to support ongoing financial planning needs
• Identify and pursue opportunities to provide clients with appropriate financial planning advice and solutions
• Engage actively in training, coaching, and professional development programs to enhance advisory skills
• Achieve agreed business objectives while upholding high standards of ethics and customer service

Skills

Client engagement

Communication skills

Relationship building

Education

Eligibility for Financial Associate Scheme

Job description

Job Summary

Build your career in financial services by developing professional expertise, advising clients on financial goals, and growing through structured training and mentorship under a performance-based pathway.

Responsibilities

• Assess clients' financial goals, priorities, and protection needs to tailor suitable financial solutions
• Conduct professional client consultations to explain and recommend relevant financial products and services
• Establish and nurture long-term client relationships to support ongoing financial planning needs
• Identify and pursue opportunities to provide clients with appropriate financial planning advice and solutions
• Engage actively in training, coaching, and professional development programs to enhance advisory skills
• Achieve agreed business objectives while upholding high standards of ethics and customer service

Preferred competencies and qualifications

• Meet the educational and eligibility criteria of the Financial Associate Scheme
• Demonstrate effective communication, interpersonal, and relationship‑building skills in client interactions
• Show willingness to learn, accept coaching, and develop consultative selling capabilities
• Exhibit integrity, professionalism, and a client‑first mindset in all engagements
• Be comfortable with client engagement, business development, and meeting performance targets

Other Information

Compensation and benefits

• Employment‑based career pathway with basic salary, employee benefits, and performance‑based incentives subject to scheme terms
• Specific remuneration details provided during recruitment in line with the approved scheme

Training and career development

• Access to structured training, coaching, and professional development opportunities under the scheme
• Opportunities to strengthen financial services knowledge and develop client advisory capabilities for career progression

We are committed to fair and merit‑based recruitment. Applications are assessed against relevant job requirements, skills, qualifications, and suitability for the role.