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Financial Planner

Job in Singapore, Singapore
Listing for: OAKTREE CONSULTING
Full Time position
Listed on 2026-10-15
Job specializations:
  • Finance & Banking
    Financial Advisor / Consultant, Wealth Management
Salary/Wage Range or Industry Benchmark: 70000 - 110000 SGD Yearly SGD 70000.00 110000.00 YEAR
Job Description & How to Apply Below

As a trusted Adviser, you carry the responsibility of advising your clients on all wealth matters to ensure that they achieve lifetime financial security and success. As your clients begin to recognise the positive impact you have on their lives, you will know you have succeeded professionally.

As an Adviser, you are a business owner and enjoy independence and the freedom to manage your time. You will benefit from the continuous support of our corporate divisions and Advisory Group Partners who will help you to develop and grow your business, including the support provided to help attain Professional Certifications.

Roles and Responsibilities:
  • Be technically and professionally competent in a wide range of comprehensive financial services, with a focus on specialized services
  • Provide advisory services on all wealth matters to clients
  • Expand the client base and maintain strong relationships with existing clients
  • Be ethical and trustworthy, maintaining at all times a high standard of integrity
Essential

Skills:
  • Be enterprising and industrious with a desire to establish a professional practice in wealth advisory and consulting
  • Be a strategic thinker and problem solver with good interpersonal and relationship management skills
  • Be able to communicate effectively; explain complex ideas/concepts to the layman with accuracy
Education and Professional

Certifications:
  • Bachelor's degree in any discipline
  • M5, M8, M8A, M9, M9A preferred (Support will be provided to attain these certifications)
Other Requirements & Pertinent Information:
  • You will be rewarded with attractive remuneration packages as you help to build a profitable and stable business together if you are willing to work hard.

We welcome fresh graduates and working professionals who has a keen interest for wealth advisory/investments and a desire to help others succeed financially.

We look forward to sharing more about how we can help you build a successful wealth advisory practice.

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