Wealth Planner​/Financial Adviser

As part of an independent financial advisory brokerage, you will have the opportunity to help clients make informed financial decisions through comprehensive financial planning, insurance reviews and investment solutions across multiple providers.

• Understand clients' financial needs, goals and priorities
• Conduct financial reviews and identify potential protection and planning gaps
• Compare suitable insurance and investment solutions from multiple providers
• Build and maintain long-term client relationships
• Develop your own client base through networking, prospecting and referrals
• Work closely with experienced advisers to develop professional advisory skills

• Singapore Citizens or Permanent Residents
• At least 21 years old, in line with MAS representative requirements
• Meet the applicable MAS academic, examination and fit-and-proper requirements before appointment
• Strong interpersonal and communication skills
• Self-motivated, disciplined and willing to learn
• Entrepreneurial mindset with an interest in finance, investments and wealth management
• Passionate about building relationships and helping clients achieve their financial goals
• Fresh graduates and career switchers are welcome

• Mentorship and guidance from experienced financial advisers
• Exposure to independent financial advisory and wealth management
• Opportunities to develop client relationship, business development and financial planning skills
• A structured environment focused on professional and personal growth

Whats App +65 552 with your resume or reach out for more details.