Financial Planner

To apply or find out more, please contact

Leong Jia Wei

(Reg No: R25157456)

[email protected]

OR

Whatsapp +65 8086 3812

I also carry more Junior and Senior variants of this role; please browse our Company Page to find out more.

https://www.mycareersfuture.gov.sg/companies/placement-professionals-53226217D '

Our client is looking for a Financial Planner to join their growing team. This role involves providing professional financial advice to help clients achieve their financial goals through sound planning and long-term relationship management.

Key Responsibilities

• Establish and nurture lasting relationships with clients.

• Conduct comprehensive financial needs analysis and recommend suitable financial solutions.

• Guide clients on wealth accumulation, protection, retirement, education, and legacy planning.

• Develop personalised financial plans based on clients' goals and risk profiles.

• Regularly review clients' financial portfolios and provide ongoing servicing.

• Stay informed about market developments, financial products, and regulatory requirements.

• Generate new business opportunities through networking, referrals, and relationship management.

• Ensure compliance with industry regulations and company policies.

• Deliver exceptional customer service and uphold a high level of professionalism.

Requirements

• Diploma or Degree in any discipline.

• Relevant CMFAS certifications or a willingness to obtain the required licences.

• Training and mentorship will be provided for candidates without prior experience.

• Previous experience in banking, insurance, sales, customer service, or financial advisory is advantageous but not mandatory.

• Strong communication and interpersonal skills.

• Self-motivated with an entrepreneurial mindset.

• Good presentation and problem-solving skills.

• Proficient in Microsoft Office applications.

We are looking for someone who is:

• Dedicated to developing a long-term career.

• Reliable, responsible, and trustworthy.

• Resilient and willing to learn.

• Client-centric with strong integrity and professionalism.

• Results-driven while maintaining ethical standards.

• Able to work independently and as part of a collaborative team.

• Passionate about helping clients achieve financial security.

What We Offer

• Attractive remuneration with high earning potential (commissions, bonuses, and incentives where applicable).
• Comprehensive training, mentorship, and structured career development.
• Flexible work arrangements.
• Clear career progression into leadership and management roles.
• Recognition programmes, overseas incentives, and performance rewards.
• Supportive and collaborative team environment.
  

By applying, you consent that the contents of your CV and answers in the form will be processed for the purpose of job matching.