Wealth Planning Executive

Wealth Planning Executive

Build Wealth. Build Relationships. Build Your Career.

Looking for a career where you can combine people skills, financial knowledge, and business growth?

We are looking for driven individuals to join our team as Wealth Planning Executives.

You’ll work closely with individuals and families to understand their goals, identify their priorities, and develop personalised wealth strategies — while building valuable skills in client management, financial planning, and business development.

What You'll Be Involved In

• Meet and build relationships with clients from different backgrounds
• Understand clients' financial goals, priorities, and future plans
• Assist in developing personalised wealth and financial strategies
• Learn about investments, protection, retirement, and wealth accumulation
• Conduct client reviews and provide ongoing support
• Develop your own client portfolio through networking and referrals
• Work alongside experienced professionals and mentors

What Makes This Opportunity Different

• Structured Development — Build your financial and consulting knowledge through hands-on training
• Personal Mentorship — Learn directly from experienced industry professionals
• Client Exposure — Gain real-world experience working with individuals and families
• Performance-Based Growth — Your progression is driven by your development and results
• Flexible Working — Greater autonomy over how you manage your schedule
• Leadership Opportunities — Develop towards future business and team leadership roles

Who Would Thrive In This Role?

• Singapore Citizens / PRs
• Diploma or Degree holders
• Fresh graduates and career switchers are welcome
• Individuals who enjoy meeting and communicating with people
• Self-motivated and willing to learn
• Comfortable taking initiative and working independently
• No prior financial industry experience required

What You'll Walk Away With

• Stronger financial literacy
• Professional client management skills
• Business development experience
• Communication and negotiation skills
• Industry knowledge and professional training
• A network of clients and professionals
• A clear pathway for long-term career development

Your Career. Your Clients. Your Growth.

If you're looking for more than a conventional desk job and want to develop skills that can stay with you throughout your career, we'd love to hear from you.

Apply now to explore the opportunity.