Financial Planner

To apply or find out more, please contact

Leong Jia Wei

(Reg No: R25157456)

[email protected] OR

WhatsApp +65 80863812 (wa.me/+6580863812)

I specialize in Financial Advisory (FA) and Insurance Roles; please browse [More jobs from this company] for more roles.

Benefits

• Adaptable schedule tailored to your own timeline
• Fixed core compensation
• Limitless performance bonuses
• All-expenses-covered overseas team retreats
• End-to-end guidance and educational modules spanning from entry-level up to management paths
• Collaborative ecosystem that values collective progress and teamwork
  

Key Responsibilities

• Formulate bespoke wealth advisory strategies centered around individual consumer priorities and asset defense
• Guide account holders through comprehensive portfolio design across investment vehicles, education funds, and retirement timelines
• Provide clients with recommendations on wealth accumulation in accordance to their goals
• Cultivate enduring, high-trust alliances with our client network
• Keep up to date with market development, investment products and other areas that can affect the market

About You

• Singaporean/PR
• At least 21 years and above
• GCE 'A' Level (Full Certificate)
• Diploma from a recognized Singapore polytechnic or equivalent diploma with more than 2 years course duration completion
• Willing to obtain CMFAS certifications: RES5, M9, M9A, HI (Training provided)

About Us

• We offer both basic and freelance structures to accommodate different needs. Our basic package is designed for entry-level positions or initial 2-year engagements, providing a solid foundation for growth.
• Our team is the number 1 wealth management team and one of the top high net worth sales teams in the building, measured by actual sales and AUM.
• If you are eager to accelerate your career alongside our highly focused unit, join our expansion initiative!
• It promises to be a deeply rewarding journey for you!
  

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