Wealth Planner
Professional Investment Advisory Services Pte Ltd
Singapore · Full Time
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- Experience
- Any
- Salary
- —
- Openings
- 1
- Posted
- 3 ঘন্টা আগে
- Work mode
- In office
- Eligibility
- Applicants must be Singaporean citizens or Permanent Residents. Candidates include fresh graduates, mid-career switchers, existing insurance agents or financial consultants, and those interested in wealth management advisory roles. CMFAS certification or willingness to achieve it is required.
- Resume
- Required to apply
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Job description
Role Overview
Join as a Wealth Planner providing comprehensive financial planning advice covering protection, investments, retirement and CPF strategies, wealth structuring, education planning, and other financial consultation areas. You will nurture client relationships through detailed reviews and long-term planning, expanding your advisory skills beyond specific product recommendations. Benefit from the full range of tools, platforms, and services offered by the company to create tailored client solutions. Maintain rigorous standards in documentation, compliance, client suitability, and uphold professional ethics. Work within a team culture that values discipline, integrity, and sustained growth.
Qualifications and Candidate Profile
- Open to fresh graduates and individuals transitioning mid-career without prior experience
- Applicants must be Singaporean citizens or Permanent Residents
- Current insurance agents, financial consultants, or financial advisory representatives are encouraged
- Experienced individuals in advisory, financial planning, insurance, or wealth-related services seeking to broaden their expertise
- Committed to building enduring client relationships and adhering to professional standards
- Eager to develop within a structured, performance-driven advisory setting
- Possession of CMFAS certification or willing to obtain required certifications where relevant
What We Provide
- Attractive and competitive compensation structures with incentives linked to performance
- Guidance and mentorship from branch leaders and seasoned financial advisors
- A cooperative workplace culture emphasizing professionalism, honesty, and ongoing growth
- Flexible work options alongside transparent pathways for career advancement