Our Financial Planning Partner is seeking high-calibre professionals ready to transition from traditional sales into a sophisticated wealth management practice. Our Financial Planning partner offers a unique multi-provider ecosystem, empowering you to provide truly unbiased, holistic advice by leveraging solutions from a wide array of leading financial institutions.
You will be guided through a Structured HNW Pathway designed to sharpen your advisory capabilities and expand your reach into the High-Net-Worth and Business segments. Supported by veteran mentorship and cutting-edge digital infrastructure, this is your opportunity to build a sustainable, equity-owning practice within a global framework.
Key Responsibilities
- Strategic Advisory: Deliver professional, needs-based financial planning to individual and corporate clients.
- Portfolio Management: Build and nurture long-term client relationships through bespoke wealth protection, accumulation, and legacy solutions.
- Digital Practice: Utilizing proprietary digital ecosystem with an active lead flow support to scale your client base effectively.
- Competency Excellence: Stay at the forefront of market trends and regulatory changes through our structured continuous learning programs.
What They Look For
- The Entrepreneur: Self-disciplined individuals who view this as building a long-term business.
- The Communicator: Professionals with strong interpersonal skills who can translate complex financial concepts into actionable advice.
- The Career Switcher: We welcome individuals from Banking, Real Estate, or Corporate Sales or Fresh Grads who are looking for a more sustainable and rewarding career path.
Requirements
- Minimum Qualification: GCE A-Level, IB Diploma, or a Polytechnic Diploma/Degree in any discipline (MAS Regulatory Requirement).
- Residency: Due to licensing and regulatory requirements, applicants must be Singapore Citizens or Permanent Residents.
Remuneration & Strategic Benefits
- Transition Support: Monthly Allowance of up to $6,000, . complemented by tiered commissions, incentives, and performance-based bonuses.
- Experienced Pro Track: Enhanced Performance Packages specifically designed for Bankers, Experienced Financial Consultants, and Agency Leaders.
- The Multi-Brand Advantage: Access a wide suite of products from various providers to offer truly unbiased solutions to your clients.
- Resource Ecosystem: Benefit from in-house specialist support, professional legal/tax partnerships, and cutting-edge advisory technology.
- Incentives: Qualification for Annual Overseas Conferences and global industry accolades . Qualification for overseas conferences is subject to meeting the conference criteria
- Work-Life Integration: Enjoy a flexible schedule that empowers you to manage your professional and personal life.
Please send your resume to [Confidential Information], shortlisted candidates will be notified.
We are committed to fair and merit-based employment practices. All applicants will be considered based on qualifications, skills, and experience, regardless of age, gender, race, religion, marital status, or family responsibilities.
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