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Financial Planner – Holistic Wealth Management (Open to Mid-Career Switchers)

3-5 Years
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  • Posted 22 hours ago
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Job Description

Are you looking for a fulfilling career where you can make a tangible difference in people's lives Whether you are a driven young professional entering the workforce or a mid career switcher looking for a meaningful pivot, we want to help you build a rewarding career. INADVISORS is a group of financial planners representing The Great Eastern Life Assurance Company Limited. We're a vibrant, diverse team dedicated to delivering exceptional service by upholding our core values of professionalism, leadership, a winning mindset, and gratitude. When you join us, you aren't just taking on a job; you are joining a mature, highly experienced, and nurturing Mandarin speaking team that is deeply invested in your personal and professional growth.

What You Will Do:

As a Financial Planner, you will be performing holistic financial planning to truly transform your clients financial well-being.

• In today's rising cost environment, this role empowers you to help clients secure their futures with thoughtful financial planning and protection strategies.

• Provide advice on insurance products tailored to clients needs.

• Deliver exceptional after sales service and ensure customer satisfaction.

• Develop and execute marketing strategies, manage leads, and maintain your sales pipeline.

• Meet individual performance targets while contributing to team goals.

Who We're Looking For: 

• Singapore citizen / PR

• Min Diploma. Degree and above preferred.

• A minimum of 3 years of work experience is highly valued, but we are open to motivated candidates with less experience

• Experience in banking, insurance, unit trusts, or sales is an advantage, but above all, we value passion and commitment

• Individuals seeking a fulfilling, long term career in a supportive team environment.

Rewards and Benefits: 

• Enjoy a rewarding career

• Potential opportunities for overseas incentive trips*, awards recognition*, and career advancement to leadership roles* (*T&C apply)

• Benefit from comprehensive training and mentorship programs

If you're passionate about empowering clients to secure their financial future and are eager to excel in a dynamic, supportive environment, we invite you to send an email to [Confidential Information] to apply.

#DRCREC2026110508

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About Company

Job ID: 147388243