Financial Planning Consultant / Wealth Management Advisor

Employment Type: Full-time | Hybrid Working Arrangement
Location: Singapore

Grow with Singapore. Connect with Greater China. Build a Global Wealth Management Career.

Are you looking for a meaningful career with unlimited growth potential

Join our growing Wealth Advisory Team and help individuals, families, and business owners achieve long-term financial security through professional financial planning and wealth management.

Whether you are an experienced financial adviser or exploring a new career, we provide structured training, professional mentorship, and comprehensive support to help you build a successful career in one of Asia's leading financial centres.

Key Responsibilities

As a Financial Planning Consultant, you will:

• Conduct comprehensive financial needs analysis for individuals, families, and business owners.
• Develop personalized financial plans covering wealth accumulation, protection, retirement, education, healthcare, and legacy planning.
• Recommend suitable wealth management solutions, including insurance, investments, savings, retirement planning, and estate planning.
• Build and maintain long-term client relationships through professional advice and ongoing portfolio reviews.
• Generate new business opportunities through referrals, networking, seminars, and digital marketing.
• Stay updated on financial markets, investment opportunities, and MAS regulatory requirements.
• Ensure all recommendations comply with regulatory standards and company policies.
• Maintain accurate client records and documentation.

Who We're Looking For

We welcome candidates who are:

• Diploma or Bachelor's Degree holders (any discipline).
• Passionate about helping clients achieve financial security and long-term wealth.
• Strong communicators with excellent interpersonal and relationship-building skills.
• Self-motivated, professional, and entrepreneurial.
• Able to work independently and manage time effectively.

Experience in banking, insurance, financial advisory, wealth management, investment, real estate, relationship management, or sales is an advantage-but not required.

Fresh graduates and career switchers are also welcome.

Ideal Candidates

This opportunity is especially suitable for:

• New Singapore Permanent Residents (PRs) looking to establish a long-term professional career in Singapore.
• Professionals with strong connections within the Greater China community.
• Individuals interested in serving overseas Chinese families, entrepreneurs, and business owners.
• Mid-career professionals seeking greater career flexibility and unlimited income potential.
• Individuals who aspire to become trusted financial professionals in an international financial centre.

What We Offer

• Attractive commission structure with performance-based incentives.
• Structured training and one-to-one mentorship.
• Professional certification sponsorship (where applicable).
• Flexible hybrid working arrangements.
• Clear career progression and leadership development opportunities.
• Marketing support and client seminar opportunities.
• Continuous professional development and coaching.
• Access to comprehensive financial solutions covering insurance, investments, retirement, education, and estate planning.

Why Join Our Team

Unlike traditional financial advisory practices, our team focuses on Cross-border Wealth Management, serving clients across Singapore, Hong Kong, Mainland China, and the Greater China region.

You will have the opportunity to advise overseas Chinese families, entrepreneurs, and high-net-worth individuals by providing holistic solutions in:

• Wealth Protection
• Investment Planning
• Retirement Planning
• Education Planning
• Estate & Legacy Planning
• Cross-border Asset Allocation
• Family Wealth Succession

Our leadership team brings years of cross-border wealth management experience and is committed to helping every adviser build a sustainable, professional, and rewarding career.

Our Advantages

✔ Cross-border wealth management platform covering Singapore and Hong Kong

✔ Opportunities to serve overseas Chinese families and high-net-worth clients

✔ Comprehensive product platform including insurance, investment, retirement, and estate planning

✔ Structured mentoring and practical business development support

✔ Collaborative, professional, and compliance-driven team culture

✔ Unlimited career growth and income potential

Join Us

If you're ready to build a meaningful career while making a lasting impact on people's financial futures, we'd love to hear from you.

Apply today and begin your journey in global wealth management.