Senior Wealth Planner/ Wealth Planner

We are a highly regarded and well-established player in the Financial Industry and currently have a number of attractive roles within our team in Singapore. Our diversified clientele groups are huge and no hard-selling required.

What you'll do

You've put in the years. You know how to build trust with clients, structure a solid financial plan, and close with conviction. Now it's time to work in an environment where your effort directly reflects in your earnings with no ceiling, no politics, and full ownership of your book.

- Build and grow a high-value client portfolio through referrals, networking, and your existing relationships

- Conduct in-depth financial needs analysis and deliver tailored wealth, protection, and retirement strategies

- Serve professionals, business owners, and high-net-worth individuals with holistic financial planning

- Maintain long-term client relationships and grow recurring income through renewals and referrals

- Optionally mentor and grow a team of advisors under you to multiply your income further

You

- Minimum 1-2 years experience as a financial advisor, wealth planner representative in Singapore

- Valid CMFAS certifications (RES5, M9, M9A, HI) (Fresh graduates welcome as long as you're willing to obtain the licence)

- Strong track record in client acquisition, needs-based selling, and financial planning

- Self-driven, entrepreneurial mindset - you treat your practice like a business

- Singapore Citizen, PR, or eligible to work in Singapore

Packages

- Top performers consistently earn $10,000-$30,000+ monthly

- Recurring passive income

- Earn from renewals and overriding commissions as your team grows

- Performance bonuses

- Quarterly and annual incentives including overseas trips and awards

- Full autonomy- Set your own schedule and build your practice your way

Please email your CV in absolute confidence to [Confidential Information]