Wealth Planner
14 hours ago
Description OverviewStart Your Career in Wealth Management with Us Are you passionate about personal finance and looking to build a meaningful career helping others achieve their life goals? We are expanding our dynamic team of Wealth Planners. We’re looking for motivated individuals who are keen to develop a professional career in financial advisory — no prior experience needed If you’re driven, coachable, and people-oriented, we’ll equip you with the tools and training to succeed. Why Join Us?At our company, we don’t just sell products — we build lifelong relationships and make a real difference in our clients’ lives. Whether you’re exploring a new career path or just graduated, this is a unique opportunity to step into the financial services world with support, structure, and purpose. Key Responsibilities Learn how to assess clients’ financial needs, goals, and risk profiles Prepare comprehensive financial plans tailored to each client. Educate clients on different financial products and options, helping them make informed decisions. Monitor clients’ portfolios / financial plans periodically; adjust plans in response to life changes and market movements. Build meaningful, long-term relationships with clients and develop your own client base through referrals, networking, and marketing support Stay up to date with financial products, industry trends, and regulations Qualifications No prior experience required Minimum A Levels/ Diploma in any field: Undergrads, fresh grads or individuals looking to switch careers are welcome to apply. Singapore Citizen or Permanent Residents (PRs) only due to regulatory requirements. Motivated, willingness to learn, and goal oriented. What We Offer Attend our career sharing session with experienced professionals and receive a complimentary individual personality profiling test designed to help you discover the type of job best aligned to your strengths. As a token of appreciation, participants will also receive a $30 gift voucher Competitive Remuneration: Base Salary Allowance + Commission / Incentives + Performance Bonus + Passive Income Stream. (From an average of $5k per month and upwards) Structured Training, Sponsored Professional Certifications, Continuous Development and a Supportive Coaching/ Mentorship Program. Fast track Career Advancement Opportunities – Promotions to Specialist, Manager, Director based on performance. Flexible Working Hours – Manage your own time and grow your career at your own pace (Still studying? Students may work while you study to gain an attractive salary even before graduation) Ready to Begin?Apply now with your resume if you’re passionate about helping people achieve their financial goals We can’t wait to hear from you #J-18808-Ljbffr
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Wealth Planner
14 hours ago
Singapore Alpha Wealth Financial Advisers Full time5 days ago Be among the first 25 applicants Alpha Wealth Financial Advisers is committed to providing personalized financial planning and investment management services tailored to each client's unique lifestyle and financial goals. Our team values Abundance, Wisdom, Focus, and Appreciation, and we empower clients through financial literacy. We offer...
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Wealth Planner
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Singapore EFG International Full timeJoin to apply for the Wealth Planner role at EFG International The Wealth Planner is responsible to identify and develop wealth planning strategies - including through the use of insurance solutions, trusts, foundations, Family office, companies and other complex structures - to address clients wealth planning needs and objectives. Main Responsibilities Meet...
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Assistant Wealth Manager
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Wealth Planner
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Singapore EFG International Full timeThe Wealth Planner is responsible to identify and develop wealth planning strategies - including through the use of insurance solutions, trusts, foundations, Family office, companies and other complex structures - to address clients wealth planning needs and objectives. **Main Responsibilities** - Meet with clients and EFG Client Relationship Officers...
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Wealth Planner
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Singapore EFG International Full time $150,000 - $200,000 per yearThe Wealth Planner is responsible to identify and develop wealth planning strategies - including through the use of insurance solutions, trusts, foundations, Family office, companies and other complex structures - to address clients wealth planning needs and objectives.Main ResponsibilitiesMeet with clients and EFG Client Relationship Officers (CROs) to...
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Singapore Alpha Wealth Financial Advisers Full time $80,000 - $120,000 per yearJob HighlightsBuild relationships with clientsCareer AdvancementJob ResponsibilitiesAcquire and manage a pool of clients' investment portfoliosUnderstand clients' financial objectives and investment requirementsProvide information and comparisons for clients to make informed decisionsBuilding and maintaining long-term relationship with clientsDeveloping own...
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Singapore ALPHA WEALTH FINANCIAL ADVISERS PTE. LTD. Full timeJob Highlights Build relationships with clients Career Advancement Responsibilities Acquire and manage a pool of clients’ investment portfolios Understand clients’ financial objectives and investment requirements Provide information and comparisons for clients to make informed decisions Building and maintaining long-term relationship with clients...
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Wealth Planner
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Singapore Private Advertiser Full timeOverview Start Your Career in Wealth Management with Us!Are you passionate about personal finance and looking to build a meaningful career helping others achieve their life goals?We are expanding our dynamic team of Wealth Planners. We’re looking for motivated individuals who are keen to develop a professional career in financial advisory — no prior...
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Wealth Planner Advisors
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Singapore Sync Mortgage Pte Ltd Full timeCompany Sync Mortgage Pte Ltd - syncmortgage.io Designation Wealth Planner Advisors Date Listed 27 Aug 2025 Job Type Entry Level / Junior Executive - Full/PermPart/Temp Job Period Immediate Start - Flexible End Profession Insurance Industry Others Location Name Downtown Core, Singapore Address Downtown Core, Singapore Map Allowance /...
