Wealth Planner
7 days ago
Overview Start Your Career in Wealth Management with UsAre 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 voucherCompetitive 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
1 week ago
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
2 weeks ago
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Assistant Wealth Manager
2 weeks ago
Singapore WEALTH ASIA LLP Full timeThis position is instrumental in supporting the Executive Wealth Director in all aspects of wealth and financial planning and providing solutions, pre and post events organization, customer acquisition and follow-up, assist in closing of sales and deals. Core Function & Support Provide direct administrative and analytical support to the Executive Wealth...
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Wealth Planner
3 days ago
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
1 week ago
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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Wealth Planner
7 days ago
Singapore CAREER STORY PTE. LTD. Full timeThis is a perm role for our client in the banking sector The Wealth Planner is responsible for structured
