Financial Planner

1 week ago

Queenstown, Singapore United Partners Full time

**Job Summary**:

- and long-term financial goals. This role requires strong analytical skills, a deep understanding of financial products and markets, and a genuine passion for helping clients improve their financial well-being.

**Key Responsibilities**:

- Conduct in-depth financial assessments with clients to understand their current financial situation, goals, and risk tolerance.
- Develop customized financial plans that may include retirement strategies, investment recommendations, insurance coverage, estate planning, and tax planning.
- Monitor clients’ financial plans and investment portfolios, making adjustments as needed based on life changes or market trends.
- Provide guidance on budgeting, debt management, and savings strategies.
- Maintain strong, long-term client relationships built on trust and transparency.
- Stay current on market trends, economic forecasts, financial regulations, and new financial products.
- Comply with all regulatory requirements and uphold ethical standards in all client interactions.

**Job Types**: Full-time, Part-time, Permanent

Pay: $12.00 - $20.00 per hour

Expected hours: No less than 4 per week

**Benefits**:

- Flexible schedule
- Professional development
- Work from home

Supplemental Pay:

- Commission pay
- Performance bonus
- Yearly bonus

Work Location: Hybrid remote in Singapore 119960

  • Finance Planner Intern

    6 days ago

    Queenstown, Singapore IAM Full time

    _Singaporeans only as there is a need to constantly engage locals and seek opportunities to explore the local market._ **Scope of work** - Understand customers needs and conduct needs analysis. - Provide advice and guidance to clients on how to manage their wealth - savings, expenses, investments etc. - Research and have knowledge on all aspects of the...

  • Finance Planner Intern

    1 week ago

    Queenstown, Singapore IAM Full time

    _Singaporeans only as there is a need to constantly engage locals and seek opportunities to explore the local market._ **Scope of work** - Understand customers needs and conduct needs analysis. - Provide advice and guidance to clients on how to manage their wealth - savings, expenses, investments etc. - Research and have knowledge on all aspects of the...

  • Finance Planner Intern

    1 day ago

    Queenstown, Singapore IAM Full time

    _Singaporeans only as there is a need to constantly engage locals and seek opportunities to explore the local market._ **Scope of work** - Understand customers needs and conduct needs analysis. - Provide advice and guidance to clients on how to manage their wealth - savings, expenses, investments etc. - Research and have knowledge on all aspects of the...

  • Events Planner

    4 days ago

    Queenstown, Singapore William Tan Organisation Full time

    Are you ready to turn your passion for event planning into reality? **About us**: The William Tan Organisation (WTO) is dedicated to empowering individuals through financial literacy and wealth management. We empower individuals and families with peace of mind, helping them live confidently today and plan for tomorrow. **Your responsibilities**: - Support...

  • Finance Management Internship

    3 days ago

    Queenstown, Singapore Premier Advisory Full time $12,000 - $18,000 per year

    Finance Internship Programme – No Experience NeededAbout the InternshipAre you a student or recent graduate interested in finance? This is your chance to gain experience in financial advisory, learning key topics like CPF, budgeting, and investment During the 3 months internship programme, you will receive hands-on training and mentorship to help you...

  • Finance Internship Programme

    3 days ago

    Queenstown, Singapore Premier Advisory Full time $24,000 - $36,000 per year

    CompanyPremier AdvisoryDesignationFinance Internship ProgrammeDate Listed09 Sep 2025Job TypeEntry Level / Junior ExecutiveIntern/TSJob PeriodFlexible Start, For At Least 1 MonthProfessionInsuranceIndustryFinanceLocation Name450 Alexandra Road, Singapore 119960Work from HomeAddress450 Alexandra Rd, Singapore 119960MapAllowance / Remuneration$1,300 - 1,500...