Wealth Planner

Join Us as a Wealth Planner

Are you looking for a dynamic, vibrant, and friendly working environment—one that supports both your personal growth and financial development?

We're expanding our team and welcome driven individuals ready to build a rewarding and impactful career.

Job Benefits

• Flexible working hours and location
• Open to fresh graduates and mid-career switchers
• Opportunities for professional development and career advancement
• Monthly allowance of $3,000–$5,000, plus full commissions and bonuses
• Potential to earn $100,000 in your first year
• Incentive trips to exciting overseas conventions
• Opportunities to build lasting connections — interact and network with people from all walks of life, including professionals and business owners

Your Role

As a Wealth Planner, you will:

• Provide expert financial advice and solutions in Risk Management and Wealth Accumulation
• Manage and enhance clients' investment portfolios
• Guide clients in setting and achieving their long-term financial goals
• Work closely with business owners and entrepreneurs to craft tailored strategies in corporate and business planning, including business protection, succession planning, and key-person coverage
• Build meaningful relationships across diverse industries while helping clients secure both their personal and business legacies

Requirements

• Singapore Citizen or Permanent Resident
• Age 21 and above (students are welcome to apply)
• Minimum qualifications:
• GCE "A" Level (3 H2 passes and 2 H1 passes), OR
• Polytechnic Diploma (Singapore), OR
• International Baccalaureate (IB) Diploma, OR
• Other academic qualifications equivalent to the above

This opportunity is ideal if you're ambitious, people-oriented, and motivated to achieve both personal and professional milestones. Join us to develop not just your career, but also your network, expertise, and impact on the lives of others.

Apply now and take the first step toward building a career that empowers you to grow and succeed.