Wealth Planner - Geylang

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?

• 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

• 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.