Financial Planner

apartmentPrivate Advertiser placeBedok scheduleFull-time calendar_month27/3/26

Job Title: Financial Planner

We are looking for people who are ambitious, interdependent and serious about personal growth.

You will learn about real financial planning for businesses and individuals.

Your responsibilities:

Learn about corporate solutions such as group insurance and employee benefits
Learn to conduct fact-finding, needs analysis and financial review under guidance
Delivery of holistic financial planning solutions in the areas of wealth accumulation, protection and legacy planning
Prepare and present financial proposal
Build and maintain long-term client-advisor relationship

Benefits:

Commission base with no income capped
Allowance scheme will be offered for selected candidates (subjected to terms and conditions)
Continual training to help you to improve and develop skill sets

Entry requirements:

Age 21 and above (Regulatory requirements)
Singaporean and Singapore Permanent Resident only
Min qualification of local diplomas and above
Able to work as a team and individual
Comfortable in engaging people and build relationship

Have a strong interest in financial planning, personal finance and professional services

DRC/REC/2026/1903/02

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