Financial Planner

To apply or find out more, please contact Leong Jia Wei (Reg No: R25157456) jiawei@placement.com.sg OR WhatsApp +65 80863812 (wa.me/+6580863812) I specialize in Financial Advisory (FA) and Insurance Roles; please browse [More jobs from this company] for more roles. Benefits • Adaptable schedule tailored to your own timeline • Fixed core compensation • Limitless performance bonuses • All-expenses-covered overseas team retreats • End-to-end guidance and educational modules spanning from entry-level up to management paths • Collaborative ecosystem that values collective progress and teamwork Key Responsibilities • Formulate bespoke wealth advisory strategies centered around individual consumer priorities and asset defense • Guide account holders through comprehensive portfolio design across investment vehicles, education funds, and retirement timelines • Provide clients with recommendations on wealth accumulation in accordance to their goals • Cultivate enduring, high-trust alliances with our client network • Keep up to date with market development, investment products and other areas that can affect the market About You • Singaporean/PR • At least 21 years and above • GCE 'A' Level (Full Certificate) • Diploma from a recognized Singapore polytechnic or equivalent diploma with more than 2 years course duration completion • Willing to obtain CMFAS certifications: RES5, M9, M9A, HI (Training provided) About Us • We offer both basic and freelance structures to accommodate different needs. Our basic package is designed for entry-level positions or initial 2-year engagements, providing a solid foundation for growth. • Our team is the number 1 wealth management team and one of the top high net worth sales teams in the building, measured by actual sales and AUM. • If you are eager to accelerate your career alongside our highly focused unit, join our expansion initiative! • It promises to be a deeply rewarding journey for you! By applying, you consent that the contents of your CV and job-seeking preferences will be processed for the purpose of job matching.