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Open nowPosted 3 days ago

Wealth Planner

MyCareersFuture94,028 open roles

Pay
SGD 5,000 – SGD 8,000 a month
Where
Singapore
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Your applicationOpen nowWealth PlannerMyCareersFuture · Singapore

  1. YouYes, apply to this one.

  2. CV RocketCV written for this posting.

  3. 25 readersRecruiter, hiring manager, skeptic. Round after round.

  4. CV RocketApplied on MyCareersFuture's own form.

The reply lands in your private mailbox

3×more interviews than doing it yourself with ChatGPT.

The clock on this job

Early applications get read.

7.7% of postings close within 7 days. Measured by our own scanner across the market.

Share of postings closed within
  1. 1.6%1 day
  2. 3.3%3 days
  3. 7.7%7 days
  4. 14.0%14 days
  5. 33.7%30 days
This job: posted 3 days ago

The posting

To apply or find out more, please contact

Leong Jia Wei

(Reg No: R25157456)

[email protected]

OR

Whatsapp +65 8086 3812

I also carry more Junior and Senior variants of this role; please browse our Company Page to find out more.

https://www.mycareersfuture.gov.sg/companies/placement-professionals-53226217D '

We bring together driven individuals across financial planning, marketing and event management. We are building an ecosystem where each part supports the others, and we are looking for people who want to grow with us.

We are hiring Financial Planners to advise clients across protection, investment, retirement and legacy planning, supported by structured training and mentoring.

What You Will Do

  • Engage with prospective and existing clients to gain an understanding of their financial objectives, risk profile, and life priorities.
  • Develop customised financial strategies covering protection, investment, retirement, and legacy planning.
  • Recommend appropriate solutions and conduct regular portfolio reviews to ensure clients remain on track.
  • Establish lasting client relationships through proactive servicing and consistent reviews.
  • Generate new business through referrals, networking and prospecting.
  • Collaborate with our marketing and events teams to deliver meaningful client experiences.
  • Keep abreast of market developments, products, and regulatory requirements.
  • Ensure all advice complies with MAS regulations and our professional standards.

What You Need

  • Diploma or Degree in any discipline from a recognised institution.
  • Experience in financial advisory, banking, insurance or sales is an advantage but not required.
  • Must meet the regulatory requirements for appointment as a representative, including the relevant CMFAS examinations. Support and training are provided.
  • Strong communication and interpersonal skills.
  • Self-motivated and comfortable working both independently and as part of a team.

Remuneration

  • Monthly earnings of S$5,000 to S$8,000, comprising allowance, commission and incentives. Actual earnings depend on individual performance.
  • Quarterly and year-end bonuses.
  • Recurring income with uncapped earning potential.

What We Offer

  • Structured training, mentoring and ongoing professional development.
  • Support from our marketing and events teams for client engagement.
  • Clear pathways to industry certifications and leadership roles.
  • Flexible work arrangements.

By applying, you consent that the contents of your CV and answers in the form will be processed for the purpose of job matching.

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One press. We do the rest.

  1. A CV for this posting

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  2. 25 readers review it

    Recruiter, hiring manager, skeptic and more read every draft, round after round. You get the best round.

    The review screen in CV Rocket: how each CV was read, round by round.

  3. We apply on MyCareersFuture's form

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    An application in CV Rocket: every answer filled in on the employer's form.

  4. Every reply, sorted

    MyCareersFuture's answer lands in your private mailbox, and we classify it on arrival: interview, question, rejection.

    The CV Rocket inbox: each employer reply classified as an interview, an action or a rejection.

  5. Reply with AI

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  6. The interview in your calendar

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    An interview invitation in the CV Rocket inbox, added to the candidate's calendar.
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Why it works

3×

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  • How it was written, and how the review scored it
  • When we applied, and how long after the posting went up
  • Which posting, which company, which city
  • Who got the interview, and who heard nothing

That is how we know which CVs get called.

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