Financial Wealth Planner/ Senior Financial Wealth Planner

Location
D19 Serangoon Garden, Hougang, Sengkang, Punggol
Job Type
Full-time
Experience
Mid
Category
General
Salary
$5,000 - $10,000
Posted
3 weeks ago
Expires
Apr 8, 2026
Views
1

Job Details

Vacancies

1 position

Experience Required

No experience required

Job Description

Job Highlights

· Build relationships with clients

· Career Advancement


Job Responsibilities

Acquire and manage a pool of clients’ investment portfolios

· Understand clients’ financial objectives and investment requirements

· Provide information and comparisons for clients to make informed decisions

· Building and maintaining long-term relationship with clients

· Developing own network with new and existing clients

· Assist clients on their wealth accumulation and protection needs

· Provide recommendation to help clients meet their financial goals and needs


Job Requirements (MAS)

· At least 21 years old

· A full certificate in GCE 'A' Level, International Baccalaureate Diploma qualification, Diploma awarded by a Polytechnic in Singapore or equivalent

· Driven and ambitious to succeed

· Highly Client-focused and people-oriented

· Candidates with sales & investment experience will be highly preferred.

· Candidates with experience will be considered for a senior role

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ALPHA WEALTH FINANCIAL ADVISERS PTE. LTD.

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