Job description

Financial & Wealth Planning Associate (Income With Impact)

Want a career where success isn’t just about money?

We are expanding in the finance and wealth management sector, building a team that values:

• Doing well by doing good
• Paying it forward
• Mentorship & growth
• Winning together

We help families protect their future and grow their investments — while building our own financial success at the same time.

🎯 What You’ll Be Doing:

• Conducting financial planning discussions
• Advising clients on wealth protection & accumulation
• Reviewing and managing investment strategies
• Supporting families through different life stages
• Building long-term trusted relationships

Full training provided. No prior finance background required.

✨ What You’ll Enjoy:

• Attractive remuneration packages available for suitable candidates
• Overseas incentive trips ✈️
• Performance bonuses
• Team bonding & recognition events
• Flexible working hours
• Structured 3–5 year career roadmap
• Leadership opportunities for those ready to step up

✅ Requirements (Mandatory):

• 21 years old & above
• Singaporean or PR
• Minimum A’ Levels / IB Diploma / Diploma from Local Polytechnic
• Undergraduates graduating this year may apply

If you want to build success while helping others succeed - Apply Now!