jobs in SIMPLY WEALTH PTE. LTD.

Kerja Sepenuh Masa Financial Advisers, Gaji tinggi SGD 5,000 di SIMPLY WEALTH PTE. LTD. - Maukerja

Financial Advisers

SIMPLY WEALTH PTE. LTD.

Singapore

Kongsi
Simpan

Lokasi Kerja

  • Singapore

Penerangan Kerja

Tanggungjawab

Build a career helping people win with money

Great financial advisers aren’t born, they’re built. At Simply Wealth, we give you the structure, mentorship and client opportunities to grow from day one, whether you’re starting your first career, switching into something more meaningful, or bringing your sales skills to a profession where relationships pay off for years.

As a Financial Planner, you’ll help individuals and families grow, protect and plan their wealth for every stage of life.

What you’ll do

Meet clients and understand their goals, cash flow and concerns

Analyse their financial portfolios holistically and identify gaps

Advise on wealth accumulation, retirement planning and cash flow strategies (including DPMS)

Recommend suitable solutions across unit trusts, ETFs, structured notes, insurance and retirement plans

Build long-term relationships and support clients as their lives change

Learn and grow through mentorship, structured training and regular team coaching

Who we’re looking for

Fresh graduates:
You don’t need finance experience. If you’re curious, coachable and driven to build something of your own, we’ll teach you the rest.

Career switchers:
Bring your work experience, maturity and people skills. Teachers, engineers, executives and service professionals have all become strong advisers because they know how to listen and build trust.

Sales professionals:
If you can build rapport, handle objections and keep going after a “no”, you already have the foundation. Here you’ll apply those skills to advisory work built on long-term relationships and repeat referrals.

Requirements

Minimum diploma in any discipline (degree preferred)

Strong communication and interpersonal skills

Self-motivated, goal-oriented and eager to learn

Willingness to obtain the required MAS licensing (we guide you through it)

What you’ll get

Income and rewards

Basic salary plus commission, incentives and monthly bonuses

Establishment Allowance: up to 24 months of support for qualifying candidates

Overseas incentive trips and recognition for top performers

Training and mentorship

1-on-1 personalised mentorship and dedicated career development

Structured training on ETFs, structured notes and comprehensive financial planning

Leads and a client base provided so you can start building from day one

Career growth

A clear, defined path from consultant to leadership roles

Lifestyle and culture

Hybrid work arrangements and flexible hours

Full medical and dental coverage

A modern office in a prime location with a social, collaborative team and regular team events

About Simply Wealth

We believe great financial advisers are built, not just hired. Simply Wealth is a vibrant, growing and supportive team that invests in your success, because when you grow, our clients and our team grow with you.

About us

We specializes in High Net Worth solutions (HNW), Wealth Accumulation strategies, and comprehensive Insurance Protection.

We also excel in Legacy and Estate Planning, providing services like Will Writing, Trusts, and Lasting Power of Attorney (LPA) to safeguard your family’s future.

Additionally, we empower aspiring professionals with Career Development opportunities in the financial services industry.

Peringatan Penting

Jangan pernah kongsikan maklumat bank atau kad kredit anda semasa memohon pekerjaan. Elakkan membuat sebarang pembayaran atau mengisi survey yang tidak berkaitan. Jika ada yang mencurigakan, sila laporkan iklan pekerjaan ini segera.

Lebih Lanjut