Financial Planner

Vision Advisory | Date Posted: 14-Nov-2018
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Job Nature:
Position Level:
Entry Level, Experienced
'A' Levels, Diploma, Bachelor's / Honours

Job Description

Vision Advisory... is a specialist financial planning group based in Singapore. Vision Advisory represents Manulife (Singapore) Pte Ltd and is led by Executive Director, Tony Cheng. Established in 2003, with a strong team of more than 50 fully qualified Financial Planners and Managers.

Our passionate and highly skilled team will tell you that a career with Vision Advisory is both rewarding and fulfilling. Our outstanding reputation as leaders in our field, having achieved Highest Growth of the Year in 2010, Top Branch of Year 2011 & 2012, Top Branch of the Year 2013 (Productivity) and our unparalleled training programmes, allow us to attract and recruit the very best talent. We invite you to learn more about our organisation and the opportunities open to you as a trainee Financial Planner, or perhaps for your next career move in this industry.

Our vision
To continue our growth as a sought-after financial planning agency and to be recognised as the most reputable, successful agency representing Manulife in Singapore.
Our training and support programme

The unique training culture at Vision Advisory will help you to acquire the knowledge and skills you need to be able to effectively investigate your clients’ financial aspirations, identify their financial needs and provide them with exactly the right products to fulfil their financial goals. Similarly, the programme will allow you to attain your career goals and realise your full potential.

We have a strong administration support system to assist our Financial Manager and Planners and as such, paperwork is kept to a minimum. Our client-facing Financial Planners will have more time to spend with clients, to attend training sessions and to concentrate on formulating financial strategies.

Rewards and recognition

Our attractive remuneration and incentive programmes are designed to reward you handsomely for your efforts. Entirely based on results, our reward schemes give you the opportunity to earn the income and recognition you desire. As a Financial Planner or a Manager, your income potential is limitless.

Our Motto : “Change Your Life, We Care”

Branch Past Achievements:

  • Top Branch of the Year (Productivity)                 – Y2013
  • Top Branch of the Year (Wealth Management)    - Y2013
  • 1st Runner-Up Director (A&H)                             - Y2013
  • Top Branch of the Year (NAC)                           -  Y2005, Y2011 & Y2012
  • Branch with Highest Growth of the Year              – Y2010
  • Excel Club (Director) – Titanium                         -  Y2010-Y2013
  • 1stRunner-Up Director (NAC)                             – Y2009,Y2010 & Y2013
  • 2ndRunner-Up Director (Cases)                          –Y2007
  • 2nd Runner-Up Director (Recruitment)                - Y2006
  • 1stRunner-Up Director (NAC)                             – Y2006
  • Star Excellence Awards Recipient                      – Y2005
  • Top Director of the Year (Recruitment)               - Y2005
  • Top Director of the Year (Cases)                       - Y2005 & Y2006
  • Director of the Year – Overall Winner                 –Y2005, Y2006 & Y2011
  • Leadership Awards – Platinum (Y2004-Y2013)

Kick-start your career as a Financial Planner
Unlimited Income Potential.  Unrivalled training programmes.

-Pre-Requisite : Tertiary; Singaporean/PR holder only

-Monthly Allowance up to $4,000 plus commission, incentives and bonuses.*

-Training provided with training allowance.

- Child Care subsidy*

-Monthly and Semi-Annual Bonuses*

- Cash incentives/ rewards for New Financial Planners

-Annual Overseas Conference*

-Comprehensive ongoing training program

-Special Performance Package for Experience Financial Planners/Managers/Bankers*

-Undergraduates are welcome to apply for our Apprentice Program.

*Subject to terms and conditions.

To arrange a confidential discussion, please contact:

Jym Ng

Senior Vice President

Vision Advisory Branch

Representing Manulife (Singapore) Pte Ltd. Reg No. 201435515N

H/P: 9488 8527



Ni Qide

Assistant Vice President

Vision Advisory Branch

Representing Manulife (Singapore) Pte Ltd. Reg No. 201435515N

H/P: 9430 0803


Company Overview
Vision Advisory