Personal Wealth Planner

Confidential| Date Posted: 1-Jul-2020
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Job Nature:
Position Level:
Entry Level, Experienced
'A' Levels, Diploma, Bachelor's / Honours

Job Description


  • Provide financial advice to clients based on their profile and needs
  • Build effective relationships with clients to maximise portfolio growth
  • Maintain and develop relationships with new and existing clients/key account holders
  • Conduct regular reviews with clients/key account holders to understand their needs


  • Minimum full certificate in GCE ‘A’ Level, International Baccalaureate Diploma qualification, diploma awarded by a polytechnic in Singapore or equivalent
  • Minimum of 21 years old
  • Candidates with or without experience may apply
  • We are open to accepting first career seekers


  • Clear career path with opportunities to lead teams
  • Opportunity to receive industry and company recognition
  • Continuous professional growth through a comprehensive training & development program