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Wealth Planner - (Basic from 3k to 8k/month + Incentive + Comm + Monthly Bonus)


SIMPLY WEALTH PTE. LTD.
a day ago
Posted date
a day ago
N/A
Minimum level
N/A
Full-timeEmployment type
Full-time
Job Highlights
  1. 1 on 1 personalized mentorship
  2. working with a vibrant growing team
  3. Working towards personal set goals
  4. Basic Pay from $3000 to $8000 per month (not including commissions, overseas incentive trips, annual bonuses, incentives based on performance)


Job DescriptionRoles and Responsibilities
  1. Manage and Analyze client's financial portfolio
  2. Assist in helping clients accumulate and grow their finances
  3. Advise and recommend clients suitable financial plans and strategies based on their need
  4. Helping clients to build up retirement cash flow using DPMS strategies

Benefits
  1. Able to have good work-life balance
  2. Flexible working hours + WFH benefits
  3. 1 on 1 personalized mentorship
  4. Incentive Trips and Commission benefits*
  5. Regular training and personal development
  6. Establishment of allowance up to 24 months for successful candidates*


Job Perks & Benefits
  1. Modern Office Space - State-of-the-art facilities in prime location
  2. Flexible Work Arrangements - Hybrid work model with remote options
  3. Comprehensive Healthcare - Full medical and dental
  4. Competitive Salary - Based on experience + performance bonuses
  5. Career Development - Personalized growth plans and leadership training
  6. Generous Leave Policy - 14 days annual leave + birthday leave
  7. Social Environment - Regular team events and celebrations

Find out more about us @ simplywealthsg.com

*Terms and Conditions apply, candidates need to meet qualifying criteria to access these benefits; Commissions and incentives are payable based on individual performance.*
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JOB SUMMARY
Wealth Planner - (Basic from 3k to 8k/month + Incentive + Comm + Monthly Bonus)
SIMPLY WEALTH PTE. LTD.
Singapore
a day ago
N/A
Full-time

Wealth Planner - (Basic from 3k to 8k/month + Incentive + Comm + Monthly Bonus)