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

SIMPLY WEALTH PTE. LTD.
a day ago
Posted datea day ago
N/A
Minimum levelN/A
ProductionJob category
ProductionJob Highlights
Job DescriptionRoles and Responsibilities
Benefits
Job Perks & Benefits
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.*
- 1 on 1 personalized mentorship
- working with a vibrant growing team
- Working towards personal set goals
- Basic Pay from $3000 to $8000 per month (not including commissions, overseas incentive trips, annual bonuses, incentives based on performance)
Job DescriptionRoles and Responsibilities
- Manage and Analyze client's financial portfolio
- Assist in helping clients accumulate and grow their finances
- Advise and recommend clients suitable financial plans and strategies based on their need
- Helping clients to build up retirement cash flow using DPMS strategies
Benefits
- Able to have good work-life balance
- Flexible working hours + WFH benefits
- 1 on 1 personalized mentorship
- Incentive Trips and Commission benefits*
- Regular training and personal development
- Establishment of allowance up to 24 months for successful candidates*
Job Perks & Benefits
- Modern Office Space - State-of-the-art facilities in prime location
- Flexible Work Arrangements - Hybrid work model with remote options
- Comprehensive Healthcare - Full medical and dental
- Competitive Salary - Based on experience + performance bonuses
- Career Development - Personalized growth plans and leadership training
- Generous Leave Policy - 14 days annual leave + birthday leave
- 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.*
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)