Private Wealth Planner

PLACEMENT PROFESSIONALS

Singapore, Singapore
Commission-based; salary range is average approxim...
Minimum diploma qualification
Proficiency in microsoft office tools
Strong attention to detail
This role offers structured training and development for individuals seeking a long-term career in wealth management without prior experience

Job Summary

  • This role offers structured training and development for individuals seeking a long-term career in wealth management without prior experience.
  • The position involves supporting client engagements by attending meetings, documenting insights, and managing post-meeting follow-ups.
  • Employees receive medical coverage, outpatient benefits, and discounts on investment and insurance products within a supportive work environment.

Matching Summary

Match Score: 85

This role offers structured training and development for individuals seeking a long-term career in wealth management without prior experience.

Salary

Commission-based; Salary range is average approximate based on past earnings; Not specified

Skills & Requirements

Must-have

  • Minimum diploma qualification
  • Proficiency in Microsoft Office tools
  • Strong attention to detail
  • Good interpersonal skills
  • Availability for standard office hours

Nice-to-have

  • Collaborative team-oriented mindset
  • Genuine interest in financial journey
  • Experience with presentation materials

Key Requirements

  • Minimum diploma qualification required
  • No prior financial knowledge needed as training provided

Work Rights

Not specified

Tailored Resume

Cover Letter