Total 2 Director/C-Level Customer Service / Call Centre job vacancies

Our Financial Planning Partner is seeking high-calibre professionals ready to transition from traditional sales into a sophisticated wealth management practice. Our Financial Planning partner offers a unique multi-provider ecosystem, empowering you to provide truly unbiased, holistic advice by leveraging solutions from a wide array of leading financial institutions.

You will be guided through a Structured HNW Pathway designed to sharpen your advisory capabilities and expand your reach into the High-Net-Worth and Business segments. Supported by veteran mentorship and cutting-edge digital infrastructure, this is your opportunity to build a sustainable, equity-owning practice within a global framework.

Key Responsibilities

• Strategic Advisory: Deliver professional, needs-based financial planning to individual and corporate clients.
• Portfolio Management: Build and nurture long-term client relationships through bespoke wealth protection, accumulation, and legacy solutions.
• Digital Practice: Utilizing proprietary digital ecosystem with an active lead flow support to scale your client base effectively.
• Competency Excellence: Stay at the forefront of market trends and regulatory changes through our structured continuous learning programs.

What They Look For

• The Entrepreneur: Self-disciplined individuals who view this as building a long-term business.
• The Communicator: Professionals with strong interpersonal skills who can translate complex financial concepts into actionable advice.
• The Career Switcher: We welcome individuals from Banking, Real Estate, or Corporate Sales or Fresh Grads who are looking for a more sustainable and rewarding career path.

Requirements

• Minimum Qualification: GCE A-Level, IB Diploma, or a Polytechnic Diploma/Degree in any discipline (MAS Regulatory Requirement).
• Residency: Due to licensing and regulatory requirements, applicants must be Singapore Citizens or Permanent Residents.

Remuneration & Strategic Benefits

• Transition Support: Monthly Allowance of up to $6,000, * complemented by tiered commissions, incentives, and performance-based bonuses.
• Experienced Pro Track: Enhanced Performance Packages specifically designed for Bankers, Experienced Financial Consultants, and Agency Leaders.
• The Multi-Brand Advantage: Access a wide suite of products from various providers to offer truly unbiased solutions to your clients.
• Resource Ecosystem: Benefit from in-house specialist support, professional legal/tax partnerships, and cutting-edge advisory technology.
• Incentives: Qualification for Annual Overseas Conferences and global industry accolades * Qualification for overseas conferences is subject to meeting the conference criteria
• Work-Life Integration: Enjoy a flexible schedule that empowers you to manage your professional and personal life.

Please send your resume to genevieve@recruitingtalents.sg, shortlisted candidates will be notified.

We are committed to fair and merit-based employment practices. All applicants will be considered based on qualifications, skills, and experience, regardless of age, gender, race, religion, marital status, or family responsibilities.

About the role

Our Financial Planning partner is seeking individuals who are motivated and committed to long-term career growth in financial advisory industry. Successful candidates will be guided through a structured development pathway to strengthen advisory capabilities, build a sustainable client base, and progressively expand into the high-net-worth and business markets, subject to performance and regulatory requirements, supported by experienced mentorship, advanced technology, and a proven advisory platform.

Key Responsibilities

• Provide professional financial planning and advisory services to individual and business clients
• Build and manage long-term client relationships through personalised solutions
• Leverage digital tools and marketing support to generate and nurture leads
• Continuously upgrade product knowledge and advisory competencies

What We Look For

• Strong interpersonal and customer service skills
• Self-driven, disciplined, and committed to long-term career growth
• Strong entrepreneurship spirit

Requirements

• Minimum qualification of GCE A-Level, Diploma, or Degree in any discipline
• Due to regulatory and licensing requirements, applicants must be Singapore Citizens or Permanent Residents

Remuneration & Benefits

• Monthly Allowance of up to $6,000 plus commission, incentives and bonuses* Commission, incentive and/or bonuses are subject to your performance
• Annual Overseas Conferences* Qualification for overseas conferences is subject to meeting the conference criteria
• Exclusive holistic training in-house to develop competency
• Exclusive in-house partnerships with other professionals
• Special Performance Package for Bankers / Experience Financial Services Consultants /Agency Leaders.
• Access to digital advisory tools and client management platforms
• Work life balance with flexible working hour
• Excellent career pathway to achieve your career aspirations

Please send your resume to genevieve@recruitingtalents.sg, shortlisted candidates will be notified.

We are committed to fair and merit-based employment practices. All applicants will be considered based on qualifications, skills, and experience, regardless of age, gender, race, religion, marital status, or family responsibilities.