Total 11 job vacancies by Placement Professionals

Financial Services Manager

$10000-18000

To apply or find out more, please contact

Leong Jia Wei

(Reg No: R25157456) on 

WhatsApp

+65 80358497

or email

jiawei@placement.com.sg

I also carry more Junior and Senior variants of this role; please browse our Company Page to find out more.

https://www.mycareersfuture.gov.sg/companies/placement-professionals-53226217D

(Mid–Senior Level | Team Leadership & Advisory Growth)

NB. This role is a Commission-based role; the Salary Range I included is an average approximate based on past teammates’ earnings.

Role Overview

The Financial Services Manager role is designed for experienced advisors or sales professionals ready to take on leadership,mentorship, and business-building responsibilities, while continuing to maintain a personal advisory portfolio.

This role is ideal for:

• Advisors with 2–5 years experience in insurance or investment sales
• High-performing sales professionals seeking structured leadership pathways
• Career switchers with proven team management experience

Key Responsibilities

• Manage and mentor a team of Financial Consultants
• Drive team productivity, professionalism, and compliance standards
• Conduct coaching sessions, case discussions, and performance reviews
• Support recruitment, onboarding, and development of new advisors
• Maintain own client portfolio and advisory responsibilities
• Ensure adherence to governance, risk management, and regulatory standards

What We Are Looking For

• Proven sales performance and client management track record
• Strong leadership, coaching, and people-development skills
• High integrity with strong governance mindset
• Able to balance personal production and team development
• Determined, resilient, and growth-oriented

Remuneration & Career Progression

• Competitive managerial commissions and overrides
• Performance-based incentives
• Structured leadership development programme
• Clear pathway to Financial Services Director
• Potential earnings: 200%–300% of past 3-year income, subject to performance

By applying, you consent that the contents of your CV and answers in the form will be processed for the purpose of job matching.

To apply or find out more, contact

Leong Jia Wei

(Reg No: R25157456) on 

WhatsApp

+65 80358497

or email

jiawei@placement.com.sg

I also carry more Junior and Senior variants of this role; please browse our Company Page to find out more.

https://www.mycareersfuture.gov.sg/companies/placement-professionals-53226217D

NB. This role is a Commission-based role; the Salary Range I included is an average approximate based on past teammates’ earnings.

Overview

This role is for a Wealth Manager based in Singapore, focusing on delivering financial planning, investment management, and long-term wealth strategies for clients. The position involves advising individuals on portfolio structuring, insurance solutions, and asset growth, protection, and transfer.

It is suitable for both experienced candidates and fresh graduates, with mentorship provided to support development in the role.

This role combines financial advisory, portfolio management, and client relationship management, with a focus on delivering practical and structured wealth solutions.

Key Responsibilities

• Provide financial planning services tailored to individual client needs
• Recommend investment opportunities and manage diversified portfolios
• Develop and implement long-term wealth strategies
• Analyse client risk profiles and align solutions accordingly
• Advise on insurance solutions as part of overall financial planning
• Support clients in achieving their financial goals through ongoing engagement

Requirements

• A Bachelor’s degree in Finance, Economics, Business Administration, or a related field
• Knowledge of Financial Planning, Investment Management, and Investments
• Understanding of Finance and Insurance concepts
• Strong interpersonal, communication, and client relationship management skills
• Ability to work in a team and manage priorities effectively

Career Development

• Mentorship and training provided, including for fresh graduates
• Exposure to financial planning, portfolio management, and client advisory

To apply or find out more, contact
Leong Jia Wei

(Reg No: R25157456) on 

WhatsApp

+65 80358497

or email

jiawei@placement.com.sg

I also carry more Junior and Senior variants of this role; please browse our Company Page to find out more.

https://www.mycareersfuture.gov.sg/companies/placement-professionals-53226217D

NB. This role is a Commission-based role; the Salary Range I included is an average approximate based on past teammates’ earnings.

Overview

This role is for a Wealth Manager responsible for delivering sound insurance and financial advice by assessing clients’ needs and providing holistic advisory services. The position involves building long-term client relationships while developing tailored financial strategies.

You will be part of a mentorship programme and utilise fintech solutions, including artificial intelligence, to support client engagement and solution delivery. High-performing individuals with leadership potential may be fast-tracked into management roles.

This role combines client acquisition, financial advisory, and relationship management, supported by technology-driven tools and a structured development pathway.

Key Responsibilities

• Acquire clients through various prospecting strategies
• Participate in business development activities related to Financial Planning
• Review and assess prospective and existing client portfolios
• Recommend suitable investment and insurance solutions based on client needs
• Manage client relationships and support long-term retention

Requirements

• Meet minimum age requirement as per MAS guidelines
• A Diploma or Bachelor’s Degree
• Strong communication and interpersonal skills

Benefits & Development

• Competitive compensation package
• Incentive trips from company and partners
• Access to fintech tools and artificial intelligence solutions
• Structured mentorship and professional development
• Flexible working schedule

To apply or find out more, contact

Leong Jia Wei

(Reg No: R25157456) on 

WhatsApp

+65 80358497

or email

jiawei@placement.com.sg

Overview

This role involves providing financial guidance and advisory services to clients, helping them achieve their financial goals and long-term security. You will work in a client-focused environment, building relationships while delivering investment and insurance solutions.

The position offers opportunities to develop a recurring income stream and grow within a structured mentorship and professional development framework.

It combines client acquisition, financial advisory, and relationship management, with an emphasis on long-term client engagement and income growth.

Key Responsibilities

• Acquire clients through various prospecting strategies
• Review and assess prospective and existing client portfolios
• Propose investment and insurance solutions tailored to client needs
• Manage client relationships and support retention
• Respond to customer enquiries in a professional manner
• Service and review financial portfolios to maintain long-term relationships

Requirements

• A Diploma or Degree from a recognized institution in any field
• Strong communication and interpersonal skills
• A driven and entrepreneurial mindset
• Ability to think creatively and solve problems
• Motivation to work independently as well as collaboratively in a team
• Passion to make a difference

Benefits & Development

• Competitive compensation package (Monthly allowance + Commission + Incentives + Quarterly Bonus + Year End Bonus)
• Incentive trips
• Opportunity to build recurring income
• Professional development and mentorship

To apply or find out more, contact

Leong Jia Wei

(Reg No: R25157456) on 

WhatsApp

+65 80358497

or email

jiawei@placement.com.sg

Overview

This role sits within Personal Financial Services, focusing on delivering banking and investment solutions that help customers better manage and grow their finances. The position involves understanding customer needs, providing advisory services, and promoting responsible saving and investment practices.

You will work across multiple channels, including the Bank’s branch network, tele-consulting, and referrals, to drive sales and build long-term customer relationships.
Combine financial advisory, sales, and relationship management, with an emphasis on compliance and delivering customer-focused banking solutions.

Key Responsibilities

• Understand customers’ financial needs and provide timely advice and recommendations
• Promote and cross-sell consumer banking and investment products, including insurance, structured deposits, and unit trusts
• Build and deepen relationships with both new and existing customers
• Ensure proper advisory procedures and maintain accurate documentation in line with the Bank’s internal policies and regulatory requirements
• Leverage the Bank’s branch network, tele-consulting, and referrals to meet and exceed individual sales targets

Requirements

• A recognised degree or diploma in a relevant field
• Strong interpersonal and communication skills
• Ability to work independently with resourcefulness
• Drive and initiative to succeed in a fast-paced environment
• Flexibility to accommodate extended working hours

To apply or find out more, contact

Leong Jia Wei

(Reg No: R25157456) on 

WhatsApp

+65 80358497

or email

jiawei@placement.com.sg

Overview

This role is for a Wealth Management Consultant focused on helping clients grow and protect their wealth through tailored financial strategies. You will provide advisory services across investments, insurance, and retirement planning, supporting clients in achieving long-term financial goals.

The position suits individuals with an entrepreneurial mindset who are looking to build a client base while delivering comprehensive wealth management solutions.

Key Responsibilities

• Provide tailored wealth management solutions to support asset growth and protection
• Recommend a wide range of financial products, including investments, insurance, and retirement solutions
• Advise clients on investment strategies to achieve long-term financial objectives
• Build and maintain strong client relationships through consistent engagement and service
• Develop and present risk management and protection strategies to safeguard client wealth

Requirements

• Strong communication and interpersonal skills
• Ability to adapt in a fast-paced environment and willingness to learn
• Minimum of A Levels, Local or IB Diploma
• CMFAS certificates or relevant financial qualifications are advantageous

Work Environment & Benefits

• Flexible working arrangements, including work-from-home options
• Ability to manage your own schedule
• Supportive and collaborative team environment
• Access to mentorship, tools, and industry resources
• Opportunity to be dual-licensed to provide both investment and insurance solutions

To apply or find out more, contact

Leong Jia Wei

(Reg No: R25157456) on 

WhatsApp

+65 80358497

or email

jiawei@placement.com.sg

Overview

This is a permanent role with a Local Bank in Singapore within the Retail and Personal Financial Services function. The position focuses on delivering financial solutions to Personal and Business Banking customers, helping them manage their finances and achieve their financial goals.

As a Personal Wealth Executive, you will provide financial advisory to mass-market customers, combining client engagement, product advisory, and sales execution. The role includes a structured training program and is open to Diploma / Degree Graduates without relevant work experience or certifications in wealth management.

Key Responsibilities

In this role, you will:

• Provide financial advisory and investment solutions aligned with clients’ financial planning needs
• Build and deepen relationships with assigned clients
• Deliver banking solutions across deposits, insurance, loans, and investment products
• Create positive and consistent banking experiences for customers
• Leverage the Bank’s network to achieve individual sales targets
• Ensure accurate execution of sales processes and documentation
• Adhere to the Bank’s internal policies, business processes, and regulatory requirements (e.g. FAA and other statutory Acts)

Requirements

To be considered for this role, you should have:

• A recognised university degree
• A results-oriented, dynamic, and self-driven mindset
• Ability to engage and manage both internal and external clients
• Proven ability to achieve sales targets
• Resourcefulness and ability to work with minimal supervision

Training & Career Development

• Structured training program provided
• Exposure to front line sales and financial advisory
• Opportunities for fast track career progression

To apply or find out more, contact

Leong Jia Wei

(Reg No: R25157456) on 

WhatsApp

+65 80358497

or email

jiawei@placement.com.sg

Overview

This role focuses on delivering wealth and financial solutions to both B2B and B2C clients, with an emphasis on building and managing Mass Affluent and HNW Clients. You will be responsible for developing client portfolios, providing advisory services, and establishing long-term relationships.

The position offers a combination of fixed allowance, uncapped commission, and lifetime passive income, supported by structured training and mentorship.
Combine advisory, sales, and relationship management, with a strong emphasis on building a scalable client base and long-term income streams.

Key Responsibilities

• Provide wealth & financial solutions for B2B and B2C clients
• Grow, build, and manage relationships with Mass Affluent and HNW Clients
• Support business succession and valuation planning
• Manage investment portfolios and handle estate planning and execution
• Develop risk and wealth management strategies tailored to clients
• Establish and maintain long-term client relationships

Requirements

• SG and PR only
• A Level, IB, Polytechnic Diploma, Degree or higher in any field
• Preferably at least 1 year of experience in the financial industry
• Strong drive to succeed and willingness to build a business
• Suitable for mid-career switchers seeking flexibility in income and time

Experienced candidates in the financial services sector are welcome to apply, with transition allowances provided.

Compensation & Incentives

• Up to $6000 fixed monthly allowance
• Uncapped commission
• Lifetime passive income
• Fully sponsored certifications
• Annual convention trips for qualifiers

Training & Support

• 1:1 mentorship guidance
• Comprehensive training programme by experienced leaders
• Business development and digital support for client acquisition

Work Environment & Career Progression

• Flexible working arrangements, including work-from-home options
• Team-based incentives and overseas learning conferences
• Career progression opportunities to become a team lead within 1–2 years

To apply or find out more, contact

Leong Jia Wei

(Reg No: R25157456) on 

WhatsApp

+65 80358497

or email

jiawei@placement.com.sg

Overview

This role is for a Client Advisor – Southeast & North Asia within a Multi-Family Office / External Wealth Manager. The position focuses on managing and growing relationships with high-net-worth clients, while delivering tailored portfolio advisory solutions.
The role combines client acquisition, relationship management, and investment advisory, with a strong emphasis on compliance and collaboration within a Multi-Family Office / External Wealth Manager platform.

It is suited for experienced professionals from Private Banking or Wealth Management seeking a more entrepreneurial environment with regional and global exposure.

Key Responsibilities

• Leverage your network to onboard high-net-worth clients and continuously develop new relationships
• Work closely with the investment team to provide portfolio advisory aligned with client profiles and financial goals
• Collaborate across branches and business units to generate referrals and identify business opportunities
• Ensure all client interactions and transactions comply with regulatory and internal compliance standards
• Maintain high standards of professionalism and integrity in client servicing

Requirements

• A degree in Finance, Business, or a related discipline
• At least 5 years of experience in Private Banking or Wealth Management
• Strong interpersonal and communication skills with a client-centric approach
• Good organisational skills with attention to detail and ability to manage multiple clients
• Relevant MAS certifications

To apply or find out more, please contact

Leong Jia Wei

(Reg No: R25157456) on 

WhatsApp

+65 80358497

or email

jiawei@placement.com.sg

I also carry more Junior and Senior variants of this role; please browse our Company Page to find out more.

https://www.mycareersfuture.gov.sg/companies/placement-professionals-53226217D

NB. This role is a Commission-based role; the Salary Range I included is an average approximate based on past teammates’ earnings.

Overview

This opportunity is for Wealth Managers to join a leading international financial group in Singapore. The role focuses on providing financial advisory services while building and managing a personal client portfolio.

It is suited for individuals seeking a flexible, performance-driven career with structured training and long-term growth potential, including leadership pathways.

Key Responsibilities

• Advise individuals and families on wealth, protection, and retirement planning
• Develop tailored financial solutions based on clients’ needs and goals
• Build and manage your own client portfolio over time
• Maintain ongoing client relationships through regular reviews and engagement
• Participate in training, mentorship, and development programmes

Requirements

• Strong communication and interpersonal skills
• A self-driven and people-oriented mindset
• Willingness to learn and develop in the financial advisory field

No prior experience is required. This role is open to career switchers and individuals seeking greater flexibility and autonomy.

Compensation & Career Development

• Uncapped commission structure with additional bonuses
• Full training and sponsorship for required certifications
• Clear progression into leadership or specialist roles
• Flexible working hours with an entrepreneurial workstyle

To apply or find out more, please contact

Leong Jia Wei

(Reg No: R25157456) on 

WhatsApp

+65 80358497

or email

jiawei@placement.com.sg

I also carry more Junior and Senior variants of this role; please browse our Company Page to find out more.

https://www.mycareersfuture.gov.sg/companies/placement-professionals-53226217D

(Entry–Mid Level | Fresh Graduates,Career Switchers, Sales Professionals)

NB. This role is a Commission-based role; the Salary Range I included is an average approximate based on past teammates’ earnings.

Overview of the Position

This role is for a Wealth Solutions Development Manager within an established global financial organisation. The position focuses on managing client portfolios, delivering tailored investment solutions, and building a team to support business growth.

It offers a structured career path with opportunities for advancement, and is open to both entry-level candidates and individuals transitioning into the financial services industry.
You will receive continuous training and exposure to investment products and market insights, supporting your progression into more senior roles and leadership responsibilities.

Key Responsibilities

• Conduct portfolio reviews and analyses to align financial solutions with client objectives
• Manage and service client investment portfolios
• Prepare financial reports and monitor market trends to identify risks and opportunities
• Coordinate with internal stakeholders to execute investment strategies and client requests
• Participate in investment meetings and training sessions with fund managers and product providers
• Ensure all activities comply with regulatory requirements and internal policies
• Build and develop a team of associates over time

Requirements

• A diploma or degree in Finance, Economics, Business, or a related field (or equivalent)
• Strong communication and interpersonal skills
• Ability to manage multiple tasks and priorities effectively
• Minimum age of 21 years

Compensation & Benefits

• Base salary ranging from $4,000 to $12,000
• Additional commissions and quarterly bonuses
• Structured career progression with fast-track opportunities
• Ongoing training and development, including sessions with fund managers
• Standard working hours (Monday to Friday)