Total 32 job vacancies by Placement Professionals

Financial Services Consultant

$3000-5000

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 Senior variants of this role; please browse our Company Page to find out more.

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

(Entry 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

We are hiring driven individuals to join the Financial Advisory industry.

This position is suitable for:

• Fresh Graduates (Just graduated or graduating Jul-Dec 2026)
• Career Switchers / PMETs
• Executives & Professionals from adjacent industries (Sales, Marketing, Events, Client Servicing)
• Existing insurance or investment agents seeking better systems, support, and career progression

Jobscope

• Develope in-depth knowledge of the suite of financial products to advise clients and prospects accordingly.

• Scheduling meetings with clients to discuss their financial needs and goals

• Help client plans a roadmap towards financial security with their needs as the focus

• Developing and sustaining long-term relationships with clients
• Maintain the highest level of professionalism when interacting with clients and prospects

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

Financial Services Director

$12000-16000

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 variants of this role; please browse our Company Page to find out more.

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

(Senior Leadership | Business &People Development)

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 Director is a senior leadership role responsible for driving business strategy, advisor development, and long-term sustainability of the practice.

This position is suitable for:

• Existing agency leaders dissatisfied with limited support or growth
• Senior advisors seeking better systems, branding and scalability
• Leaders who value governance, structure and long-term legacy

Key Responsibilities

• Lead and grow a team of Financial Services Managers and Consultants
• Set strategic direction for recruitment, productivity and culture
• Develop scalable advisory systems and sustainable business practices
• Ensure strong governance, compliance and risk management
• Coach senior advisors to achieve consistent, ethical performance
• Represent the practice professionally in corporate and strategic partnerships

What We Are Looking For

• Strong leadership track record in insurance or financial services
• Ability to build and scale advisory teams
• Strategic thinker with hands-on execution capability
• High ethical standards and strong compliance awareness
• Passion for mentoring and long-term business building

Remuneration & Incentives

• Highly competitive director-level compensation structure
• Leadership overrides and long-term incentives
• Branding, marketing, and system support
• Opportunity to transition existing book with enhanced support
• Access to premium resources and elite leadership programmes

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

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 is for a Wealth Management Consultant, offering an entry point into the finance industry with a pathway towards managerial positions. The position focuses on client advisory, relationship building, and supporting clients in wealth accumulation and protection.
You will combine client acquisition, financial advisory, and relationship management, with a structured pathway towards certification and leadership development.

No prior experience is required, as structured training, mentorship, and certification support will be provided. Fresh graduates are encouraged to apply.

Key Responsibilities

• Acquire new clients through prospecting activities
• Assist clients with wealth accumulation and protection planning
• Build and maintain long-term client relationships
• Participate in financial planning discussions with managers

Requirements

• Minimum age of 21 years
• Local Diploma, A’ levels or Degree in any discipline
• Positive attitude and willingness to learn

Training & Career Development

• Coaching to complete 4 basic certifications required for financial advisory duties
• On-the-job training through joint-fieldwork sessions
• Structured mentorship programme
• Career progression pathway to manager within 2 years

Work Environment

• Supportive training environment
• Emphasis on work-life balance

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 (Investment), focused on helping clients achieve their financial goals through investment and insurance solutions. The position involves client acquisition, portfolio management, and long-term relationship building in a client-focused environment.

It offers a performance-driven career with structured development, mentorship, and opportunities to build recurring income.
This role combines client acquisition, advisory, and relationship management, with a strong emphasis on delivering investment solutions and maintaining long-term client trust.

Key Responsibilities

• Acquire clients through various prospecting strategies
• Review both prospective and existing client portfolios
• Propose tailored investment and insurance solutions based on client needs
• Manage and retain client relationships
• Respond to client enquiries in a professional manner
• Service and review financial portfolios to support long-term client engagement

Requirements

• A Diploma or Degree from a recognized institution in any field
• Strong communication and interpersonal skills
• A driven, entrepreneurial mindset with problem-solving ability
• Passion to make a meaningful impact
• Ability to work independently as well as in a team

Benefits & Development

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

My client is a leading wealth solutions platform offering bespoke services in Trust, Insurance, and Family Governance to ultra-high-net-worth individuals, families, and institutions. The firm is expanding its Singapore team with a Sales Director to drive growth across Southeast Asia.

The position focuses on developing the high net worth advisory business, building new distribution channels, and delivering tailored insurance and liquidity planning solutions. It is suited for an experienced Insurance Specialist with a strong track record in relationship management and business development.
This is a growth-focused role with a regional mandate, requiring the ability to build relationships, originate business, and deliver tailored solutions within a regulated environment.

Key Responsibilities

• Engage with clients and partners to build and maintain strong referral networks
• Develop a pipeline of new business opportunities through ongoing prospecting and partnerships
• Advise clients on insurance and liquidity planning, delivering customised solutions
• Ensure timely and accurate submission of documentation in line with internal controls and regulatory requirements
• Conduct regular reviews and provide ongoing servicing to policyholders
• Collaborate with internal teams on client meetings, servicing, and case preparation

Requirements

• A degree qualification and a valid MAS license
• At least 10 years of experience in sales or relationship management, preferably in insurance, private banking, or wealth advisory
• Strong communication and interpersonal skills to engage high-net-worth clients
• Ability to manage multiple priorities effectively while maintaining high service standards
• A proactive and disciplined approach to business development
• Fluency in English and Mandarin to support a regional client base

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

This role is with a well-established insurance broker firm that partners with private banks to deliver wealth preservation solutions to private banking clients. The position focuses on client acquisition, advisory, and relationship management within the insurance and financial services space.

You will work closely with clients and insurers to provide suitable coverage solutions while ensuring compliance with regulatory standards.
This role combines sales, advisory, and client management, requiring the ability to deliver tailored insurance solutions while maintaining strong partnerships with both clients and insurers.

Key Responsibilities

• Prospect for new business through sales and marketing activities, while identifying cross-selling opportunities
• Build and maintain relationships with clients, understanding their insurance needs
• Provide professional advice on insurance products and recommend appropriate solutions
• Ensure all activities comply with regulatory requirements and industry standards
• Collaborate with insurance underwriters to secure optimal terms and coverage for clients

Requirements

• A Bachelor's Degree in Business or Finance
• At least 5 years of experience in the banking and financial services industry
• Strong communication and interpersonal skills
• Good organisational ability with attention to detail
• Proven sales performance and ability to manage multiple clients and policies