Financial Planning Executive
Fresh Graduates Welcome | Training Provided | Career Development Opportunities
Ready to kick-start your career in finance and build a future filled with opportunities?
We are looking for ambitious and motivated individuals to join our growing team as a Financial Planning Executive!
This role offers an opportunity to gain hands-on exposure to the financial services industry while developing valuable skills in financial planning, wealth management, client relationship management, and business development.
Whether you’re a fresh graduate or looking to explore a new career path, you’ll receive structured training and guidance to help you build your professional expertise.
What You’ll Do
- Engage with clients to understand their financial needs, priorities, and long-term goals
- Conduct financial needs analysis and support personalised financial planning discussions
- Introduce suitable financial products and wealth management solutions
- Build and maintain strong, long-term client relationships
- Assist with financial portfolio reviews, follow-ups, and documentation
- Develop new client relationships through networking and business development activities
- Stay informed about financial products, market developments, and industry trends
- Participate in structured training, mentorship, and professional development programmes
- Work closely with experienced professionals to strengthen financial planning and advisory skills
Who Should Apply?
- Diploma or Degree holders; fresh graduates are welcome
- Strong communication and interpersonal skills
- Confident and comfortable engaging with people
- Interested in the finance industry
- Self-motivated, proactive, and eager to learn
- Goal-oriented with a positive attitude
- Good analytical and problem-solving skills
- Enjoys building relationships and working with clients
- Able to work independently and as part of a team
- No prior financial services experience required — training will be provided
Why Join Us?
- Structured Training – Build a strong foundation in financial planning and wealth management
- Mentorship & Guidance – Learn from experienced industry professionals
- Career Development – Opportunities to grow professionally and take on greater responsibilities
- Industry Exposure – Gain practical experience in financial planning, client management, and wealth solutions
- Professional Growth – Strengthen your communication, analytical, and relationship management skills
- Supportive Environment – Be part of a collaborative and growth-oriented team
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To apply for this job please visit en-sg.whatjobs.com.
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