Personal Wealth Planner

We are looking for motivated individuals to join us as Financial Wealth Planners. This full-time role is designed for individuals who are eager to learn, grow, and build a strong foundation in financial advisory. This career allows for flexibility without an income ceiling. If you are looking to be compensated for your merit, this is the place for you. You will receive structured training, mentorship, and hands-on exposure to holistic financial planning in a supportive team environment.
Key responsibilities
Financial Planning & Client Support
Support the delivery of holistic financial planning solutions covering protection, wealth accumulation, and legacy planning
Learn to conduct client fact-finding, needs analysis, and financial reviews under guidance
Assist in preparing financial proposals and advisory documentation
Build and maintain long-term client relationships through regular engagement
Business Development & Exposure
Participate in client engagement act...