Vision Financial Group Hiring! Full Time Private Client Advisor | Career Switchers Welcome in - Ricebowl

About the Company

At Vision Financial, you’ll advise high net worth clients on wealth creation, wealth preservation and legacy planning.

About the Role

This is a premium role for people who want to be paid well and trained properly. You’ll earn a competitive base salary plus commission, with income that rises as your skills and client relationships grow. We’ll be honest. This job is demanding. You’ll hear “no” more than “yes,” especially at the start. That’s exactly why it pays well, and why we invest heavily in the people we bring in. If you want a well-paid career with serious mentorship behind it, apply and answer the screening questions.

Responsibilities

• Advise high net worth clients on wealth creation, wealth preservation and legacy planning.
• Build and manage client relationships.
• Work towards targets and handle frequent rejection, especially at the start.
• Build your own practice over time.
• Participate in certification and in-house training.
• Engage in one-to-one discussions with the founder as part of the process.

Required Skills

• Resilient and comfortable with targets.
• Polished, people-oriented and coachable.
• Ambitious about building your own practice.

Preferred Skills

• Wealth and legacy planning.
• Client advisory.
• Negotiation and relationship building.
• The confidence to sit across from successful people and add real value.
• Backgrounds from IT, law, MBA programmes and F&B management. What they share is drive, not a finance degree.

Pay range and compensation package

• High base salary plus commission.
• Income that rises as your skills and client relationships grow.

Additional Benefits

• Fully sponsored licensing exams.
• In-house training in advisory, client management and wealth planning.
• Direct mentorship from our founder: 30 years in the industry, CFP, MDRT Life Member, and Top Financial Planner in Singapore (2019).
• Exposure to high net worth client experiences, including on our own yacht.
• Profile assessment → one-to-one discussion with our founder → certification → in-house training.