KL

Investment Planning Advisor

Kaptivate Llp

D03 Queenstown, Bukit Merah, Tiong BahruFull TimeS$8,000 – S$12,000/mo

Posted 8 Jul 2026

About this role

Investment Planning Advisor Build a Career with Purpose and Unlimited Grow Are you driven, ambitious, and looking for more than just a job? We are seeking motivated individuals to join our growing advisory team as an Investment Advisor, where you will help clients build wealth, protect their financial future, and achieve meaningful life goals through personalised financial planning and investment strategies. Whether you are a fresh graduate, a career switcher, or someone with sales or customer-facing experience, this opportunity offers a structured pathway into the financial advisory industry with comprehensive training and mentorship provided. What You’ll Be Doing Meet and engage with clients to understand their financial goals. Conduct financial needs analysis and portfolio reviews. Recommend suitable wealth accumulation and protection solutions. Build long-term relationships with clients. Stay updated on market and financial trends. Develop your own client portfolio through networking and referrals. Participate in ongoing training and professional development programmes. Who We’re Looking For Singaporean Minimum Local Diploma (Degree holders welcome) Strong communication and interpersonal skills Self-motivated with a positive attitude Ambitious and goal-oriented Willing to learn and grow in a performance-driven environment What You’ll Receive Comprehensive training and mentorship Flexible working arrangements High earning potential with no income cap Performance bonuses and incentives Clear career progression opportunities Supportive and collaborative team culture Professional development and industry certifications Why Join Us? We believe that success comes from mindset, consistency, and the willingness to grow. If you are someone who thrives on challenges, enjoys building relationships, and wants a career where your effort directly impacts your rewards, we would love to speak with you. Take the first step towards a rewarding career in wealth advisory and financial planning.

What they're looking for

Wealth ManagementPerformance ExpertInvestment AdvisoryMarket Trend Analysis

About Kaptivate Llp

Industry: Administrative & support services

Frequently asked questions

What does a Investment Planning Advisor at Kaptivate Llp do?

Investment Planning Advisor Build a Career with Purpose and Unlimited Grow Are you driven, ambitious, and looking for more than just a job? We are seeking motivated individuals to join our growing advisory team as an Investment Advisor, where you will help clients build wealth, protect their financi…

What skills does this Investment Planning Advisor role need?

Key skills for this role include Wealth Management, Performance Expert, Investment Advisory, Market Trend Analysis.

How much does a Investment Planning Advisor at Kaptivate Llp pay?

This role lists a salary of S$8,000 – S$12,000 per month.

Is this Investment Planning Advisor role remote, hybrid, or on-site?

The listing is based in D03 Queenstown, Bukit Merah, Tiong Bahru. Check the posting for remote or hybrid options.

How do I apply for this Investment Planning Advisor role?

You can apply directly on Kaptivate Llp's careers page. ApplyLah can tailor your résumé and cover letter to this exact role in seconds first.