Financial Planner

22 hours ago


Singapore SEARCH STAFFING SERVICES PTE. LTD. Full time
Roles & Responsibilities

Looking for driven candidates to join our client a leading financial institution as a Financial Planner and Transform the Future of Financial Advisory.


Responsibilities:

  • Assess Client’s financial situations and goals.
  • Offer tailored financial advice and wealth accumulation solutions to meet client’s unique needs.
  • Foster new business relationships while strengthening connections with current clients.
  • Stay updated on financial products, market trends and regulations to offer informed advice.

Requirements:

  • Minimum Diploma in any discipline.
  • Strong interpersonal and communication skills to build lasted relationships.
  • Organise and self-motivated and capable of working independently or within a team.
  • Compliance knowledge and professional certification (eg; CFA, CFP) are advantageous.
  • Open to candidates without relevant experience. (Training provided)

Benefits:

  • Flexible work arrangement and work life balance.
  • One to one mentorship and support.
  • Unlimited career progression opportunities
  • Attractive commissions, bonuses, incentives and rewards.
  • Leads provided.

Interested applicants, kindly send in a copy of your updated resume in WORD document to hr@searchstaffing.com.sgstating your current and expected remuneration together with notice period required to current employer.


EA License No: 12C6254 | EA Personnel Registration No: R1879665


Tell employers what skills you have

Financial Planning
Investments
Wealth Accumulation
Financial Acumen
Planner
Investment Management
Mentorship
Life Insurance
Communication Skills
Capital
Financial Advisory
Microsoft Word
Retirement
Financial Services
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