Financial Planner Specialist

1 day ago


Singapore WARCHEST PTE. LTD. Full time

About Warchest PTE. LTD.

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Warchest PTE. LTD. is a leading company in the financial industry, dedicated to helping individuals achieve their long-term financial goals.

Salary:

The estimated salary for this role is around SGD 80,000 - SGD 120,000 per annum, depending on experience and qualifications.

Job Description

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We are seeking an experienced Financial Planner to join our team. As a Financial Planner, you will be responsible for creating personalized financial strategies for our clients, helping them to grow their wealth and secure their future.

Key Responsibilities:

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  • Develop and implement comprehensive financial plans for clients;
  • Conduct regular reviews and updates of client financial plans;
  • Analyze client financial data and provide recommendations for improvement;
  • Build and maintain strong relationships with clients;
  • Stay up-to-date with market trends and regulatory requirements;
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Requirements:

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  • Diploma/Degree in Local Polytechnic/Recognised University Institutes;
  • Excellent communication and interpersonal skills;
  • Strong passion for personal finance and helping others;
  • No prior experience required; training provided;
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Benefits:

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  • Competitive remuneration package;
  • Flexible working hours for work-life balance;
  • Comprehensive training and mentorship;
  • Opportunities for career growth and advancement;
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Tell Employers What Skills You Have:

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  • Wealth Management;
  • Sales;
  • Relationship Management Skills;
  • Financial Management;
  • Financial Planning;
  • Investments;
  • Customer Relationships;
  • Wealth Accumulation;
  • Wealth;
  • Private Banking;
  • Investment Management;
  • Mentorship;
  • General Insurance;
  • Written Skills;
  • Life Insurance;
  • Financial Advisory;
  • Health Insurance;
  • Retirement;
  • Financial Services;


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