Career Opportunity in Financial Planning

5 days ago


Singapore beBeeStrategist Full time $40,000 - $80,000

Financial Planning Career

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We are looking for a talented professional to join our team as a Financial Planner. This is an excellent opportunity for individuals who are passionate about helping clients achieve their financial goals.

As a Financial Planner, you will be responsible for providing comprehensive financial advice to clients, tailoring solutions to meet their unique needs and goals.

Key Responsibilities:

  • Develop and maintain strong client relationships, ensuring a high level of customer satisfaction and trust.
  • Conduct regular financial reviews to update clients' financial plans based on life changes and market conditions.
  • Stay informed about industry trends, products, and regulations to provide the best advice.
  • Participate in professional development workshops to enhance your skills and expand your professional network.
  • Collaborate with team members to achieve collective goals and drive growth.

Requirements:

  • Must be 21 years old and above.
  • Singaporean or Permanent Resident (PR).
  • Education: Minimum A-Levels, Local Diploma, or Degree.
  • Prior experience in sales, and finance is a plus but not required.


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