Senior Financial Strategist

5 days ago


Singapore Click and Connect Online Limited Full time
Job Description:

We are seeking an experienced Financial Strategist to join our team in Singapore. As a key member of our wealth management firm, you will be responsible for providing expert financial advice to clients and helping them achieve their financial goals.

About the Role:

  • You will work closely with clients to understand their current financial situation and future objectives.

  • You will develop and implement personalized financial plans that align with clients' goals, including investment, retirement, and tax planning strategies.

  • You will conduct thorough financial assessments and provide expert guidance to ensure clients' financial progress.

Requirements:

  • A minimum of 5 years of experience as a Financial Advisor in the wealth management industry.

  • Industry leading qualifications such as CFP, CFA, or other relevant certifications.

Benefits:

  • A competitive package including a salary range of SGD $100,000 - SGD $150,000 per annum, plus benefits.

  • The opportunity to work with a supportive and collaborative team in a dynamic environment.



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