Financial Advisory Professional

2 weeks ago

Singapore beBeeFinancial Full time $80,000 - $120,000
Job Description

We are seeking a highly skilled Financial Advisory Professional to join our team. In this role, you will be responsible for providing expert financial guidance and advisory services to clients.

  • You will conduct thorough financial assessments to determine clients' objectives, risk tolerance, income, expenses, and assets.
  • You will offer strategic advice on investment products, insurance coverage, and estate planning tools to help clients achieve their financial goals.
  • You will implement and diversify clients' investment portfolios with stocks, bonds, unit trusts, and other assets.
  • You will perform market research to stay up-to-date with the latest financial trends and developments.

Benefits

  • Work in a collaborative and supportive environment with experienced professionals.
  • A clear career roadmap with personalized guidance from dedicated managers.
  • Competitive compensation packages and opportunities for growth and development.

Requirements

  • Possess a keen interest in financial planning and advisory.
  • Enjoy meeting clients and building strong relationships.
  • Be ready to undergo training and obtain necessary certifications required for the role.
  • Have a thirst for learning about markets and investments.
  • Demonstrate strong analytical and problem-solving skills.
  • Exhibit excellent communication and interpersonal abilities.

Skills Required

  • Financial Planning
  • Interpersonal Skills
  • Investments
  • Customer Engagement
  • Relationship Management
  • Wealth
  • Estate Planning
  • Banking
  • Retirement Planning
  • Financial Advisory
  • Customer Service

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