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Careers in Financial Services

3 weeks ago


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

Financial Advisor Role:

The role of a Financial Advisor involves providing financial planning and advisory services to clients, including retirement planning and investment guidance. The advisor will be responsible for meeting with clients to assess their financial needs, developing tailored financial plans, advising on investment opportunities, and monitoring financial accounts to ensure they meet clients' goals.


Key Responsibilities:

  • Provide financial planning and advisory services to clients
  • Meet with clients to assess their financial needs
  • Develop tailored financial plans
  • Advise on investment opportunities
  • Monitor financial accounts

Qualifications:

Financial Planning and Financial Advisory skills are essential for this role. Experience in Retirement Planning and Investments is also required. A strong understanding of Finance principles, excellent interpersonal and communication skills, and the ability to work independently and as part of a team are also necessary. Relevant certifications such as Certified Financial Planner (CFP) are a plus.


Benefits:

This full-time role offers the opportunity to work with different companies, besides Income Insurance, like Singlife, Etiqa, FWD, Manulife, Raffles, Tiger Brokers, iFast, and many more. The role also involves staying updated on financial regulations and market trends to provide the best possible advice.


What We Offer:

We offer a competitive salary package, comprehensive training, and opportunities for career growth and development.