Senior Financial Planning Advisor

4 days ago


Singapore CareerVisors Full time

As a Senior Financial Planning Advisor with CareerVisors in Singapore, you will have the opportunity to work with individuals and businesses to provide personalized financial advice and tailored investment solutions.

About Us

CareerVisors is a leading financial services company based in Singapore that provides comprehensive financial planning, investment advisory, and wealth management services. Our team of experts is dedicated to helping clients achieve their financial goals through expert guidance and support.

Salary Estimate

The estimated salary for this role is around SGD 6,000 - SGD 10,000 per month, depending on experience and qualifications.

Key Responsibilities

Your key responsibilities as a Senior Financial Planning Advisor will include:

  • Assessing clients' financial situations to help them work towards their financial goals;
  • Providing advice on insurance to help companies and individuals plan for their financial futures;
  • Helping clients with financial planning in areas such as retirement, education, and investments;
  • Following up with clients to assess how developments in their life might affect their financial plan.
Requirements

To be successful in this role, you will need:

  • At least Diploma/A Levels qualification;
  • Excellent interpersonal and communication skills;
  • Ability to work independently and as a team player;
  • Strong analytical and problem-solving skills;
  • Proficient in Microsoft Office applications;
  • Be willing to take up examination to qualify to work as a financial consultant.
Benefits

We offer a range of benefits, including:

  • High commissions;
  • Hybrid work arrangements;
  • Flexible work hours;
  • Health insurance;
  • Career progression opportunities.


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