Expert Financial Planner

2 weeks ago

Singapore beBeeStrategist Full time $4,000 - $8,000

Job Title: Financial Strategist

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We are seeking a skilled Financial Strategist to join our team. In this role, you will be responsible for providing expert financial guidance to clients and helping them achieve their financial goals.

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Key Responsibilities:

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  • Conduct thorough client consultations to assess financial status and develop personalized financial plans\
  • Recommend suitable financial products and solutions based on clients' individual needs and risk appetite\
  • Develop and implement comprehensive financial strategies to help clients achieve long-term financial stability\
  • Stay up-to-date with market trends and regulatory changes to ensure clients receive the best possible advice\
  • Maintain accurate records of client interactions and financial plans\
  • Collaborate with colleagues to share knowledge and best practices
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Requirements:

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  • Degree in Finance, Business, or related field (entry level candidates welcome)\
  • Strong analytical and problem-solving skills\
  • Excellent communication and interpersonal skills\
  • Ability to work independently and manage time efficiently\
  • Proficiency in Microsoft Office or equivalent tools\
  • CMFAS certifications (M5, M9, M9A, HI, or equivalent) preferred
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Benefits:

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  • A competitive salary and benefits package\
  • Ongoing training and professional development opportunities\
  • The chance to work with a dynamic and supportive team\
  • Opportunities for career advancement and growth
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How to Apply:

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If you are a motivated and experienced Financial Strategist looking for a new challenge, please submit your application, including your resume and cover letter.

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