High Net Worth Financial Advisor

2 weeks ago

Singapore beBeeFinancial Full time $80,000 - $120,000
Senior Financial Strategist Job Opportunity

We are seeking a highly skilled professional to join our team as a Senior Financial Strategist. The ideal candidate will have extensive experience in financial planning, wealth management, and investment strategies.

The successful candidate will be responsible for providing expert financial guidance to clients, building strong relationships, and developing client value proposition plans based on their financial data.

Key responsibilities include:

  • Analyzing client financial status and developing client value proposition plans
  • Building client relationships and providing expert financial guidance
  • Establishing relationships to ensure long-term retention of clients
  • Preparing and submitting recommendation documents to implement selected plans
  • Advising clients on appropriate investment products and services

Requirements include:

  • M5, M8, M8A, M9, M9A, HI (essential)
  • CHFC or CFP accredited (desired)
  • UK Financial Services qualifications (an advantage)

Skills and requirements:

  • A self-driven individual with passion to excel
  • Strong communication and interpersonal skills
  • Minimum 7 years' experience providing face-to-face financial advice
  • Strong knowledge of current market performance and investment strategies
  • Strong understanding of UK/European/Australian market knowledge including pension and tax ideally with a UK relevant financial services qualification

Benefits: This role offers a unique opportunity to work with high-net-worth individuals, develop client relationships, and achieve financial goals through the use of financial and wealth management solutions.

Ongoing Development: As a Senior Financial Strategist, you will have access to ongoing training and development opportunities to enhance your skills and stay up-to-date with industry developments.

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