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Senior Financial Strategist
1 month ago
At Cornerstone Advisers Pte. Ltd., a leading financial services provider backed by over 150 years of experience, we seek highly motivated individuals to join our team as Senior Financial Strategists. As part of the Prudential Assurance Group, we offer a comprehensive range of financial products and services designed to secure our clients' future and provide peace of mind.
Key Responsibilities
- Develop and implement tailored financial strategies for high-net-worth clients, ensuring their long-term financial goals are met
- Collaborate with cross-functional teams to design innovative solutions that cater to diverse client needs
- Conduct thorough risk assessments to identify opportunities for growth and optimize investment portfolios
- Provide expert guidance on wealth accumulation, retirement planning, and legacy planning
- Stay up-to-date with industry trends and developments to deliver cutting-edge advice to clients
Benefits and Career Advancement
We offer an attractive salary, commensurate with experience, ranging from SGD $80,000 to SGD $120,000 per annum. Additionally, you can expect:
- Competitive bonus structures and incentives for outstanding performance
- Opportunities for career advancement through our structured growth programs
- A dynamic work environment that fosters collaboration, innovation, and continuous learning
- Comprehensive training programs to enhance your skills and expertise in wealth management, financial planning, and investments
- Access to a network of experienced professionals who have achieved industry accolades
Requirements
To succeed in this role, you should possess:
- A strong educational background, including a full GCE 'A' Level certificate or equivalent qualifications
- Excellent communication and interpersonal skills to effectively engage with clients and colleagues alike
- A keen eye for detail and analytical skills to conduct thorough risk assessments and develop tailored financial strategies
- The ability to think critically and creatively to design innovative solutions that meet client needs
- A passion for ongoing learning and professional development to stay ahead in the field