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Senior Financial Planning Professional

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Singapore beBeeFinancial Full time $90,000 - $120,000
Senior Financial Planning Professional

This role is for an experienced senior financial planning professional with a proven track record in wealth management and client relationships. You will be responsible for business development, managing existing client bases, and working closely with clients to develop comprehensive financial plans that align with their goals.

Key Responsibilities:
  • Business development and client relationship management
  • Developing personalized financial plans for high net worth individuals and families
  • Implementing investment strategies and tax planning
Requirements:
  • At least 10 years of experience in wealth management and client relationships
  • Strong understanding of investment products, wealth management strategies, and financial markets
  • Exceptional interpersonal and communication skills
  • Certifications such as CFP, CFA, CAIA, or Chartered Insurance Institute (CII)
  • Bachelor's degree in Finance, Business Administration, or a related field
Benefits:
  • A long-term commitment to Singapore
  • A transparent fee structure
  • The opportunity to work with a team of professionals in the industry