Career Opportunities in Financial Planning

2 weeks ago


Singapore beBeeWealth Full time $72,000 - $144,000
Job Description:

We are seeking a skilled Wealth Management Specialist to help affluent clients achieve their financial goals by providing comprehensive wealth management solutions.

This role involves working collaboratively with Wealth Advisors to gather client information and craft personalized strategies.

The successful candidate will be responsible for developing and implementing comprehensive wealth management plans, including Mortgage Advisory, Wills and Trusts, Insurance, and Investments.

A key aspect of this role is monitoring client portfolios and preparing reports summarizing investment performance.

Staying up-to-date on current financial news and wealth management best practices is also essential.



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