
Senior Financial Strategist
3 days ago
Job Title: Senior Financial Strategist
About the RoleWe are seeking a highly skilled Senior Financial Strategist to join our team. As a key member of our strategy and wealth consulting team, you will work closely with clients to provide tailored financial solutions in a fast-paced environment.
The ideal candidate is a strategic thinker with a passion for helping clients achieve their financial goals. They possess strong analytical skills, excellent communication abilities, and a deep understanding of financial planning, investment strategies, and risk management.
Key Responsibilities- Provide comprehensive financial advice to clients, tailoring solutions to meet their unique needs and goals.
- Develop and maintain strong client relationships, ensuring a high level of customer satisfaction and trust.
- Conduct regular financial reviews to update clients' financial plans based on life changes and market conditions.
- Stay informed about industry trends, products, and regulations to provide the best advice.
- Participate in networking events and professional development workshops to enhance your skills and expand your professional network.
- Must be 21 years old and above.
- Singaporean or Permanent Resident (PR).
- Education: Minimum A-Levels, Local Diploma, or Degree.
- Experience: Prior experience in sales, and finance is a plus, but not required.
- Competitive Salary: $3,000 - $10,000/month.
- Plan Your Own Working Hours - Enjoy flexibility and work-life balance.
- Fast-Track Promotions & Overseas Incentives - Get rewarded for your hard work.
- Sponsorship for Industry Essential Exams & Upfront Business Support - We invest in your success.
- Mentorship from Experienced & Achieving Advisors - Learn from the best in the industry.
- Confident in engaging with people and sales.
- Driven by results, independence, and income scalability.
- Ready to build a sustainable and meaningful advisory career.
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