Senior Financial Planner

20 hours ago


Singapore beBeeFinancial Full time $48,000
Job Title:
Senior Financial Planner

Job Description:

We are seeking a highly skilled and experienced Senior Financial Planner to join our team. As a Senior Financial Planner, you will be responsible for providing expert financial planning advice to clients, helping them achieve their long-term financial goals.

You will work closely with clients to understand their unique financial needs and develop personalized financial strategies that cater to their specific requirements.

Key responsibilities of the Senior Financial Planner include:

  • Providing comprehensive financial planning advice to clients
  • Developing and implementing tailored financial plans that meet client objectives
  • Conducting regular reviews and updates of client financial plans
  • Collaborating with investment professionals to cultivate client relationships

The ideal candidate for this role will have:

  • Proficiency in English; additional languages are an asset
  • Diploma or degree and above in a related field (e.g., finance, economics)
  • Proven experience in financial planning and wealth management
  • Strong analytical and problem-solving skills
  • Excellent communication and interpersonal skills


Benefits:
Competitive salary and performance-based bonuses
Opportunities for career progression with continuous training and development
Yearly incentives included

Employment Type:
Full-time

Industry:
Finance and Sales
  • wealth planner

    2 weeks ago


    Singapore Alpha Wealth Financial Advisers Full time

    1 day ago Be among the first 25 applicants Get AI-powered advice on this job and more exclusive features. Alpha Wealth Financial Advisers is committed to providing personalized financial planning and investment management services to help our clients achieve their financial goals. We prioritize understanding our clients' goals, values, and aspirations to...


  • Singapore GLOBAL FINANCIAL CONSULTANTS PTE. LTD. Full time

    Global Financial Consultants (GFC) is one of Singapore’s most venerable and longest established wealth management and financial advisory businesses. Based in the heart of the financial district of Singapore, GFC is focused on providing a tailored and client-centric approach to help safeguard our clients’ financial future whilst guiding them on the path...


  • Singapore GLOBAL FINANCIAL CONSULTANTS PTE. LTD. Full time

    Global Financial Consultants (GFC) is one of Singapore’s most venerable and longest established wealth management and financial advisory businesses. Based in the heart of the financial district of Singapore, GFC is focused on providing a tailored and client-centric approach to help safeguard our clients’ financial future whilst guiding them on the path...


  • East Singapore Emprego SG Full time

    **Location** - Singapore, East**Job Type** - Full Time**Salary** - $4,000 - $6,000 Per Month**Date Posted** - 9 hours agoAdditional Details **Job ID** - 111175**Job Views** - 22Roles & Responsibilities This position forms part of the Asia Distribution Centre of Spirax Sarco Pte Limited. The Senior Planner position will be directly responsible for the Asia...


  • Singapore beBeeStrategic Full time

    Job Title: Strategic Financial PlannerJoin us in this exciting opportunity to drive strategic financial planning and analysis for our organization. As a key member of the finance team, you will play a critical role in providing dynamic and insightful analytics to inform business decisions.The ideal candidate will have a strong background in accounting,...

  • Financial Planner

    2 weeks ago


    Singapore Planners Full time

    Hey there, Financial Wizards! Are you looking for a thrilling new challenge? Look no further than our Financial Planner position! We are on the hunt for bright, hardworking, and approachable individuals who are ready to take the financial world by storm. As a Financial Planner, you will be taking a holistic approach to: - Manage your clients' financial...


  • Singapore beBeeFinancial Full time $80,000 - $120,000

    Job Title: Strategic Financial Planner At our organization, we are seeking a highly skilled and detail-oriented Strategic Financial Planner to join our team. As a key member of our finance department, you will play a critical role in supporting business success by providing financial insights, preparing reports, and collaborating with department heads. The...

  • Financial Planner

    3 days ago


    Singapore Manulife Financial Advisers Full time

    Are you an ambitious financial professional looking to elevate your career? Join us for professional and personal development while making a meaningful impact in the lives of our clients. Established in 1899, Manulife Singapore has been assigned an insurer financial strength rating of AA- with a stable outlook by S&P Global ratings. **Key...


  • Singapore MANULIFE FINANCIAL ADVISERS PTE. LTD. Full time

    Roles & ResponsibilitiesResponsibilities:Understand and address your clients' needs for income protection, savings and investments, healthcare, retirement, business continuity and estate distribution. Provide continual and extra-mile services and support to clients, assisting to achieve their financial needs through different stages of their lives. Acquire...

  • Senior Planner

    2 weeks ago


    Singapore Peak Ocean Pte Ltd Full time

    **Job Description & Requirements** The Senior Planner is part of the Project & Controls group under the Project Services department and seconded to work in designated projects and tenders. The Senior Planner should show initiative with a pro-active hands-on approach in his / her work. The Senior Planner is required to ensure that the planning and reporting...