Financial Planning Specialist

1 week ago

Singapore beBeeFinancial Full time $40,000 - $80,000
Financial Planning Specialist

We are seeking a skilled Financial Planning Specialist to join our team. As a Financial Planning Specialist, you will be responsible for providing financial planning and advisory services to clients.

Your primary duties will include meeting with clients to assess their financial needs, developing tailored financial plans, advising on investment opportunities, and monitoring financial accounts to ensure they meet clients' goals.

To succeed in this role, you will need strong interpersonal and communication skills, as well as the ability to work independently and as part of a team.

The ideal candidate will have experience in retirement planning and investments, as well as a strong understanding of finance principles.

Key Responsibilities:
  • Develop and implement comprehensive financial plans for clients
  • Assess client financial needs and provide personalized recommendations
  • Monitor client financial accounts and make adjustments as needed
  • Stay up-to-date on industry trends and developments
Requirements:
  • Diploma or Bachelor's degree in Finance or related field
  • Relevant certifications such as Certified Financial Planner (CFP)
  • Excellent communication and interpersonal skills
  • Ability to work independently and as part of a team
Benefits:
  • Competitive salary and benefits package
  • Opportunities for professional growth and development
  • Collaborative and dynamic work environment

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