
Career Opportunities as Senior Financial Strategist
2 days ago
The Senior Financial Strategist is a pivotal role that requires a strong passion for delivering exceptional client experiences. As a Senior Financial Strategist, you will be responsible for providing personalized financial guidance to clients and helping them achieve their life goals.
About You- You have a Bachelor's degree from a recognized university or a diploma from a local polytechnic.
- You are interested in financial planning or wealth management. Prior work experience is not a requirement.
- You enjoy interacting with people, are a good communicator, and able to conduct yourself professionally.
- You are willing to work on a flexible schedule that includes weekends.
- We provide attractive remuneration and a comprehensive benefits package.
- We offer structured training and on-the-job training to help you develop the skillsets you need for a career in financial planning and wealth management.
- We have digital capabilities that enable hybrid work, giving you the ability to work from anywhere.
Main Responsibilities:
- Providing personalized financial guidance to clients.
- Tailoring financial plans to meet each client's unique needs and requirements.
- BUILDING long-term relationships with clients.
Requirements:
- Bachelor's degree from a recognized university or a diploma from a local polytechnic.
- Interest in financial planning or wealth management.
- Ability to communicate effectively and professionally.
- Flexibility to work on weekends.
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