Financial Services Career Opportunity

7 days ago

Singapore beBeeInvestment Full time $80,000 - $120,000

Transform Lives with Our Financial Services Role

Job Overview:

We are seeking a highly motivated and ambitious individual to join our team as a Financial Services Professional. This is an exceptional opportunity for those looking to build a long-term career in the financial services industry.

About the Role:
  • Provide expert financial planning and investment advice to clients, helping them achieve their financial goals.
  • Take primary responsibility for client relationships, working closely with clients to fully understand their financial situations and requirements.
  • Collaborate with professionals to develop comprehensive financial roadmaps and ensure progress towards client objectives.
  • Conduct thorough financial needs analysis and provide tailored recommendations.
  • Stay up-to-date with industry developments through ongoing professional development and training.
Key Responsibilities:
  • Review and adjust client portfolios regularly to reflect changes in personal or financial circumstances.
  • Maintain accurate records of client interactions and update financial plans accordingly.
  • Develop and maintain strong relationships with clients, ensuring excellent customer service.
  • Work collaboratively with colleagues to achieve business objectives.
Benefits:

This role offers a unique opportunity for career growth and development, with comprehensive training and support provided for new hires. You will have the flexibility to manage your own time and work-life balance, while enjoying the autonomy to drive your own career success.

Requirements:
  • A relevant qualification, such as a GCE

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