Career Path Advisor

2 weeks ago

Singapore beBeeInvestment Full time $60,000 - $150,000
Financial Services Consultant Job Description:

Our organization offers a comprehensive training program for financial planning and investment advice. We are seeking a skilled professional to provide expert guidance to clients in achieving their financial goals.

No prior experience is required, as we provide extensive training. This role is ideal for fresh graduates looking to build a long-term career.

  • Develop and execute sound financial needs analysis and recommendations.
  • Collaborate with tax, legal, and estate planning professionals to create a client's entire financial roadmap.
  • Review clients' portfolios regularly to determine if adjustments are needed due to personal or financial changes.
  • Provide exceptional client service and maintain strong relationships.
Required Skills and Qualifications:

Key qualifications include:

  • Proven expertise in financial planning and investment management.
  • Strong analytical and problem-solving skills.
  • Excellent communication and interpersonal skills.
  • Ability to work independently and collaboratively as part of a team.
Benefits:

As a Financial Services Consultant, you will enjoy:

  • A competitive compensation package.
  • Ongoing professional development opportunities.
  • A dynamic and supportive work environment.

Embark on an opportunity where you are the captain of your own career. Enjoy work-life balance since you manage your own time. Be the master of your fate, be the captain of your soul.

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