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Career Opportunities in Financial Services

2 weeks ago

Singapore beBeeFinance Full time $40,000 - $80,000
Senior Finance Professional

We are seeking a Senior Finance Professional to join our team. As a key member of our financial advisory team, you will be responsible for developing financial strategies tailored to clients' needs, providing insurance and financial advisory services, preparing financial summaries and investment reports, and building strong relationships with clients.

This is a fantastic opportunity for individuals to develop valuable skills and gain hands-on experience in the financial advisory industry. Our well-established firm offers a unique opportunity for students to gain essential skills and experience through tailored training programs.

Main Responsibilities:

  • Financial Strategy Development: Understanding clients' financial situations and devising strategies to cater to their needs.
  • Insurance and Financial Advisory: Providing holistic approach on insurance and financial planning in areas such as retirement, education, and investments.
  • Financial Analysis: Preparing and presenting financial summaries, investment reports, and income projections for clients.
  • Client Relationship Management: Building strong relationships through regular reviews to adapt clients' financial plans to life changes.
  • Client Networking: Establishing and growing a strong client base through networking and prospecting.

Requirements:

  • Polytechnic Diploma: Minimum Polytechnic Diploma in any discipline.
  • No prior experience required: No prior experience needed, as on-the-job training and mentoring are provided.
  • Strong interpersonal skills: Result-oriented and highly motivated individuals with strong interpersonal skills and a passion to serve.

Benefits:

  • Tailored training programs: Designed to equip you with CMFAS certifications and skills, under the guidance of dedicated managers.
  • Corporate financing scheme: Supporting you in the first 24 months of your career.
  • Attractive rewards and income structures: Make this role an exciting opportunity.

Mentorship from Success Stories:

  • Guided by mentors: Mentors who began their successful careers as students, ensuring you receive expert guidance and support.

Flexible Working Hours:

  • Suitable for students: With flexible working hours, allowing you to balance your academic commitments.