Financial Strategist

7 days ago

Singapore beBeeInvestment Full time $80,000 - $150,000
Job Title:

A Financial Strategist

", "Job Description:

We are seeking a highly skilled and motivated individual to join our team as a Financial Strategist. As a key member of our organization, you will be responsible for delivering expert investment strategies to clients, conducting regular reviews to assess the progress of clients' investments, and understanding unit trust investments, bonds, and equities.

", "Key Responsibilities:
  • ", "
  • Deliver expert investment strategies to clients.", "
  • Conduct regular reviews to assess the progress of clients' investments.", "
  • Understanding of unit trust investments, bonds, and equities.", "
  • Identify market trends and implement winning sales strategies.", "
  • Manage client investment portfolios.", "
  • Provide comprehensive investment advice.", "
  • Propose solutions and planning for client investment needs.", "
", "Requirements:

To be successful in this role, you must possess the following skills and qualifications:

", "
  • ", "
  • Be at least 21 years old.", "
  • Possess a minimum A-levels/Diploma from a recognized institution.", "
  • Have excellent communication and interpersonal skills.", "
  • Ability to work with a diverse group of people.", "
  • Candidates with client servicing experience will have an added advantage.", "
", "Benefits:

We offer a dynamic environment where your expertise is valued and your contributions make a real impact. Join us and take your career to new heights as part of a team dedicated to delivering exceptional investment solutions and fostering lifelong relationships.

", "What We're Looking For:

Self-motivated, confident, and positive individuals who are passionate about delivering exceptional investment solutions.

", "How to Apply:

If you have a proven track record in investment management and a commitment to excellence, we want to hear from you.

"],

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