Expert Advisor

2 weeks ago


Singapore beBeeFinancial Full time $7,000
Senior Financial Consultant

We are seeking a skilled professional to fill this key role. This position involves conducting thorough financial assessments and providing expert advice on insurance and financial planning.

The ideal candidate will possess exceptional interpersonal and communication skills, as well as the ability to work independently and collaboratively with colleagues.

Key Responsibilities:

  • Conduct comprehensive financial assessments to help clients achieve their goals.
  • Provide expert advice on insurance to aid individuals and companies in planning for their financial futures.
  • Offer guidance on financial planning in areas such as retirement, education, and investments.
  • Follow up with clients to assess how changes in their life may impact their financial plan.

Requirements:

  • No prior experience required
  • Diploma or higher degree
  • Excellent analytical and problem-solving skills
  • Proficient in Microsoft Office applications

Bonus Skills:

  • Wealth Management
  • Financial Planning
  • Investments
  • Effective Communication

About This Role:

This is an exciting opportunity for a talented individual to make a meaningful contribution to our organization. If you have a passion for finance and a desire to deliver exceptional results, we encourage you to apply for this challenging and rewarding role.



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