Expert Financial Guidance Specialist

6 days ago

Singapore beBeeFinancialAdvisor Full time $5,000 - $15,000
Financial Advisor Role

The primary objective of this position is to provide expert financial guidance and advice to clients. This involves conducting comprehensive financial assessments, analyzing income, expenses, investments, and long-term objectives, and developing tailored financial plans that address client needs and risk profiles.

The successful candidate will be required to:

  • Develop and implement effective investment strategies, savings plans, retirement strategies, and insurance solutions.
  • Conduct thorough reviews of client portfolios, making adjustments as necessary to ensure alignment with changing market conditions or client objectives.
  • Maintain up-to-date knowledge of financial products, market trends, and regulatory changes relevant to clients.
  • Communicate complex financial information clearly and provide ongoing education to clients.
  • Build and maintain strong relationships with clients through attentive, responsive service and regular communication.
  • Collaborate with other professionals (accountants, legal advisors, etc.) as needed to offer clients holistic solutions.

This is a permanent role, working Monday to Friday, 9am to 6pm, with flexible timing options available. The salary range for this position is $5,000 – $15,000 per annum.

Required skills and qualifications include:

  • Strong analytical and problem-solving skills.
  • Excellent interpersonal and communication skills.
  • Ability to work independently and as part of a team.
  • Proficient in Microsoft Office applications.
  • Minimum GCE A level qualification.
  • Open to candidates with no prior experience.

Interested applicants should email their detailed resume in MS Word format to zikry@successhrc.com.sg. Please ensure applications are no larger than 1Mb.

We thank all applicants for their interest and regret that only shortlisted candidates will be notified.

Tell employers what skills you have
Microsoft Office
Investment Strategies
Ability To Work Independently
Tax
MS Excel
Investments
Financial Assessments
Personal Financial Planning
Compliance
Financial Products
Communication Skills
Client Relationship Management
Financial Advisory
Team Player
Regulatory Requirements
Retirement

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