Financial Strategist

8 hours ago


Singapore beBeeInvestment Full time $60,000 - $120,000

Job Title: Financial Strategist

We are seeking a highly skilled and motivated professional to join our team as a Financial Strategist.

  • The successful candidate will work closely with customers to understand their financial needs and provide tailored solutions to meet their goals.
  • Key responsibilities include analysing and providing bespoke investment solutions, managing periodic investment portfolios and insurance summaries, acquiring and servicing new and existing customers, attending professional certification classes and courses, and developing and implementing financial strategies for individuals and small businesses.

Requirements:

  • Minimum full A-levels or Local Polytechnic Diploma
  • Entry level with relevant background welcome

Working Hours: 5.5 days a week, Monday to Friday: 9am-6pm, Saturday: 9am-1pm

Location: Alexandra, Singapore


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