Professional Financial Strategist

4 weeks ago


Singapore Click and Connect Online Limited Full time

We are representing a leading International Wealth Management firm seeking an experienced and qualified Professional Financial Strategist to join their team in Singapore. As a key member of the team, you will be responsible for providing expert financial guidance to our clients, helping them to achieve their long-term financial objectives and secure their financial futures.

Key Responsibilities:

  • Build and maintain relationships with clients, offering personalized financial planning and investment advice
  • Conduct thorough financial assessments of clients' current situations and future goals
  • Develop and implement tailored financial plans, including wealth management, retirement, and tax planning strategies
  • Monitor clients' financial progress and adjust plans as necessary

The ideal candidate will possess industry-leading qualifications such as CFP or CFA, with a minimum of 5 years of experience as a Financial Advisor in the wealth management industry. A strong analytical mindset, excellent communication skills, and the ability to work independently and as part of a team are also essential.

The successful candidate will receive a competitive salary package, reflecting the company's commitment to attracting and retaining top talent. This includes a base salary of SGD $120,000 per annum, plus additional bonuses and benefits.

Our company offers a supportive and collaborative work environment, where employees can grow and develop their careers. If you meet the above requirements and are passionate about helping clients achieve their financial goals, we encourage you to apply for this exciting opportunity.



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