Personal Financial Guidance Advisor

1 week ago


Singapore beBeeCustomer Full time $4,000 - $6,000
Financial Planning Specialist

This role involves engaging with clients through various channels, including visits and phone consultations, to deliver comprehensive financial planning guidance.

  • The successful candidate will develop and maintain a thorough knowledge of financial regulations to ensure strict compliance in all business activities.
  • They will consistently provide professional customer-centric experiences that uphold our service standards.
  • Key performance indicators outlined in our balanced scorecard must be met or exceeded.
  • Additional duties may be assigned by the manager or team leader.

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