Financial Planning Specialist

2 weeks ago

Singapore beBeeInvestment Full time $40,000 - $1,000,000
Financial Planning Specialist

We are seeking a skilled professional to join our team as a Financial Planning Specialist.

As a key member of the financial services team, you will be responsible for providing expert advice on investment strategies and developing personalized plans tailored to clients' needs and risk profiles.

  • Develop in-depth knowledge of financial planning principles
  • Provide bespoke investment advisory services
  • Collaborate with cross-functional teams to deliver seamless end-to-end solutions
  • Build lasting relationships based on trust and value

This role offers unparalleled opportunities for growth and development, with business management training and 1-to-1 coaching from award-winning mentors.

To succeed in this role, you should have a strong educational background, excellent communication skills, and a willingness to learn and adapt. Prior experience in finance is not necessary, but a strong desire to succeed is essential.

Key Requirements:

  • Diploma or 'A' Level qualification
  • Excellent interpersonal skills
  • Resilience and coachability

What We Offer:

  • Business management training
  • 1-to-1 coaching from experienced mentors
  • 4 licensing papers sponsorship

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