Financial Planning Specialist Opportunity

2 weeks ago

Singapore beBeeFinancial Full time $60,000 - $120,000
Financial Planning Specialist Opportunity

We are seeking a skilled Financial Planning professional to fill this role. In this position, you will be responsible for conducting thorough financial assessments of clients, considering their income, expenses, investments, and long-term objectives.

Your primary responsibility will be to develop tailored financial plans, covering investment strategies, savings, retirement, insurance, and tax optimization. You will recommend suitable financial products and investment opportunities based on clients' needs and risk profiles.

As a Financial Planning specialist, you will need to monitor and review clients' portfolios regularly, adjusting strategies as market conditions or client objectives change. You will communicate complex financial information clearly and provide ongoing education to clients.

In addition, you will maintain up-to-date knowledge of financial products, market trends, and regulatory changes relevant to clients. You will foster and grow long-term relationships with clients by delivering attentive, responsive service pre and post sales.

To succeed in this role, you will need strong analytical and problem-solving skills, excellent interpersonal and communication skills, and the ability to work independently and as a team player.

The ideal candidate should have a minimum Diploma and proficiency in Microsoft Office applications. We welcome candidates from diverse backgrounds and industries.

Key Responsibilities:

  • Conduct thorough financial assessments of clients
  • Develop tailored financial plans
  • Recommend financial products and investment opportunities
  • Monitor and review clients' portfolios
  • Communicate complex financial information

Benefits:

  • Flexible working hours
  • Raffles Place location

Requirements:

  • Minimum Diploma
  • Strong analytical and problem-solving skills
  • Excellent interpersonal and communication skills
  • Ability to work independently and as a team player

Tell us what skills you have:

  • Sales
  • Investment Strategies
  • Compliance
  • Communication Skills

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