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Financial Planning Analyst

2 weeks ago

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

Job Title: Associate Strategy Consultant

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We are seeking a highly motivated and analytical individual to join our team as an Associate Strategy Consultant. In this role, you will work closely with senior consultants and clients to deliver financial solutions that drive their wealth.

As an Associate Strategy Consultant, you will be responsible for conducting in-depth financial analysis, developing strategic plans, and providing advice and guidance to support clients' financial goals and objectives.

Responsibilities:
  • Conduct thorough financial analysis to assess clients' financial health and identify areas for improvement and growth.
  • Assist in the development of strategic financial plans and forecasts, integrating financial advisory elements to optimize clients' goal performance.
  • Collaborate with project teams to develop project plans, timelines, and deliverables.
  • Manage project tasks and milestones effectively, incorporating financial planning strategies to support clients' overall objectives.
  • Gather, analyze, and interpret financial data from various sources to provide market insights and recommendations for clients.
  • Utilize financial modeling techniques to simulate scenarios and assess potential outcomes to guide clients towards informed decision-making.
  • Work closely with cross-functional teams to develop and implement strategic solutions that address clients' financial challenges and opportunities discreetly.
  • Provide financial advice and guidance to support the development of tailored solutions aligned with clients' unique needs and goals.
Requirements:
  • Singaporean or PR only.
  • At least 21 years old (regulatory requirement).
  • Full certification in GCE 'A' Levels / Polytechnic Diploma/Degree holders (Local Certifications).
  • Proven experience in strategic consulting or similar roles.
  • In-depth knowledge of financial industry dynamics, markets, and regulations.
  • Strong interpersonal and communication skills.
  • Relevant industry certifications are advantageous. Strong understanding of financial products, investment strategies, and industry regulations.
  • Excellent communication and interpersonal skills, with the ability to build and maintain client relationships.