A Strategic Financial Advisor

2 weeks ago

Singapore beBeeStrategist Full time $305,000
Job Title: Financial Strategist

Are you a results-driven professional seeking a challenging opportunity to excel in financial advisory services? Do you have a passion for building long-term relationships with clients and providing tailored financial solutions?

We are looking for a highly motivated Financial Strategist to join our elite team of financial advisors. As a key member of our organization, you will be responsible for acquiring new clients, crafting bespoke financial strategies, and nurturing existing relationships to drive business growth.

The ideal candidate will possess a strong understanding of financial instruments, excellent communication skills, and the ability to work independently with minimal supervision. A minimum of 5 years of relevant experience and a well-established client network are required.

As a Financial Strategist at our organization, you will enjoy a high level of autonomy, personalized support, and access to cutting-edge resources and tools to facilitate your success. Our comprehensive long-term business plan is designed to help you achieve your goals and reach your full potential.

Our organization is a globally recognized leader in wealth management, with a staggering $305 billion SGD in client funds under management. We pride ourselves on delivering exceptional service, trust, and excellence in the industry.

Key Responsibilities:
- Acquire new clients through proactive outreach and relationship-building
- Craft customized financial strategies to meet clients' unique needs and goals
- Nurture existing relationships to drive repeat business and referrals
- Conduct regular reviews to ensure alignment with clients' objectives

Requirements:
- Minimum 5 years of experience in financial advisory services
- Strong understanding of financial instruments and markets
- Excellent communication and interpersonal skills
- Ability to work independently with minimal supervision

Benefits:
- Autonomy to develop and execute your own business strategy
- Personalized support from experienced mentors and colleagues
- Access to cutting-edge resources and tools to enhance your skills and knowledge

Join our team and take the first step towards a rewarding and challenging career as a Financial Strategist.

  • Strategic Financial Advisor

    2 weeks ago

    Singapore beBeeFinancial Full time $80,000 - $120,000

    Job Title: Strategic Financial AdvisorJob Description:We are seeking a highly motivated and analytical individual to join our team as a Strategic Financial Advisor. In this role, you will work closely with senior consultants and clients to deliver financial solutions that drive their wealth.As a Strategic Financial Advisor, you will be responsible for...

  • Strategic Financial Advisor

    4 days ago

    Singapore beBeeFinancial Full time $100,000 - $140,000

    Strategic Financial AdvisorWe are seeking a Strategic Financial Advisor to provide financial insights that drive strategic and operational decisions.Key ResponsibilitiesPartner with cross-functional teams to deliver business-critical financial analysis.Lead the analysis of key performance indicators, profitability, and cash flow management.Support the...

  • Strategic Financial Advisor

    2 weeks ago

    Singapore beBeeFinancial Full time $90,000 - $120,000

    Senior Advisor Job OpportunityOverviewWe are seeking a Senior Advisor to engage with finance and treasury executives at multinational corporate entities. The ideal candidate will possess expertise in strategic advisory services, financial planning, and risk management.Required Skills and QualificationsProven track record in strategic advisory...

  • Financial Advisor

    2 days ago

    Singapore Income Advisory Financial Advisers Full time

    2 days ago Be among the first 25 applicants Direct message the job poster from Income Advisory Financial Advisers Coach, Mentor and Market Differentiator (#hiring)Company Description Income Advisory Financial Advisers, formerly known as Infinitum Financial Advisory, has rebranded to reflect our stronger collaboration with Income Insurance. This change...

  • Financial Advisor

    4 days ago

    Singapore IPP Financial Advisers Full time

    Get AI-powered advice on this job and more exclusive features. Direct message the job poster from IPP Financial Advisers Senior Wealth Management Consultant at IPP Financial Advisers Company Description IPP Financial Advisers Pte Ltd, founded in 1983, is Singapore's most complete licensed financial adviser. Over 40 years, we have built a strong reputation...

  • Financial Advisor

    1 week ago

    Singapore VWA Financial Services Full time $42,000 - $84,000 per year

    We are looking for motivated and driven individuals to join our team as Financial Advisors. In this role, you will provide clients with personalized financial guidance, helping them achieve their life goals through sound financial planning, risk management, and wealth-building strategies.This is an exciting opportunity for individuals who are passionate...

  • Financial Strategic Advisor

    3 days ago

    Singapore beBeeFinancial Full time $80,000 - $120,000

    Job Title: Financial Strategic Advisor About the Role:We are seeking an accomplished and skilled professional to join our Treasury department as a Financial Strategic Advisor. This role will be responsible for driving strategic initiatives that support the Group's financial goals and objectives.The ideal candidate will possess excellent analytical and...

  • Independent Financial Advisor

    2 weeks ago

    Singapore Synergy Financial Advisers Pte Ltd Full time

    Overview Deputy Director at Synergy Financial Advisers Pte Ltd Role Description This is a full-time on-site role for an Independent Financial Advisor based in Singapore. The Independent Financial Advisor will be responsible for financial planning, retirement planning, providing financial advisory services, and making investment recommendations. The role...

  • Wealth Management Advisor

    2 weeks ago

    Singapore IPP Financial Advisers Full time

    1 day ago Be among the first 25 applicants Direct message the job poster from IPP Financial Advisers Associate Partner, ChFC | Top 1% globally | Strategic Advisor & Consultant | Top of Table Member |Company Description IPP Financial Advisers Pte Ltd, founded in 1983, is Singapore's most comprehensive licensed financial adviser. With over 40 years in Asia,...

  • Wealth Management Advisor

    2 days ago

    Singapore IPP Financial Advisers Full time

    1 day ago Be among the first 25 applicants Direct message the job poster from IPP Financial Advisers Associate Partner, ChFC | Top 1% globally | Strategic Advisor & Consultant | Top of Table Member |Company Description IPP Financial Advisers Pte Ltd, founded in 1983, is Singapore’s most comprehensive licensed financial adviser. With over 40 years in Asia,...