Senior Financial Planner
3 weeks ago
We are seeking a seasoned Financial Services Professional to join our team in Singapore.
This is an excellent opportunity for an experienced professional to take their career to the next level and make a meaningful impact in the financial services industry.
Job DescriptionThe successful candidate will be responsible for providing expert financial advice to clients, helping them achieve their financial goals and secure their financial futures.
The role requires a strong analytical mindset, excellent communication and interpersonal skills, as well as the ability to work independently and as part of a team.
The ideal candidate will have a minimum of 5 years of experience as a Financial Advisor in the wealth management industry, with industry-leading qualifications such as CFP or CFA.
Responsibilities- Build and maintain relationships with clients, providing them with expert financial advice and guidance.
- Conduct thorough financial assessments of clients' current financial situations and future goals.
- Develop and implement personalized financial plans for clients, including investment, retirement, and tax planning strategies.
- Monitor clients' financial progress and adjust plans as necessary.
To be considered for this role, you must have:
- A minimum of 5 years of experience as a Financial Advisor in the wealth management industry.
- Industry-leading qualifications such as CFP or CFA.
- Transferable client base and AUM.
- Excellent communication and interpersonal skills.
- Strong analytical and problem-solving abilities.
- Ability to work independently and as part of a team.
We offer a competitive package, as well as a supportive and collaborative work environment.
As a Financial Services Professional, you will have the opportunity to work with a leading international wealth management firm and contribute to the success of our clients.
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