Elevate Your Career as a Financial Strategist

1 week ago

Singapore beBeeFinancial Full time $40,000 - $100,000
Job Description

We are seeking a skilled Financial Advisor to join our dynamic team of wealth managers.

The ideal candidate will be responsible for helping clients manage and grow their wealth, building strong relationships with new and existing clients, and providing tailored advice on investments, insurance, and financial planning.

This is an excellent opportunity for individuals who want to grow their personal brand and client base in a supportive and collaborative environment.

Responsibilities:

  • Work directly with clients to help them manage and grow their wealth.
  • Build and maintain strong relationships with new and existing clients.
  • Understand clients' goals, needs, and risk profiles.
  • Provide tailored advice on investments, insurance, and financial planning.
  • Grow your portfolio by connecting with new leads and referrals.
  • Continuously learn and stay ahead of market trends and financial products.
  • Develop performance dashboards and business KPIs to monitor sales trends, client profitability, product margins, and investment performance.
  • Provide prudent financial advisory and investment solutions to meet the financial planning needs and requirements of clients.
  • Identify and develop new business opportunities to drive growth.
  • Finance leadership in financial performance, forecasting, investment decision-making, and profitability management.
Required Skills and Qualifications

Minimum Requirements:

  • Minimum Diploma from a local institution.
  • Minimum 2 years of experience in relevant fields.
Benefits

What We Offer:

  • Competitive salary range: $4,000 - $10,000 a month.
  • Full-time position with a dynamic and growing company.
  • Opportunities for professional growth and development.
Others

Company Culture:

We value collaboration, open communication, and continuous learning. If you are a motivated and results-driven individual who wants to make a difference, we encourage you to apply for this exciting opportunity.

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