Strategic Financial Partnerships Advisor

2 weeks ago

Singapore beBeeAnalytical Full time $60,000 - $120,000
Financial Partnership Specialist Opportunity

This role involves collaborating with senior wealth management professionals in implementing and managing client financial plans.

The responsibilities include sales planning, strategy execution, achieving sales targets, data gathering, analysis, financial modeling, client communication, and administrative tasks that contribute to delivering exceptional client service and meeting client financial objectives.

To succeed in this role, you will need to possess strong analytical skills to identify trends, variances, and areas for improvement in client financial data.

Additionally, the Financial Planning Associate will be responsible for maintaining accurate and organized client records, processing new accounts, and ensuring compliance with relevant regulations.

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