Financial Services Trainee

1 week ago

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

Our company offers a Financial Services Trainee opportunity for driven individuals who are passionate about helping people achieve financial freedom.

About the Role:

We are seeking a talented and ambitious trainee to join our team as a Financial Services Trainee. As a key member of our team, you will be responsible for providing expert financial advice tailored to client goals, developing and maintaining long-term client relationships, analyzing financial situations and recommending strategies for wealth growth, retirement planning, and risk management.

Responsibilities:

  • Provide expert financial advice to clients, identifying opportunities for wealth growth, retirement planning, and risk management
  • Develop and maintain strong relationships with clients, building trust and confidence in their financial well-being
  • Analyze complex financial situations, recommending tailored solutions to meet clients' needs

Requirements:

To succeed in this role, you must possess excellent communication and interpersonal skills, be a problem solver who thrives in a fast-paced environment, and have a minimum education of Diploma from Local (Singapore) Polytechnics only or Recognised Degree in any field or equivalent (CFP, CFA, or equivalent is a plus).

Benefits:

  • A competitive compensation package, including commission and bonuses
  • Promotion to a management role based on individual and team performance
  • Comprehensive training program on financial skills and concepts

Culture:

We offer a supportive team culture where industry experts collaborate to deliver exceptional results. Our flexible work arrangements allow for hybrid options, enabling you to balance your personal and professional life effectively.

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