Financial Planning Expert

4 days ago

Singapore beBeePlanning Full time $70,000 - $140,000
Job Overview

As a Financial Planning Expert, you will be responsible for developing and maintaining long-term relationships with clients, providing them with personalized financial planning and wealth management services. This is an exciting opportunity to advance your career growth in the financial services industry.


Key Responsibilities:
  • Establish new client relationships through networking, referrals, and marketing initiatives.
  • Support clients in creating comprehensive financial plans that meet their individual needs and goals.
  • Maintain ongoing communication with clients to assess their financial needs and provide tailored support.
  • Participate in regular training sessions, workshops, and professional development programs to enhance your skills and knowledge.

Career Benefits:
  • A competitive basic salary plus sales commission.
  • A monthly allowance ranging from $1.5k to $5k.
  • Performance-based commissions, incentives, and bonuses.
  • Personalized mentoring with senior leaders in the field.
  • A collaborative and supportive work environment.
  • Opportunities for accelerated career progression to leadership roles.

Requirements:
  • A local Polytechnic Diploma or equivalent, with at least 2.5 years of study or 900 hours of relevant experience.
  • At least 21 years old, as per regulatory requirements.
  • Willingness to take necessary exams, such as CMFAS Papers: RES5, M9, M9A, Health Ins (HI).
  • Ability to work independently and as part of a team.

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