Career Opportunities as a Financial Planner

1 week ago


Singapore beBeeFinancial Full time $60,000 - $120,000
Financial Services Specialist

The role of a financial services specialist is crucial in helping clients achieve their long-term financial goals.

  • Key Responsibilities:
    • Develop and implement comprehensive financial plans that cater to individual client needs.
    • Maintain strong relationships with clients through regular communication and updates on their financial progress.
    • Conduct thorough financial reviews to ensure alignment with changing market conditions and client objectives.
    • Stay informed about industry trends, products, and regulations to provide expert advice.
    • Participate in networking events and professional development workshops to enhance skills and expand professional network.
  • Requirements:
    • Must be at least 21 years old and hold a valid Singaporean or Permanent Resident (PR) status.
    • Education: Minimum A-Levels, Local Diploma, or Degree.
    • Experience: Prior experience in sales and finance is preferred but not required.

What We Offer:

  • Competitive Salary
  • Flexibility and work-life balance
  • Fast-track promotions and overseas incentives
  • Sponsorship for industry essential exams and upfront business support
  • Mentorship from experienced and achieving advisors

We are an equal opportunity employer committed to creating an inclusive environment for all employees.



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