Senior Financial Strategist

15 hours ago

Singapore beBeeFinancial Full time
Job Title: Senior Financial StrategistJob Description:

We are seeking a seasoned financial professional to join our team as a Senior Financial Strategist. In this role, you will work closely with clients to understand their complex financial needs and develop tailored solutions to meet their objectives.

Your key responsibilities will include understanding and addressing client needs for income protection, savings, and investments, healthcare, retirement, business continuity, and estate distribution. You will also provide exceptional service and support to clients throughout various stages of their lives, assisting them in achieving their financial goals.

In addition to serving existing clients, you will be responsible for acquiring new businesses while maintaining current relationships.

Required Skills and Qualifications:
  • Proven experience in financial consulting or a related field
  • Strong understanding of personal finance, investments, and insurance products
  • Excellent communication and interpersonal skills
  • Able to build strong relationships with clients and colleagues
  • Proficient in financial planning software and tools
Benefits:

As a Senior Financial Strategist, you will enjoy a comprehensive benefits package, including competitive compensation, opportunities for professional growth and development, and a dynamic work environment.

Join our team and take the next step in your career as a Senior Financial Strategist. Apply now to learn more about this exciting opportunity

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