Financial Services Strategist

16 hours ago


Singapore MAGELLAN OPENSPACE PTE. LTD. Full time
Magellan Openspace Pte. Ltd.

We are seeking a skilled Financial Services Strategist to join our team at Magellan Openspace Pte. Ltd.

About Us

We believe in transforming lives through quality financial advice, helping individuals manage risk and achieve their goals.

Salary: SGD 80,000 - 120,000 per annum

This is a competitive salary range based on industry standards for this role in Singapore.

Job Description

Wealth Management Financial Advisor Job Scope:

  • Provide financial planning and investment advice to clients to achieve their financial goals.
  • Take primary responsibility for all aspects of a client relationship, working closely to fully understand their financial situation and requirements.
  • Collaborate with tax, legal and mortgage professionals to develop a client's entire financial roadmap and ensure progress in achieving those goals.
  • Execute sound financial needs analysis and recommendations.
  • Continue professional development with classes, workshops, webinars, publications, networks, and associations in order to remain up to date with the fundamentals of financial planning, risk management, and investment management.
  • Review client accounts regularly to determine if adjustments are needed because of personal or financial changes.
  • Be a team-player in the agency

Benefits:

As a Financial Services Strategist, you will enjoy:

  • A competitive salary package including bonuses.
  • Ongoing training and professional development opportunities.
  • The chance to work with a dynamic and innovative team.
  • A fast-paced and challenging environment that will help you grow professionally.
Requirements

To be successful as a Financial Services Strategist, you will need:

  • At least 21 years old [The minimum age of 21 years old is a regulatory requirement by the Monetary Authority of Singapore (MAS)]
  • Singaporean / Permanent Resident
  • Candidate must possess at least a GCE "A" level, Local Polytechnic Diploma or Degree
  • Candidates without experience / entry level candidates or mid-career switchers are welcome


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