
Expert Financial Planning Advisor
1 week ago
This role is ideal for an experienced financial planning professional with a proven track record in wealth management, looking to expand their client base with high net worth individuals and global families.
Job Description:
The successful candidate will be responsible for developing and implementing comprehensive financial plans that align with the goals and objectives of our clients. This includes providing expert advice on investment products, wealth management strategies, and financial markets, as well as managing client relationships and business development.
Key Qualifications:
To succeed in this role, you will need:
- A strong understanding of investment products, wealth management strategies, and financial markets
- Exceptional interpersonal and communication skills, with the ability to build rapport and trust with affluent clients
- An understanding of specialized areas such as tax, estate planning, and insurance structuring
- High ethical standards, integrity, and a commitment to maintaining client confidentiality
- A Fiduciary who must act in the client's best interest at all times
- Willingness to work with a transparent fee structure
- Team player, willing to help each other grow and succeed
- Certifications such as CFP, CFA, CAIA, CIMA, Chartered Insurance Institute (CII), DipPFS (UK) preferred
- Bachelor's degree in Finance, Business Administration, or a related field
- MAS / SEC (Series 65) and related experience are strongly preferred
- Long term commitment to Singapore
-
Financial Advisor
3 days ago
Singapore Income Advisory Financial Advisers Full time2 days ago Be among the first 25 applicants Direct message the job poster from Income Advisory Financial Advisers Coach, Mentor and Market Differentiator (#hiring)Company Description Income Advisory Financial Advisers, formerly known as Infinitum Financial Advisory, has rebranded to reflect our stronger collaboration with Income Insurance. This change...
-
Expert Financial Advisor
7 days ago
Singapore beBeeFinancial Full time $60,000 - $120,000Unlock Your Potential as a Financial ExpertAbout the Role:We are seeking highly motivated and skilled professionals to join our team of financial advisors. As a financial advisor, you will be responsible for providing expert guidance and advice to clients on their financial planning, investment strategies, and wealth management.Key Responsibilities:Develop...
-
Expert Financial Advisor
1 week ago
Singapore beBeeFinancialAdvisor Full time $60,000 - $120,000Expert Financial Advisor RoleThis is a full-time position for an experienced financial advisor based in Singapore. The role involves developing and implementing personalized financial strategies for clients, providing advice on investments, and managing assets.The successful candidate will have excellent analytical and problem-solving abilities, as well as...
-
Financial Advisor
5 days ago
Singapore IPP Financial Advisers Full timeGet AI-powered advice on this job and more exclusive features. Direct message the job poster from IPP Financial Advisers Senior Wealth Management Consultant at IPP Financial Advisers Company Description IPP Financial Advisers Pte Ltd, founded in 1983, is Singapore's most complete licensed financial adviser. Over 40 years, we have built a strong reputation...
-
Financial Planning Expert
1 week ago
Singapore beBeeWealth Full time $60,000 - $120,000Unlock Your Career Potential as a Wealth Management ProfessionalJob DescriptionWe are seeking a highly motivated and skilled Wealth Management Advisor to join our team. As a key member of our advisory team, you will play a vital role in providing financial planning, retirement planning, investments, finance, and wealth management services to our clients.Key...
-
Financial Planning Advisor
1 week ago
Singapore beBeeFinancialAdvisor Full time $240,000Job DescriptionWe are seeking a seasoned financial planning professional to join our team. As a Financial Planning Advisor, you will be responsible for providing expert guidance to our clients on their financial journeys.About YouYou have a passion for delivering personalized financial advice that meets the unique needs and goals of each client. With your...
-
Financial Advisor
2 weeks ago
Singapore VWA Financial Services Full time $42,000 - $84,000 per yearWe are looking for motivated and driven individuals to join our team as Financial Advisors. In this role, you will provide clients with personalized financial guidance, helping them achieve their life goals through sound financial planning, risk management, and wealth-building strategies.This is an exciting opportunity for individuals who are passionate...
-
Expert Financial Advisor
2 weeks ago
Singapore beBeeWealth Full time $80,000 - $120,000Job TitleAs a seasoned financial advisor, you will be responsible for providing expert guidance to high-net-worth individuals, families, and institutions. Your role will involve managing relationships, preparing detailed reports, and responding to complex inquiries.Key Responsibilities:Client Support: Offer personalized assistance to clients, ensuring their...
-
Senior Financial Planning Experts Wanted
4 days ago
Singapore beBeeFinancial Full time $60,000 - $120,000Financial Advisor RoleWe are seeking experienced and skilled financial advisors to provide expert advice to clients and help them achieve their long-term goals.Job Description:As a financial advisor, you will be responsible for providing comprehensive financial guidance to clients and developing lasting relationships with them. You will also collaborate with...
-
Financial Advisor
2 weeks ago
Singapore Tokio Marine Financial Advisers Singapore Full timeOverview This is an exceptional opportunity for entrepreneurial-minded students to build a lucrative career in financial consulting. As an Entrepreneurial Financial Consultant at Tokio Marine Financial Advisors, you'll be responsible for acquiring and servicing clients, providing expert financial advice, and achieving significant sales targets. You'll...