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Career Opportunities in Financial Planning

2 weeks ago

Singapore beBeeFinancial Full time

Job Description

We are seeking highly motivated and driven individuals to join our team as Financial Consultants. As a Financial Consultant, you will have the opportunity to work with clients to advise them on investment portfolios and provide regular reviews on their invested funds.

You will also be responsible for updating clients on the current investment market movement and presenting investment opportunities. This is an exciting role that offers a unique blend of professional growth and personal development.

Key Responsibilities:
* Advise clients on investment portfolio
* Provide regular reviews on clients' invested funds
* Update clients on the current investment market movement and present investment opportunities

Requirements

To be successful in this role, you will need to have the following skills and qualifications:

  • Minimum 21 years old (regulatory requirement)
  • At least a full certificate in GCE 'A-Level, International Baccalaureate Diploma qualification, diploma awarded by a polytechnic in Singapore or equivalent, Degree holders in any field.
  • Mid Career Switch with a min. of 2-3 years working experience in any field are welcome
  • No experience with a driven and winning mindset are welcome as well
  • Highly motivated individual with interest in investment and financial markets

Benefits

As a Financial Consultant, you will enjoy the following benefits:

  • Exposure to Professional and Personal Growth Development
  • 1 to 1 Mentorship by experienced financial consultants
  • Develop your knowledge in investment and financial literacy
  • Opportunity to gain Psychological Profiling knowledge to engage with clients
  • Opportunity to participate in Investment Seminars/Events by fund houses
  • Enhance and groom entrepreneurship skills in a fast-paced growing company