Achieve Your Financial Goals as a Skilled Financial Planning Expert

2 days ago

Singapore beBeeExpert Full time

Financial Planning Expert

We are seeking a skilled Financial Planning Expert to join our team. This is an exciting opportunity to make a meaningful impact in people's lives and achieve your own financial goals.

  • As a Financial Planning Expert, you will provide expert financial planning and investment advice to clients, helping them achieve their long-term financial objectives.
  • You will develop a deep understanding of clients' financial situations and requirements, taking primary responsibility for all aspects of client relationships.
  • Collaborate with tax, legal, and estate planning professionals to create comprehensive financial roadmaps that meet clients' needs.
  • Conduct thorough financial needs analyses and provide sound recommendations.
  • Pursue ongoing professional development to stay up-to-date on the fundamentals of financial planning and investment management.
  • Regularly review clients' portfolios to identify areas for improvement due to personal or financial changes.

Required Skills and Qualifications:

  • A minimum of a GCE A-level, Local Polytechnic Diploma, or Degree is required.
  • Candidates without experience or entry-level candidates/mid-career switchers are welcome.
  • No prior finance experience? No problem Comprehensive training and support are provided for entry-level candidates and those making a career change.
  • Be passionate about making a tangible difference in people's lives and your own financial future.
  • Demonstrate ambition and a goal-oriented mindset.
  • Excel as a strong collaborator who thrives in a team environment.

Benefits:

  • Enjoy a career where you have control over your income and career path.
  • Experience work-life balance as you manage your own time and prioritize your goals.

Other Opportunities:

  • Comprehensive training and support are provided to ensure your success.
  • Ongoing professional development opportunities are available to help you grow in your role.

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