Financial Planning Professional

4 days ago

Singapore beBeeWealth Full time

Job Opportunity:

We are seeking a skilled Financial Planning Professional to join our team. As a key member of our organization, you will be responsible for developing and implementing financial plans for individuals and businesses.

About the Role:

In this role, you will be working closely with clients to understand their financial goals and objectives. You will then use your expertise to create personalized financial plans that meet their needs. Your responsibilities will also include identifying opportunities for growth and providing advice on how to achieve financial stability.

Key Responsibilities:

  • Aquire new clients through networking and referrals
  • Create customized financial plans for individuals and businesses
  • Provide ongoing service to clients to ensure they are meeting their financial goals
  • Stay up-to-date with industry trends and developments to provide expert advice to clients

Career Advantages:

  • Competitive salary and commission structure
  • Ongoing training and development opportunities
  • Friendly and supportive work environment
  • Opportunity for accelerated career progression

Requirements:

  • Degree in Finance or related field (or equivalent experience)
  • 2+ years of experience in financial planning
  • Strong communication and interpersonal skills
  • Ability to work independently and as part of a team

Desired Skills:

  • Financial planning software
  • Investment analysis
  • Tax planning
  • Estate planning
  • Wealth management

About Us:

We are a dynamic and growing organization dedicated to providing expert financial planning services to our clients. We are committed to excellence and strive to deliver exceptional results.

  • Financial Services Manager

    2 weeks ago

    Singapore PROFESSIONAL FINANCIAL ADVISORY SERVICES Full time

    Roles & Responsibilities Join EVOL as a Financial Services Manager At EVOL, we're changing the game in financial advisory—and we're looking for driven professionals to be part of that transformation. Whether you're an experienced advisor or a leader ready to groom the next generation, this is your chance to build a rewarding career with one of the...

  • Financial Services Manager

    1 week ago

    Singapore PROFESSIONAL FINANCIAL ADVISORY SERVICES Full time

    Roles & Responsibilities At EVOL, we're changing the game in financial advisory—and we're looking for driven professionals to be part of that transformation. Whether you're an experienced advisor or a leader ready to groom the next generation, this is your chance to build a rewarding career with one of the world's most reputable financial institutions. ...

  • Financial Services Manager

    1 week ago

    Singapore PROFESSIONAL FINANCIAL ADVISORY SERVICES Full time

    Roles & ResponsibilitiesAt EVOL, we're changing the game in financial advisory—and we're looking for driven professionals to be part of that transformation. Whether you're an experienced advisor or a leader ready to groom the next generation, this is your chance to build a rewarding career with one of the world's most reputable financial institutions.Why...

  • Financial Services Manager

    2 weeks ago

    Singapore PROFESSIONAL FINANCIAL ADVISORY SERVICES Full time

    Join EVOL as a Financial Services Manager At EVOL, we're changing the game in financial advisory-and we're looking for driven professionals to be part of that transformation. Whether you're an experienced advisor or a leader ready to groom the next generation, this is your chance to build a rewarding career with one of the world's most reputable financial...

  • Financial Services Manager

    1 week ago

    Singapore PROFESSIONAL FINANCIAL ADVISORY SERVICES Full time

    Join EVOL as a Financial Services Manager At EVOL, we're changing the game in financial advisory-and we're looking for driven professionals to be part of that transformation. Whether you're an experienced advisor or a leader ready to groom the next generation, this is your chance to build a rewarding career with one of the world's most reputable financial...

  • Financial Services Manager

    4 days ago

    Singapore PROFESSIONAL FINANCIAL ADVISORY SERVICES Full time

    At EVOL, we're changing the game in financial advisory-and we're looking for driven professionals to be part of that transformation. Whether you're an experienced advisor or a leader ready to groom the next generation, this is your chance to build a rewarding career with one of the world's most reputable financial institutions.Why Join Us? Prestigious...

  • Financial Services Manager

    4 days ago

    Singapore PROFESSIONAL FINANCIAL ADVISORY SERVICES Full time

    At EVOL, we're changing the game in financial advisory-and we're looking for driven professionals to be part of that transformation. Whether you're an experienced advisor or a leader ready to groom the next generation, this is your chance to build a rewarding career with one of the world's most reputable financial institutions. Why Join Us?...

  • Financial Planning Professional

    2 weeks ago

    Singapore beBeeFinancial Full time $90,000 - $120,000

    Job Title: Financial Planning ProfessionalDescription:We are seeking a skilled financial planning professional to develop and implement strategic financial plans and budgets.As part of our team, you will conduct thorough financial analysis, evaluate financial performance, and prepare comprehensive financial reports for senior management.Collaboration with...

  • Financial Planning Professional

    6 days ago

    Singapore beBeeWealth Full time $60,000 - $80,000

    Job Opportunity:We are seeking a skilled Financial Planning Professional to join our team. As a key member of our organization, you will be responsible for developing and implementing financial plans for individuals and businesses.About the Role:In this role, you will be working closely with clients to understand their financial goals and objectives. You...

  • Financial Planning Professional

    2 weeks ago

    Singapore beBeeAccountant Full time $80,000 - $120,000

    Job OpportunityRoles & Responsibilities:Participate in the preparation and analysis of monthly financial reports to drive strategic planning.Collaborate with cross-functional teams to effectively manage budgets and forecasts.Ensure compliance with local accounting standards and regulatory requirements.Monitor and control cost allocation to enhance...