Financial Planning Professional

5 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.

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