Elevate Your Finances as a Skilled Financial Strategist

1 week ago


Singapore beBeeWealth Full time

Financial Strategist

We are seeking a skilled Financial Strategist to join our team. As a key member of the financial planning process, you will work closely with clients to understand their financial needs and provide tailored solutions.

Key Responsibilities:

  • Analyse customer financial needs and create customised financial solutions.
  • Develop and implement financial strategies for clients.
  • Manage client accounts and update them according to life events.
  • Acquire and service new and existing customers.

Requirements:

  • A-levels or local polytechnic diploma required.
  • Relevant background or experience preferred.


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