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Financial Growth Strategist

3 weeks ago

Queenstown, Singapore United Partners Full time

Are You a Results-Driven Achiever? Join our driven and dynamic team where you’ll build meaningful connections and deliver exceptional client service. We’re on the lookout for a motivated and enthusiastic individual with a passion for people, a flair for relationship-building, and a strong track record of exceeding goals.

**Responsibilities**:
**Client Partnership Management**:

- Build and nurture lasting relationships with clients by understanding their unique financial goals and needs.
- Offer client-focused financial advice and direction to help clients make informed decisions.
- Enlighten clients on a range of financial products and strategies to support their long-term success.

**Fiscal Planning**:

- Develop comprehensive financial plans tailored to clients’ needs, including long-term financial planning, asset allocation, and protection strategies
- Assess clients’ financial situations to identify growth opportunities and optimize their financial outcomes.

**Asset portfolio administration**:

- Administer client investments by curating portfolios, maintaining balance, and keeping a close watch on performance.
- Keep informed of market trends and emerging investment opportunities to optimize client portfolios.

**Regulatory adherence**:

- Uphold conformity with applicable rules, regulations, and standards.
- Manage client records with accuracy and attention to detail.

**Qualifications**:

- Diploma or equivalent qualification in any field
- Strong communication and interpersonal abilities
- Proven capability to develop and sustain solid client relationships
- Effective problem-solving and analytical skills
- Experience in sales or client relations is a bonus

**Discover Your Potential Here**:

- Competitive base salary plus **attractive commission** structure
- **Flexible working hours**to support work-life balance
- Opportunities for **continuous** professional **growth**:

- Comprehensive **benefits package**:

- **Supportive** and collaborative team culture

**Ready to take the next step?**
Submit your resume and start your journey toward a rewarding and impactful career.

Pay: $2,000.00 - $6,000.00 per month

**Benefits**:

- Flexible schedule
- Professional development

Schedule:

- Monday to Friday

Supplemental Pay:

- Commission pay
- Performance bonus
- Signing bonus
- Yearly bonus

Work Location: Hybrid remote in Singapore 119960