Strategic Planner

7 hours ago

Singapore PIXELPULSE MARKETING PRIVATE LIMITED Full time

**Job Title**:Strategic Planner

**Location**:Central)
**Employment Type**:Full-Time
**Compensation**:Base + High Commission + Incentives

**About Us**:
We believe in empowering individuals and businesses to achieve their financial goals through thoughtful planning and strategic solutions. We specialize in providing customized financial guidance, ensuring our clients are well-positioned for lasting success. Join us as we continue to shape a future of financial confidence and security.

**Role Overview**:
As a **Strategic Planner**, you will work closely with clients to understand their financial goals, design personalized strategies, and offer comprehensive solutions across wealth accumulation, risk management, and financial planning. Your role is pivotal in helping clients make informed, strategic decisions that set them on a path to success.

This is an excellent opportunity for professionals who are passionate about financial consulting, client success, and long-term relationship building.

**Key Responsibilities**:

- Develop customized financial strategies tailored to individual and business client needs.
- Build and maintain strong, trust-based client relationships.
- Analyze clients’ current financial status and recommend appropriate action plans.
- Advise on a full spectrum of financial products and services, including protection, investment, retirement, and estate planning solutions.
- Stay informed of market trends, financial regulations, and new opportunities to better serve clients.
- Actively participate in business development activities through networking, referrals, and community engagement.
- Achieve performance targets while ensuring high levels of client satisfaction.

**Qualifications**:

- Strong analytical skills with a solutions-driven mindset.
- Excellent interpersonal and communication skills.
- Self-motivated, with the ability to work independently and in a team environment.
- Certification in financial services or planning is advantageous (but not mandatory).

**What We Offer**:

- Competitive compensation structure (Base + Commissions + Incentives).
- Comprehensive training and professional development programs.
- Clear career advancement pathways.
- Supportive and collaborative team culture.
- Opportunities to work with a diverse client base and broaden your professional network.

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