Financial Planner-

3 days ago

Central Region, Singapore SimplyWealth Pte ltd Full time $30,000 - $80,000 per year

About the role

As a Financial Planner at SimplyWealth Pte Ltd, you will play a vital role in helping our clients achieve their financial goals. In this full-time position, you will be responsible for providing comprehensive financial planning services, including investment planning, retirement planning, and risk management. Based in the vibrant downtown Tanjong Pagar Central Region, you will be part of a dynamic team committed to delivering exceptional service to our clients.

What you'll be doing

  • Conduct in-depth financial needs analysis to understand clients' financial objectives, risk tolerance, and investment time horizons
  • Develop personalised financial plans that address clients' short and long-term financial needs
  • Provide recommendations on investment products, insurance solutions, and other financial strategies to help clients achieve their goals
  • Monitor and review clients' financial plans regularly, making adjustments as needed
  • Build and maintain strong relationships with clients, providing excellent customer service and support
  • Stay up-to-date with industry regulations, trends, and changes to ensure compliance and offer the most relevant advice

What we're looking for

  • Minimum 3 years of experience in financial planning or a related field
  • Relevant financial planning qualifications, such as CFP or CFA, are preferred
  • Strong analytical and problem-solving skills to identify and address clients' financial needs
  • Excellent communication and interpersonal skills to build trust and rapport with clients
  • Ability to work independently and as part of a team to achieve shared goals
  • Passion for providing exceptional client service and a commitment to continuous learning

What we offer

  • Competitive base salary ranging from $3,000 to $8,000 per month, plus commissions and monthly bonuses
  • Comprehensive training and development programs to support your professional growth
  • Opportunities for career advancement within the company
  • Flexible work arrangements and a collaborative, inclusive work environment
  • Health and wellness initiatives, including subsidised gym memberships and wellness workshops

About us

SimplyWealth Pte Ltd is a leading financial services firm committed to helping our clients achieve their financial goals. With a strong focus on innovation and client-centric solutions, we have established a reputation for excellence in the industry. Our team of experienced professionals is dedicated to providing personalised, comprehensive financial planning services to individuals, families, and businesses.

Apply now

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