Financial Planner

19 hours ago

Singapore FLA Organization Pte Ltd Full time

**Role & Responsibilities**:

- Adopting the needs based approach to provide solutions to meet customers financial needs
- Develop and implement wealth preservation and wealth accumulation plans
- Build and establish customer relationships
- **Develop new customer relationships**:

- Ensure all operational transactions are executed expeditiously with minimum error as well as in strict compliance with audit and statutory guidelines
- Be placed on a structured fast track career path where you will receive personal mentorship and enjoy an attractive incentive scheme in addition to a competitive pay package

**Minimum Requirements**:
Bachelor’s Degree/Post Graduate Diploma/Professional Degree in any field.
- Required language(s): English
- Required Certification(s): M5, M9, M9A, HI
- Optional Certification(s): BCP, PGI, CGI, M8, M8A
- Preferably executives **specialised** in Banking/Financial Services or equivalent.
Priority will be given to experienced financial planners.

**Job Application Process**:

- Submit your CV using the form below.
- If we think your profile is suitable, we will call and conduct a phone interview.
- If you pass our online **psychometric** test, we will schedule a face to face interview at our office.

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