Financial Planner

6 days ago

Singapore ENRU LIM ORGANIZATION Full time

Key Responsibilities:

- **Financial Needs Analysis**:Evaluating a client's current financial status, including income, expenses, assets, and liabilities, to understand their financial situation and goals.
- **Financial Planning**:Developing comprehensive financial plans that may include investment strategies, retirement planning, tax planning, and estate planning.
- **Investment Advice**:Recommending suitable investment options based on the client's risk tolerance, financial goals, and time horizon.
- **Retirement Planning**:Assisting clients in planning for their retirement, including estimating retirement income needs, suggesting appropriate savings and investment strategies, and managing retirement accounts.
- **Insurance Planning**:Recommending suitable insurance products to protect clients against financial risks, such as life insurance, health insurance, and disability insurance.
- **Estate Planning**:Providing guidance on how to manage and distribute assets after death, including wills, trusts, and other estate planning documents.
- **Client Relationship Management**:Building and maintaining strong relationships with clients, providing ongoing support, and ensuring their financial plans are up-to-date.
- **Administrative Tasks**:Handling paperwork, preparing financial documents, and managing client accounts.
- **Staying Up-to-Date**:Keeping abreast of financial market trends, economic conditions, and changes in financial regulations.

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