Financial Planner

6 days ago

Queenstown, Singapore United Partners Full time

**Job Summary**:

- and long-term financial goals. This role requires strong analytical skills, a deep understanding of financial products and markets, and a genuine passion for helping clients improve their financial well-being.

**Key Responsibilities**:

- Conduct in-depth financial assessments with clients to understand their current financial situation, goals, and risk tolerance.
- Develop customized financial plans that may include retirement strategies, investment recommendations, insurance coverage, estate planning, and tax planning.
- Monitor clients’ financial plans and investment portfolios, making adjustments as needed based on life changes or market trends.
- Provide guidance on budgeting, debt management, and savings strategies.
- Maintain strong, long-term client relationships built on trust and transparency.
- Stay current on market trends, economic forecasts, financial regulations, and new financial products.
- Comply with all regulatory requirements and uphold ethical standards in all client interactions.

**Job Types**: Full-time, Part-time, Permanent

Pay: $12.00 - $20.00 per hour

Expected hours: No less than 4 per week

**Benefits**:

- Flexible schedule
- Professional development
- Work from home

Supplemental Pay:

- Commission pay
- Performance bonus
- Yearly bonus

Work Location: Hybrid remote in Singapore 119960

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