Financial Representative - Singapore - Summit planners tenet

    Summit planners tenet
    Summit planners tenet Singapore

    1 day ago

    $60,000 - $110,000 (SGD) per year *
    Description

    Company Description

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    Role Description

    This is a full-time on-site role located in Singapore for a Financial Representative. The Financial Representative will be responsible for assisting clients in developing financial plans, providing advice on investments, managing retirement planning portfolios, and guiding clients on financial decisions. The role involves analyzing clients' financial goals, assessing their current financial status, and recommending appropriate strategies to achieve long-term success.

    Qualifications

    • Experience and expertise in Financial Planning
    • Proficiency in Finance and knowledge of investment strategies
    • Skills in Retirement Planning and advising clients on long-term planning goals
    • Outstanding communication and interpersonal skills to build strong client relationships
    • Excellent analytical thinking and problem-solving abilities
    • Bachelor's degree in Finance, Economics, Business, or related discipline
    • Relevant certifications such as CFP (Certified Financial Planner) or equivalent are a plus
    • Ability to stay updated on financial trends and market developments
    * This salary range is an estimation made by beBee
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