Financial Planner - Singapore - ARISE & THRIVE OFFICIAL PARTNERS PTE. LTD.

Wei Jie

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Wei Jie

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Description

Hiring Financial Planner

Jobscope:

Build Comprehensive financial plans. Educate Clients and answer questions about investment options and potential risks.

Analyze financial information Prepare and revise financial reports/plans for clients Interact with the investment team to understand strategies, risks, and portfolios positioning.

Generate new client opportunities through networking, referrals, and other sourcing strategies.

Not Specified

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