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.

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