Financial Planner (Investment)
Financial Planner
Job Description:
We are looking for a dynamic and driven Financial Planner to join our team. In this role, you will provide expert financial guidance to clients, focusing purely on investment and fund management.
You will help individuals and businesses grow their wealth through strategic financial planning, investment portfolio structuring, and market insights.
If you have a passion for finance, enjoy engaging with clients, and aspire to build a rewarding career in wealth management, we would love to hear from you!
Responsibilities:
- Understand clients' financial goals and risk tolerance to develop tailored investment strategies.
- Provide professional advice on mutual funds, unit trusts, bonds, and other investment instruments.
- Monitor and analyze market trends to offer data-driven recommendations.
- Conduct financial reviews to optimize clients' investment portfolios.
- Build and maintain strong relationships with clients through regular updates and market insights.
- Work closely with internal fund management teams and research analysts to stay updated on market opportunities.
Requirements:
- Diploma/Degree in Finance, Banking, Economics, or related fields (candidates with a strong interest in investments are welcome).
- Strong analytical skills with an understanding of financial markets and investment products.
- Excellent communication and interpersonal skills.
- Goal-oriented, self-motivated, and eager to build a long-term career in investment consulting.
- No prior experience required – training will be provided.
- Candidates must be Singaporeans or PRs.
Remuneration & Benefits:
- Competitive base salary with performance-based incentives.
- Career progression opportunities in the financial sector.
- Professional training and mentorship by experienced investment specialists.
- Access to exclusive market insights, investment tools, and networking events.
- Flexible working environment.
If you’re passionate about helping clients grow their wealth and thrive in an investment-focused career, apply today!
Financial Planner
Job Description:
We are looking for a dynamic and driven Financial Planner to join our team. In this role, you will provide expert financial guidance to clients, focusing purely on investment and fund management.
You will help individuals and businesses grow their wealth through strategic financial planning, investment portfolio structuring, and market insights.
If you have a passion for finance, enjoy engaging with clients, and aspire to build a rewarding career in wealth management, we would love to hear from you!
Responsibilities:
- Understand clients' financial goals and risk tolerance to develop tailored investment strategies.
- Provide professional advice on mutual funds, unit trusts, bonds, and other investment instruments.
- Monitor and analyze market trends to offer data-driven recommendations.
- Conduct financial reviews to optimize clients' investment portfolios.
- Build and maintain strong relationships with clients through regular updates and market insights.
- Work closely with internal fund management teams and research analysts to stay updated on market opportunities.
Requirements:
- Diploma/Degree in Finance, Banking, Economics, or related fields (candidates with a strong interest in investments are welcome).
- Strong analytical skills with an understanding of financial markets and investment products.
- Excellent communication and interpersonal skills.
- Goal-oriented, self-motivated, and eager to build a long-term career in investment consulting.
- No prior experience required – training will be provided.
- Candidates must be Singaporeans or PRs.
Remuneration & Benefits:
- Competitive base salary with performance-based incentives.
- Career progression opportunities in the financial sector.
- Professional training and mentorship by experienced investment specialists.
- Access to exclusive market insights, investment tools, and networking events.
- Flexible working environment.
If you’re passionate about helping clients grow their wealth and thrive in an investment-focused career, apply today!