Financial Planner

To apply or find out more, please contact Leong Jia Wei (Reg No: R25157456) jiawei@placement. com. sg OR Whatsapp +65 8086 3812 I also carry more Junior and Senior variants of this role; please browse our Company Page to find out more. https://www. mycareersfuture. gov.

sg/companies/placement-professionals-53226217D ' Our client is looking for a Financial Planner to join their growing team. This role involves providing professional financial advice to help clients achieve their financial goals through sound planning and long-term relationship management.

Key Responsibilities

Establish and nurture lasting relationships with clients. Conduct comprehensive financial needs analysis and recommend suitable financial solutions. Guide clients on wealth accumulation, protection, retirement, education, and legacy planning.

Develop personalised financial plans based on clients' goals and risk profiles. Regularly review clients' financial portfolios and provide ongoing servicing. Stay informed about market developments, financial products, and regulatory requirements.

Generate new business opportunities through networking, referrals, and relationship management. Ensure compliance with industry regulations and company policies. Deliver exceptional customer service and uphold a high level of professionalism.

Requirements

Diploma or Degree in any discipline. Relevant CMFAS certifications or a willingness to obtain the required licences. Training and mentorship will be provided for candidates without prior experience.

Previous experience in banking, insurance, sales, customer service, or financial advisory is advantageous but not mandatory. Strong communication and interpersonal skills. Self-motivated with an entrepreneurial mindset. Good presentation and problem-solving skills. Proficient in Microsoft Office applications.

We are looking for someone who is: Dedicated to developing a long-term career. Reliable, responsible, and trustworthy. Resilient and willing to learn. Client-centric