Job Description
Our Client:
Embark on a thrilling career journey as a Financial Planning Manager with our esteemed client, a trailblazer at the forefront of the financial and banking industry. Discover strategies to enhance investment returns and financial well-being, empowering clients to make informed decisions and achieve their financial goals. Step into a dynamic environment where you can contribute to the evolution of the financial landscape, shaping the destinies of clients and defining the next chapter of your professional story. Are you ready to be part of something extraordinary? Explore the exciting possibilities that await you in the heart of Singapore's financial prowess.
The Responsibilities:
* Develop and implement innovative wealth management strategies to empower clients on their journey to financial success
* Foster enduring relationships by providing personalized financial guidance, conducting comprehensive financial reviews, and tailoring solutions to meet individual client needs
* Stay at the forefront of market trends, analysing financial data, and translating insights into actionable recommendations to maximize client portfolios
* Collaborate with a dynamic team to create bespoke financial plans that encompass investment, retirement, and estate planning, ensuring clients are well-positioned for a prosperous future
* Leverage cutting-edge financial technologies to optimize processes, enhance client experiences, and stay ahead in a rapidly evolving wealth management landscape
* Engage in ongoing professional development to stay abreast of industry changes, ensuring the delivery of the most relevant and innovative financial solutions
The Requirements:
* A genuine enthusiasm for empowering clients to achieve their financial goals and a commitment to delivering exceptional service
* Proven ability to envision and execute comprehensive wealth management strategies, demonstrating a keen understanding of market dynamics
* Exceptional interpersonal skills with a focus on building and maintaining strong client relationships, coupled with a deep understanding of their unique financial aspirations
* Strong analytical and quantitative skills, with the ability to interpret complex financial data and derive actionable insights
* Comfortable navigating and utilizing the latest financial technologies to streamline processes and enhance client interactions
* Collaborative spirit with the ability to work seamlessly within a team, contributing to a dynamic and innovative work environment
* Thorough understanding of financial regulations and compliance standards within the wealth management sector
Compensation:
Competitive Salary
Other Information:
Location: Singapore
All shortlisted candidates will be contacted
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Disclaimer: The Company complies with the Tripartite Guidelines on Fair Employment Practices (TGFEP), including the prevailing guidelines on recruitment. All qualified applicants will be considered for the position regardless of their age, race, religion, nationality, marital status, or family responsibilities. A more detailed discussion of the TGFEP is available on the Tripartite Alliance for Fair and Progressive Employment Practices (TAFEP) website at https://www.tal.sg/tafep.
JO Reference: 230612-315864