Financial Planner

We’re buying Financial Planner to help clients manage their finances. You are likely to be our clientsÕ trusted advisor in areas including investments, cash flow, savings and debt management.

Our financial planner must certainly be a powerful communicator with experience in financial planning and business development. If you’re analytical, meticulous and customer-oriented, we’d like to meet up you.

Your goal will be to ensure clientÕs make wise and profitable decisions to meet up their financial goals.

Job Responsibilities:

  • Analyse clientsÕ financial statuses (e.g. income, expenses and liabilities)
  • Examine and suggest financial opportunities (e.g. insurance plans, investments)
  • Develop sound plans and budgets for clientÕs
  • Customize financial plans based on clientsÕ changing needs
  • Help clientÕs implement their plans and carry out transactions
  • Present and sell suitable financial products and services
  • Find and approach prospective clientÕs
  • Build strong relationships to retain existing clientÕs
  • Maintain updated knowledge of regulations, practices and financial products

Candidate Requirements:

  • Proven experience as financial planner or similar role; experience in sales or customer support is a resource
  • Power to analyse financial information and conform to regulations
  • Proficiency in MS Office and CRM systems
  • Focus on detail and strong math skills
  • Strong ethics, with a customer-oriented attitude
  • Outstanding communication skills, with the ability to foster long-term relationships
  • Valid professional license (e.g. Series 7 & 66)
  • BSc/BA in accounting, finance, business administration or relevant field; professional certification (e.g. CFP) is just a plus

Work Trial:

Mode: ( Video / Voice / In-Person)
Work trial period varies based on individual applications.
Further information will be provided once your application is assessed.