Financial Planning Specialist / BDM Financial Advisory / Financial Planning Expert

Yash Consultant; Singapore; On-site; SGD 80,000 - 120,000; Full time

Job summary

A leading financial advisory firm is looking for a Financial Planning Specialist to empower clients with expert financial knowledge. This role involves building strong client relationships and providing tailored financial solutions, alongside opportunities for professional growth through industry engagement and recognition programs. Candidates should have a strong educational background in finance and extensive experience in advisory roles.

Benefits

Health Insurance

Paid parental leave

Professional Development opportunities

Company events and celebrations

Employee Recognition Programs

Employee Referral Programs

Qualifications

• Minimum of 7 years of experience in financial advisory.
• At least 3 years in a leadership position.
• Strong knowledge of financial planning and investment strategies.

Responsibilities

• Build relationships with clients to provide personalized financial solutions.
• Guide individuals in making informed financial decisions.
• Stay updated on market trends and provide relevant financial advice.

Skills

Stakeholder management

Analytical mindset

Communication

Interpersonal skills

Education

Bachelor's degree in finance, economics, or a related field

CFP certification

NISM XA XB qualification

Job description

Job Title: Financial Planning Specialist / BDM Financial Advisory / Financial Planning Expert

Are you passionate about empowering people with financial knowledge? Do you thrive on helping individuals make smart financial decisions for a secure future? If yes, then this role is for you!

Key Responsibilities:

1. Build strong relationships with clients by understanding their goals and offering personalized financial solutions.
2. Guide individuals in making informed financial decisions for long-term financial well-being.
3. Provide expert insights on financial planning, investment strategies, and wealth management tailored to client needs.
4. Stay ahead of market trends, regulatory changes, and industry best practices to deliver relevant financial advice.
5. Analyze financial data, track progress, and optimize financial plans for better results.
6. Represent the organization at conferences, meetings, and industry events to promote financial education.

Qualifications & Skills:

• Bachelor's degree in finance, economics, or a related field (MBA-Finance preferred).
• A CFP certification would be a definite advantage; alternatively, candidates should have a NISM XA XB qualification or be working towards the same.
• Minimum of 7 years of experience in financial advisory or related fields, with at least 3 years in a leadership position.
• Strong knowledge of financial planning, investment strategies, and wealth management.
• Excellent stakeholder management skills, along with superior communication and interpersonal skills to educate and engage clients.
• An analytical mindset with the ability to assess financial data and provide strategic recommendations.
• Self-driven, goal-oriented, and passionate about helping others achieve financial success.

Benefits:

• Health Insurance: Coverage including options for dependents.
• Parental Leave: Paid time off for new parents, including maternity, paternity, and adoption leave.
• Professional Development: Opportunities for training, workshops, and conferences to support employees' career growth.
• Company Events and Celebrations: Company outings and team-building activities for bonding between team members.
• Employee Recognition Programs: Awards, incentives, or bonuses for outstanding performance or tenure.
• Employee Referral Programs: Bonuses or incentives for referring qualified candidates who are hired.

How to Join the Dream Team:

1. Apply with a copy of your resume.
2. Complete an assessment test.
3. Participate in an HR round to get to know you better.
4. Attend a round with the respective location head.
5. Final managerial round.

Job Types:

Full-time, Permanent

Benefits:

• Health insurance
• Paid time off

Schedule:

Day shift

Application Questions:

• Current CTC:
• Exp CTC:
• Notice Period:
• Do you have a Bachelor's degree in finance, economics, or a related field?
• Do you hold a CFP certification or are you working towards it?
• Do you have at least 7 years of experience in financial advisory or related fields?
• Have you held a leadership position for at least 3 years in your previous roles?
• Work Location: In person