Singapore Job Openings

Asia Human Capital Pte Ltd

Financial Planner

FULL TIME

October 23, 2024

  • Discuss with clients to determine their expenses, income, insurance coverage, financial objectives, tax status, risk tolerance, or other information needed to develop a financial plan.
  • Answering client questions about financial plans and strategies and giving financial advice.
  • Advising strategies for clients in insurance coverage, investment planning, cash management, and other areas to help them reach financial objectives.
  • Reviewing client accounts and plans on a regular basis to understand if life or economic changes, situational concerns, or financial performance necessitate changes in their plan.
  • Preparing or interpreting financial document summaries, investment performance reports, and income projections for clients.
Job Type: Full-time
Pay: $3,000.00 - $7,000.00 per month
Benefits:
  • Flexible schedule
  • Professional development
  • Work from home
Schedule:
  • Monday to Friday
Education:
  • GCE 'A' Level or equivalent (Preferred)
Work Location: Hybrid remote in Singapore 189767
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