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Financial Planner job in Downtown Core at SnapHunt Pte Ltd

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Financial Planner at SnapHunt Pte Ltd

Financial Planner

SnapHunt Pte Ltd Downtown Core Permanent
42,000 SGD - 72,000 SGD/Year
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  • Flexible working options
  • Leadership Role
  • Personal and professional development

Our Client is now a successful group of financial consultants representing Great Eastern Financial Advisers Private Limited (GEFA), with a strong culture and unique identity.

The Job

You will be responsible for :

  • Financial planning strategies to optimize clients' portfolio, client servicing and personal + professional growth opportunities.
  • Developing and managing a portfolio for Clients.
  • Ensuring high levels of customer satisfaction.
  • Coordinating pre-sales and post-sales follow up.
  • Monitoring market trends.
  • Resolving customer inquiries and requests and ensuring strong customer satisfaction.

Ideal Candidate

Requirements :

  • Responsible individual with a positive and coachable mindset
  • Willing to learn attitude
  • Believer of Financial Planning
  • Minimum full certificate in GCE “A” level, International Baccalaureate Diploma qualification, Diploma awarded by a polytechnic in Singapore or equivalent.
  • You are a self-starter and demonstrate a high level of resilience
  • You are highly goal driven and work well in fast paced environments
  • You possess excellent interpersonal as well as written and verbal communication skills.
  • You are adaptable and thrive in changing environments


Recommended Skills

  • Accounting
  • Financial Services
  • Financial Statements
  • Investments
  • Reconciliation
  • Taxation
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