B
BKFG
Financial Representative
Skills
Financial Planning
1 month ago
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Important information
Contract type:
Permanent
Salary:
SGD 60,000 – SGD 90,000 / year
Work mode:
Onsite
Published on:
28 September 2026
What they need
- Build and maintain relationships with clients
- Understand clients' financial goals, needs, and risk profiles to develop tailored financial strategies.
- Provide financial planning solutions and recommendations
- Conduct regular reviews with clients
- Generate new business opportunities through networking, referrals, and relationship-building activities.
- Participate in training, mentoring, and team development programs
- Able to communicate effectively in both English and Chinese.
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