Senior Financial Consultant
4 weeks ago
Responsibilities:
- Understand and address your clients' needs for income protection, savings and investments, healthcare, retirement, business continuity and estate distribution.
- Provide continual and extra-mile services and support to clients, assisting to achieve their financial needs through different stages of their lives.
- Acquire new businesses while maintaining current account portfolio
- Tactful negotiations of contract with prospects
- Process documentations and keeping proper records.
- Planning for personal and corporate clients on risk and wealth management, succession and estate planning.
Requirements:
- Meeting MAS-FAA regulations, you should be at least of 21 years of age to quality as a financial planner
- Holds a Diploma/Degree qualification
- Prior working experience in sales is seen as an advantage
- Goal oriented, self-driven and pro-active in character
- Strong communication and interpersonal skills
Tell employers what skills you have
Wealth Management
Market Risk
Business Continuity
Valuation
Healthcare
Unit Testing
Investments
Financial Markets
Trading Systems
Trading System
Planner
Estate Planning
Income Protection
Business Analyst
Retirement
Credit Risk
-
Financial Services Consultant
4 weeks ago
Singapore INFINITUM FINANCIAL ADVISORY PTE. LTD. Full timeRoles & ResponsibilitiesAre you looking to be a financial service professional in a leading multiple provider Financial Advisory firm?Job Highlights· Fulfilling Career with Attractive Remuneration Model· Exciting Career Progression and Developmental Pathway· Flexible Hours & Work Life BalanceJob DescriptionWe are looking for dynamic and talented candidate...
-
Financial Services Consultant
4 weeks ago
Singapore INFINITUM FINANCIAL ADVISORY PTE. LTD. Full timeRoles & ResponsibilitiesAre you looking to be a financial service professional in a leading multiple provider Financial Advisory firm?Job Highlights· Fulfilling Career with Attractive Remuneration Model· Exciting Career Progression and Developmental Pathway· Flexible Hours & Work Life BalanceJob DescriptionWe are looking for dynamic and talented candidate...
-
Corporate Financial Services
4 hours ago
Singapore AUXILIARY CONSULTANT (AC) Full timeJob Title: Senior Finance ManagerCompany Overview: AUXILIARY CONSULTANT (AC) is a dynamic organization that requires a senior finance professional to oversee its financial operations.Key Responsibilities:Lead financial planning, analysis, and reportingCollaborate with departments to achieve financial objectivesDevelop and implement financial strategies to...
-
Senior Financial Consultant
5 days ago
Singapore Independent Resourcing Consultancy Ltd Full timeJob Description:We are representing a leading International Wealth Management firm seeking an experienced and qualified Senior Financial Consultant to join their team in Singapore.The ideal candidate will be responsible for providing expert financial advice to clients, helping them achieve their financial goals and secure their financial futures.
-
Financial Advisor
7 hours ago
Singapore Drawbridge Financial (drfin) Full timeCompany Description Drawbridge Financial (drfin) is a leading financial consulting group representing Great Eastern Life, specializing in financial planning, risk-planning, and corporate benefits. Our team offers personalized financial services such as investment advisory, wealth management, and financial planning for individuals. For businesses, we provide...
-
Senior Financial Manager
7 days ago
Singapore Achieve Career Consultant Pte Ltd Full timeJob DescriptionThis is a challenging and rewarding opportunity for a seasoned finance professional to join Achieve Career Consultant Pte Ltd as a Finance Executive/Senior Executive.Main DutiesManage the full spectrum of Accounts Payables and General Ledger functions, ensuring accuracy and timeliness.Liaise with vendors, internal and external auditors, banks,...
-
Financial Consultant
7 days ago
Singapore AIA Financial Advisers Full timeCompany OverviewAIA Financial Advisers is one of the largest and most renowned financial institutions in Singapore and the world. With a strong presence and market share, we offer a wide range of financial solutions to individuals and businesses.With our commitment to excellence and customer satisfaction, we strive to provide the best possible service to our...
-
Financial Advisor
2 days ago
Singapore Drawbridge Financial (drfin) Full time5 days ago Be among the first 25 applicants Direct message the job poster from Drawbridge Financial (drfin)Financial Planning Leader | Team Manager of highly successful individuals | MDRT Achiever | Father and husband Company Description Drawbridge Financial (drfin) is a leading financial consulting group representing Great Eastern Life, specializing in...
-
Financial Analyst
6 days ago
Singapore Financial Company Full timeLooking for a Career with Growth , Flexibility &Financial Freedom ?Read On!Are you feeling stuck in a job with limited career progression ? Looking for an opportunity that rewards effort over tenure ? Or perhaps you’re considering a mid-career switch but unsure about the right path?If you’re ready for a career that gives you control over your time,...
-
Senior Consultant
4 weeks ago
Singapore HARVEST ADVISORS FINANCIAL HOLDINGS PTE. LTD. Full timeRoles & ResponsibilitiesHarvest Advisors holds a Capital Markets Securities (CMS) licence and is regulated by the Monetary Authority of Singapore.We provide asset management services for institutional investors as well as private wealth management solutions for high-net worth investors in Asia. Our clients include sovereign wealth funds, financial...
-
Senior Consultant
4 weeks ago
Singapore HARVEST ADVISORS FINANCIAL HOLDINGS PTE. LTD. Full timeRoles & ResponsibilitiesHarvest Advisors holds a Capital Markets Securities (CMS) licence and is regulated by the Monetary Authority of Singapore.We provide asset management services for institutional investors as well as private wealth management solutions for high-net worth investors in Asia. Our clients include sovereign wealth funds, financial...
-
Senior Personal Financial Consultant
5 hours ago
Singapore OVERSEA-CHINESE BANKING CORPORATION LIMITED Full timeRoles & ResponsibilitiesOCBC opens doors to new opportunities.Start your career with OCBC as a Senior Personal Financial Consultant!At OCBC we are constantly on the lookout for exceptional individuals to join our team. As Singapore’s longest established local bank, we have a global network of more than 450 branches and representative offices in more than...
-
Senior Personal Financial Consultant
7 hours ago
Singapore OVERSEA-CHINESE BANKING CORPORATION LIMITED Full timeRoles & ResponsibilitiesOCBC opens doors to new opportunities.Start your career with OCBC as a Senior Personal Financial Consultant!At OCBC we are constantly on the lookout for exceptional individuals to join our team. As Singapore’s longest established local bank, we have a global network of more than 450 branches and representative offices in more than...
-
Financial Consultant
4 weeks ago
Singapore MANULIFE FINANCIAL ADVISERS PTE. LTD. Full timeRoles & ResponsibilitiesResponsibilities: Understand and address your clients' needs for income protection, savings and investments, healthcare, retirement, business continuity and estate distribution. Provide continual and extra-mile services and support to clients, assisting to achieve their financial needs through different stages of their lives. ...
-
Financial Consultant
4 weeks ago
Singapore MANULIFE FINANCIAL ADVISERS PTE. LTD. Full timeRoles & ResponsibilitiesResponsibilities: Understand and address your clients' needs for income protection, savings and investments, healthcare, retirement, business continuity and estate distribution. Provide continual and extra-mile services and support to clients, assisting to achieve their financial needs through different stages of their lives. ...
-
Senior Financial Adviser
4 weeks ago
Singapore IPP FINANCIAL ADVISERS PTE. LTD. Full timeRoles & ResponsibilitiesIPP have been providing quality financial advice in Singapore since 1983. The Expat Advisory Group, a specialist division within the Company are seeking highly experienced financial advisers to join their expanding team. Only the most motivated, highly driven and successful need apply.Relevant tertiary educational qualifications (or...
-
Senior Financial Adviser
4 weeks ago
Singapore IPP FINANCIAL ADVISERS PTE. LTD. Full timeRoles & ResponsibilitiesIPP have been providing quality financial advice in Singapore since 1983. The Expat Advisory Group, a specialist division within the Company are seeking highly experienced financial advisers to join their expanding team. Only the most motivated, highly driven and successful need apply.Relevant tertiary educational qualifications (or...
-
Financial Solutions Consultant
6 days ago
Singapore Sony Life Financial Advisers Full timeCompany OverviewSony Life Financial Advisers is a leading financial services provider committed to delivering exceptional customer experiences.">Job DescriptionWe are seeking a highly skilled Relationship Manager to join our team, responsible for building and maintaining strong relationships with clients.The ideal candidate will have a minimum of 2 years of...
-
Financial Solutions Consultant
5 days ago
Singapore WMRC Private Ltd Full timeJob Summary:We are seeking a highly skilled Financial Solutions Consultant to join our team at WMRC Private Ltd. As a Financial Solutions Consultant, you will be responsible for delivering optimized investment performance and profitably growing assets under management for high net worth clients in the region.You will maintain up-to-date knowledge of the...
-
Financial Operations Manager
4 hours ago
Singapore AUXILIARY CONSULTANT (AC) Full timeJob Title: Finance ManagerCompany Overview: AUXILIARY CONSULTANT (AC) is an organization that values expertise and innovation in its financial operations.Key Responsibilities:Manage accounting and budgeting processes to ensure accurate financial reportingCollaborate with departments to identify areas for financial efficiency and cost reductionProvide...