Financial Planner

2 weeks ago


Singapore AYO ADVISORY Full time
Roles & Responsibilities

Are You Thriving or Just Surviving as a Financial Consultant?

Why join US?

AYO Advisory is an Agency Unit representing HSBC Life.

Working at HSBC Life Singapore gives you the prestige and strength of being part of the HSBC Group while tapping into the extensive resources of the HSBC Bank eco-system.

This unique combination offers you an unfair advantage over other insurance companies, allowing you to leverage the trust, global reach, and client base that HSBC is known for.

What is in it for you?

Competitive compensation package range from $3,000 to $8,000

A company laptop provided by HSBC Life

HSBC Life Yearly Company International Sales Convention (for Top Performers)

Free leads will be provided within AYO Advisory

Proven framework and unique sales tracking systems within AYO Advisory

AYO Advisory Monthly & Quarterly Incentives (for Top performers)

AYO Advisory Team Bonding Activities

AYO Advisory Annual Overseas Retreat

What you will be doing

Provide comprehensive financial advice across insurance, investment, retirement education, and estate planning.

Conduct regular reviews and maintain long-term client relationships.

Assess clients' financial situations and develop personalized strategies to meet their goals.

Educate clients on a range of financial products and services.

Build and maintain strong client relationships through regular communication and follow-ups.

Stay informed about investment trends, industry trends, regulations, and best practices.

Make 2025 The Year You Finally Find Your Perfect Agency Fit APPLY NOW or email us at alvinyeo@ayoadvisory.com.sg

Tell employers what skills you have

Negotiation
Wealth Management
Account Management
Empathy
Analytical Skills
Autonomy
Financial Planning
Interpersonal Skills
Investments
Relationship Management
Wealth Accumulation
Entrepreneurship
Networking
Life Insurance
Estate Planning
Communication Skills
Retirement Planning
Customer Service
Health Insurance
Retirement
  • Financial Para-planner

    13 hours ago


    Singapore Global Financial Consultants Pte Ltd Full time

    Global Financial Consultants (GFC) is one of Singapore’s most venerable and longest established wealth management and financial advisory businesses. Based in the heart of the financial district of Singapore, GFC is focused on providing a tailored and client-centric approach to help safeguard our clients’ financial future whilst guiding them on the path...


  • Singapore GLOBAL FINANCIAL CONSULTANTS PTE. LTD. Full time

    Global Financial Consultants (GFC) is one of Singapore’s most venerable and longest established wealth management and financial advisory businesses. Based in the heart of the financial district of Singapore, GFC is focused on providing a tailored and client-centric approach to help safeguard our clients’ financial future whilst guiding them on the path...

  • Financial Planner

    1 week ago


    Singapore Manulife Financial Advisers Full time

    Are you an ambitious financial professional looking to elevate your career? Join us for professional and personal development while making a meaningful impact in the lives of our clients. Established in 1899, Manulife Singapore has been assigned an insurer financial strength rating of AA- with a stable outlook by S&P Global ratings. **Key...

  • Financial Planner

    2 days ago


    Singapore Singapore Full time

    Looking to hire Financial Planner (5 slots available) Office in CBD area Job scope : Sales, Client relationships building, Insurance and Investments, Retirement/Financial/Estate/Protection Plannings. Perks: Travel opportunity yearly Good working environment Clear career progression Professional training **JOB REQUIREMENT** Min required qualification :...

  • Financial Planner

    2 weeks ago


    Singapore FLA Organization Pte Ltd Full time

    **Role & Responsibilities**: - Adopting the needs based approach to provide solutions to meet customers financial needs - Develop and implement wealth preservation and wealth accumulation plans - Build and establish customer relationships - **Develop new customer relationships**: - Ensure all operational transactions are executed expeditiously with minimum...


  • Singapore EXCEDER CONSULTING PTE. LTD. Full time

    Roles & ResponsibilitiesJob Responsibilities:Do you wish to be a well respected financial planner and make a difference? Client Consultation: Understand their financial goals, needs, and current financial situation. Conduct comprehensive financial assessments, analyzing income, expenses, investments, debts, and risk factors. Financial Planning: Based on...

  • Financial Planner

    1 week ago


    Singapore FLA Organization Pte Ltd Full time

    **Role & Responsibilities**: - Adopting the needs based approach to provide solutions to meet customers financial needs - Develop and implement wealth preservation and wealth accumulation plans - Build and establish customer relationships - **Develop new customer relationships**: - Ensure all operational transactions are executed expeditiously with minimum...


  • Singapore EZSVS SINGAPORE(PTE.) LTD. Full time

    About the Role:We are seeking a Senior Financial Planner to join our team at EZSVS SINGAPORE(PTE.) LTD. In this role, you will be responsible for conducting financial modeling, variance analysis, and performance reviews.The ideal candidate will have a Bachelor's Degree in Finance, Accountancy, or related field and minimum 7 years of finance experience, with...

  • Financial Planner

    6 days ago


    Singapore Roland Tay Organisation (RTO) Full time

    Whether you are fresh from school or an experienced professional; or even an experienced Financial Practitioner. We offers and provide you with the opportunities to transform your dreams into realities. For you to rise and shine in the field, you will be train by our Top Financial Honorary Director and he will support your business to grow. You will also be...


  • Singapore RLO GENERAL INSURANCE AGENCY Full time

    Alliance Organisation an agency unit representing AXA Insurance Pte Ltd (Reg. No. 199903512M) is now part of HSBC Group A Financial Planner like any self-employed business owner has multiple hats to wear. The learning curve for providing financial services is extremely steep. Plus, the need to learn entrepreneurship is mind blowing. Running an effective...


  • Singapore Hiring Singapore Base Career Full time

    **Looking for BANK Financial Planners** A Global Bank Group is looking to immediately fill 20 Positions. - Benefits:_ - Quarterly Bonus - Career Progression - Annual Travel - Cash Incentives - Job Requirement:_ - Basic Local Education - Minimum A Level / Diploma & Above - Fresh Graduate and Mid Career Switch Welcome - Job Scope:_ - Relationship Manager -...


  • Singapore Magellan & Co. Full time

    Company Magellan & Co. - magellanandco.sg Designation Financial Planner Intern Date Listed 05 Nov 2024 Job Type Entry Level / Junior Executive - Intern/TS Job Period From 06 Dec 2024 - 27 Dec 2024 Profession Banking / Finance Industry Finance Location Name Singapore, Cross Street, Manulife Tower Address 8 Cross St, Singapore...

  • Sales Consultant

    2 weeks ago


    Singapore JONATHON HAN Full time

    We are seeking a highly skilled and experienced Professional Financial Planner to join our team. As a Professional Financial Planner, you will play a crucial role in assisting our clients in achieving their financial goals and securing their financial future. Your expertise and guidance will be essential in providing comprehensive financial planning services...

  • Planner

    2 weeks ago


    Singapore Foot Locker Full time

    Planner - Location - Singapore, Singapore- Corporate Office - Singapore- Foot Locker Asia Pte Ltd- Category - Buying & Planning- Foot Locker- Job Type - Contract**Job Id **46087**Overview**: - Our global house-of-brands inspires and empowers youth culture. Relentlessly committed to fuel a shared passion for self-expression, we create unrivaled experiences...


  • Singapore IPA ADVISORY PTE. LTD. Full time

    Roles & ResponsibilitiesThe Advance Care Planner is responsible for developing and implementing care plans to help customers meet their objectives and managing customer relationships. He/She understands customer profiles and recommends suitable solutions to them. He is also in charge of attracting his own customers through networking sessions, relationship...


  • East Singapore Emprego SG Full time

    **Location** - Singapore, East**Job Type** - Full Time**Salary** - $4,000 - $6,000 Per Month**Date Posted** - 9 hours agoAdditional Details **Job ID** - 111175**Job Views** - 22Roles & Responsibilities This position forms part of the Asia Distribution Centre of Spirax Sarco Pte Limited. The Senior Planner position will be directly responsible for the Asia...


  • Singapore RGF Full time

    **Location**: Singapore **Salary**: Open **Industry**: Manufacturing, Engineering & Industrial, Energy **Sub-industry**: Construction, Renewable Energy **Function**: Finance & Accounting **Job Description**: Financial Planner and Analyst (IMMEDIATE | MNC | Permanent) A leading and growing solar renewable energy industry. **Key Responsibilities**: -...

  • Wealth Planner

    1 week ago


    Singapore ABUNDANT LIFE PLANNERS PTE LTD Full time

    Roles & ResponsibilitiesJob DescriptionWe are seeking a Wealth Planner with expertise in working with Ultra High-Net-Worth individuals and extensive experience in philanthropic planning. The ideal candidate will have an established portfolio of clients that they can transition to our firm, with a proven track record in offering bespoke financial solutions...

  • Wealth Planner

    2 weeks ago


    Singapore CAREER STORY PTE. LTD. Full time

    Roles & ResponsibilitiesWealth PlannerJob OverviewThe Wealth Planner plays a key role in providing trust advisory services and managing family office accounts. This position is responsible for structured account conversions, ongoing account administration, and risk management to ensure client objectives are met while maintaining compliance with regulations...

  • Wealth Planner

    2 weeks ago


    Singapore CAREER STORY PTE. LTD. Full time

    Roles & ResponsibilitiesWealth PlannerJob OverviewThe Wealth Planner plays a key role in providing trust advisory services and managing family office accounts. This position is responsible for structured account conversions, ongoing account administration, and risk management to ensure client objectives are met while maintaining compliance with regulations...