Personal Financial Executive/Advisor

3 weeks ago


Singapore MAYBANK SINGAPORE LIMITED Full time
Roles & Responsibilities

Overview:

Our team of Financial Advisors are responsible for the growing business of the Bank by forging deep and long-term relationships with our Clients. They are responsible for understanding our Client's needs and provide unbiased advice in managing and growing their wealth.

Responsibilities:

  • Achieve consistent sales performance
  • Achieve new business and customer acquisition goals within the retail segment
  • Provide dedicated client services to the branch's clients
  • Provide advisory in accordance with the Bank's customer service and compliance guidelines
  • Conduct sales presentations to the Bank's prospective customers

Requirements:

  • Bachelor Degree in a Business or Finance discipline.
  • At least 1-year of financial advisory experience preferred, entry Level candidates are welcomed to apply as well.
  • Confident and highly energetic.
  • Self-motivated and driven.
  • Good communication and presentation skills.
  • Excellent leadership track record in extra-curricular activities.

We are looking for an energetic, confident and highly motivated candidate who works great in a team, and have good communication and presentation skills.

If you are seeking a dynamic sales career where sky's the limit, talk to us

Please note only shortlisted candidates will be notified.

Tell employers what skills you have

Wealth Management
Sales Presentations
Leadership
Literacy
Financial Planning
Customer Relationships
Wealth
Customer Acquisition
Compliance
Presentation Skills
Financial Advisory
Customer Service
Personal Development
Financial Services
Hospitality

  • Singapore DLXSG VENTURES Full time

    Roles & ResponsibilitiesWhy IFA?Unlike tied-agents limited to a single institution's products, our Independent Financial Advisors legally compare solutions across 19 financial institutions. This empowers you to provide truly cost-effective and personalized financial advice to your clients. Expand your services with access to mortgage loan options from over...


  • Singapore Private Advertiser Full time

    About the role Join as a Financial Service Advisor and play a vital role in helping our clients achieve their financial goals. As a Financial Service Advisor, you will be responsible for providing tailored financial planning and investment advice to our diverse client base. What you'll be doing Conduct in-depth financial assessments to understand...


  • Singapore finexis advisory Pte Ltd Full time

    About UsAt Finexis advisory Pte Ltd, we don't just build careers – we build futures. We specialize in Critical Illness Protection and strive to create an inclusive and collaborative environment for our advisors to thrive. Our mission is to empower individuals with the right financial strategies and provide ongoing support, claims assistance, and expert...

  • Financial Advisor

    1 day ago


    Singapore Advisors' Clique Full time

    As a Financial Advisor, you are expected to:* Review client portfolios with close attention to detail* Provide financial advisory services to the needs of your Client(s)* Plan and manage in regards to risk and wealth solutions Benefits:* Plan and manage your own working hours by catering to your own needs first* No cap on what you earn* Attractive bonuses...


  • Singapore Private Advertiser Full time

    About UsWe are Private Advertiser, a leading financial services firm dedicated to helping individuals and businesses achieve their financial goals. With a strong commitment to innovation and client-centric service, we have established a reputation for excellence in the industry.Job DescriptionAs a Financial Service Advisor, you will play a vital role in...


  • Singapore NTU (Nanyang Technology University- Main Office-HR) Full time

    Role SummaryWe are seeking a skilled Strategic Financial Advisor to join our team at NTU. In this role, you will work closely with the Finance Business Partner to provide strategic financial support to Nanyang Business School. Your responsibilities will include managing all aspects of school's Self Financing, subsidized and endowed programmes: budgeting,...


  • Singapore Advisors' Clique Full time

    Job SummaryAt Advisors' Clique, we are seeking a highly skilled Financial Services Professional to join our team. As a key member of our financial advisory services team, you will be responsible for providing expert guidance to our clients on their financial portfolios.Key Responsibilities:Conduct thorough reviews of client portfolios with attention to...

  • Financial Advisor

    16 hours ago


    Singapore Advisors' Clique Full time

    As a Financial Advisor, you are expected to: Review client portfolios with close attention to detail Provide financial advisory services to the needs of your Client(s) Plan and manage in regards to risk and wealth solutions Benefits: You can plan and manage your own working hours by catering to your own needs first There is no cap on what you earn...

  • Client Advisor

    2 weeks ago


    Singapore FINANCIAL ALLIANCE PTE. LTD. Full time

    Roles & ResponsibilitiesFinancial Alliance is Singapore's largest, leading and award-winning Independent Financial Advisory Firm. We offer our individual and corporate clients a unique, unbiased and meaningful one-stop experience in financial advisory services. Our wide range of wealth management and financial planning solutions is second to none. Our entire...


  • Singapore PERSOLKELLY Singapore Pte Ltd (Formerly Kelly Services Singapore Pte Ltd) Full time

    As a Financial Services Advisor, you will be responsible for providing expert support and guidance to valued clients, helping them navigate banking services and products.You will play a key role in ensuring customer satisfaction, while also identifying opportunities to enhance services and products.This position offers a competitive salary with generous...


  • Singapore Just Recruit Singapore Pte Ltd Full time

    Company OverviewWe offer an exciting opportunity to work with a talented team of professionals who share your passion for delivering exceptional customer service and helping clients achieve their financial goals.

  • Financial Advisor

    3 weeks ago


    Singapore DLXSG VENTURES Full time

    Roles & ResponsibilitiesEmbark on a Career That Impacts LivesAre you a university student in Singapore looking to jumpstart your career path, or seeking a dynamic role in a fast-growing industry? The role as a Financial Advisor offers the perfect blend of flexibility, entrepreneurial spirit, and unlimited earning potential. Join us and explore a fulfilling...

  • Financial Adviser

    3 weeks ago


    Singapore GLOBAL FINANCIAL CONSULTANTS PTE. LTD. Full time

    Roles & ResponsibilitiesAre you an experienced financial adviser looking for the right platform to take your career to the next level? At Global Financial Consultants (GFC), we provide the infrastructure, support, and client network you need to maximize your earnings and expand your portfolio.Global Financial Consultants (GFC) is one of Singapore's most...

  • Financial Advisor

    3 weeks ago


    Singapore ELI VENTURES Full time

    Roles & Responsibilities[ Embark on a Career That Impacts Lives ]Are you a university student in Singapore looking to jumpstart your career path, or seeking a dynamic role alongside your studies? Our role as a Student Financial Advisor offers the perfect blend of flexibility, entrepreneurial spirit, and unlimited earning potential. Join us and explore a...


  • Singapore New Era Advisory Full time

    Financial Advisor at Great Eastern Financial Advisers Private Limited As a Financial Adviser, you will play a crucial role in guiding clients towards their financial goals. You will provide professional financial advice and offer customized solutions to meet their insurance, investment, and retirement planning needs. Key Responsibilities: Provide...


  • Singapore GLOBAL FINANCIAL CONSULTANTS PTE. LTD. Full time

    Roles & ResponsibilitiesAre you looking to build a career in the financial services industry? Whether you're a fresh graduate or a professional exploring new opportunities, this role provides the perfect foundation to gain valuable industry experience and develop essential business development skills.Global Financial Consultants (GFC) is one of Singapore's...

  • Investment Advisor

    3 weeks ago


    Singapore IFAST FINANCIAL PTE. LTD. Full time

    Roles & ResponsibilitiesPeople avoid adviser-assisted financial planning due to a lack of trust. iFAST Global Markets (iGM) is an investment advisory business launched to tackle this issue head-on – by giving clients full commission transparency in insurance and investment products. Advisers at iGM share a common goal – to provide transparent, ethical...

  • Investment Advisor

    3 weeks ago


    Singapore IFAST FINANCIAL PTE. LTD. Full time

    Roles & ResponsibilitiesPeople avoid adviser-assisted financial planning due to a lack of trust. iFAST Global Markets (iGM) is an investment advisory business launched to tackle this issue head-on – by giving clients full commission transparency in insurance and investment products. Advisers at iGM share a common goal – to provide transparent, ethical...

  • Financial Adviser

    20 hours ago


    Singapore SYNERGY FINANCIAL ADVISERS LTD. Full time

    Roles & ResponsibilitiesTo service clients who arerequesting financial planning services, providing wholesome advice, including: Personal Financial Planning, Personal Will and Estate Planning, HNWI Planning GI InsuranceCandidate must haveA Degree or A Diploma Mature and Outgoing Excellent communication and sales skills.Tell employers what skills you...

  • Financial Adviser

    3 weeks ago


    Singapore IPP FINANCIAL ADVISERS PTE. LTD. Full time

    Roles & ResponsibilitiesIPP have been providing quality financial advice in Singapore since 1983. The Expat Advisory Group, a specialist division within the Company are seeking experienced financial advisers to join their expanding team. Only the most motivated, highly driven and successful need apply.Relevant tertiary educational qualifications (or...