Financial Advisory Representative

9 hours ago


Singapore FINANCIAL ALLIANCE PTE. LTD. Full time
Roles & Responsibilities

JOB DESCRIPTION

  • To profile clients' needs and provide them with purposeful financial advice.
  • To acquire new clients through your own means or through our dynamic range of business development and sales activities.
  • Actively develop a financially independent and savvy clientele through meaningful use of financial planning techniques, such as Asset Allocation, Unit Trusts, Life and Health Insurance, Wills and Trust Service, etc.
  • Engage in business development activities, including client presentations, seminars, and workshops.

JOB REQUIREMENTS

  • Self-motivated, with a strong will to excel in a competitive environment.
  • Minimum GCE 'A' Levels, Diploma or above. Accreditation in CMFAS Modules 5, 8, 8A, 9 & 9A is highly preferred.
  • Ability to effectively interact and communicate with a broad range of people. Able to take the initiative and work in a team environment.
  • Pleasant personality and good learning attitude.
  • Experience in marketing/sales is an added advantage.

Tell employers what skills you have

IFRS
Power Generation
Financial Statements Analysis
Asset Allocation
Wills
Corporate Development
Financial Planning
Works Well With Others
Wealth Accumulation
Financial Accounting
Project Finance
Financial Modelling
Health Insurance
Business Development
Acquisitions

  • Singapore Infinity Financial Advisory Full time

    Role Description This is a full-time on-site role for a Finance Commission Executive at Infinity Financial Advisory in Singapore. The Finance Commission Executive will be responsible for commission payout. Responsibilities Reconciliation of all incoming commission from insurers/providers and match them with the inception reports provided Upload the correct...

  • Team Leader

    9 hours ago


    Singapore FINEXIS ADVISORY PTE. LTD. Full time

    Roles & ResponsibilitiesJob Highlights Competitive Industry Remuneration Strong Company Culture and Support Strong IT infrastructureAbout the role:Are you a thriving financial advisor ready to elevate your career? Do you have a passion for leadership, a clear vision for success, and the drive to build and lead a highly successful team? If so, we are...


  • Singapore INFINITUM FINANCIAL ADVISORY PTE. LTD. Full time

    Roles & ResponsibilitiesWe are looking for dynamic and talented candidate to join us as Wealth Advisory Specialist (WAS). This is a permanent role with a basic salary, attractive sales incentives and staff benefits (annual leave, medical leave, medical reimbursements). As a WAS, you help to plan, manage and work with clients to provide tailor-made wealth...


  • Singapore AIA Financial Advisers Full time

    3 days ago Be among the first 25 applicants Direct message the job poster from AIA Financial Advisers Executive Director of AIA Pinnacle Organisation | Head of KEN Group Company Description AIA Financial Advisers (AIA FA) aims to provide customers with more choices and greater accessibility for quality and professional face-to-face financial advice....


  • Singapore INFINITUM FINANCIAL ADVISORY PTE. LTD. Full time

    Roles & 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...


  • Singapore Excelsior Financial Full time

    1 day ago Be among the first 25 applicants Direct message the job poster from Excelsior Financial Chartered Financial Consultant | Agency Leader | Mentor | Speaker Financial Consultant - Because Saving the Day Pays Better Than a Cape Are you the Sherlock of spreadsheets or the Oprah of advice? Join our squad of rockstar advisors and prove that financial...

  • Financial Consultant

    7 hours ago


    Singapore Polaris Compass Advisory Full time

    Polaris Compass Advisory Representing Professional Investment Advisory Services Pte Ltd   Not just a job, but a profession.      Job Description A career in Financial Consulting may seem intimidating to most. However, at Polaris Compass Advisory, we believe that this is the place to begin, grow and establish your entrepreneurial practice. The path of a...


  • Singapore Zürcher Kantonalbank, Representative Office Registered in Singapore Full time

    We are looking for an experienced Assistant to the Chief Representative. This role will focus on ensuring the smooth daily operation of the office while assisting the Chief Representative in relationship management activities. Key Responsibilities Office Operation: Coordinate daily activities to ensure smooth operation. Financial Management: Work with head...

  • Financial Consultant

    11 hours ago


    Singapore PIAS - Polaris Advisory Group Full time

    Financial Consultant Polaris  Advisory Group Representing Professional Investment Advisory Services Pte Ltd   Not just a job, but a profession   Join Polaris Advisory Group as a Wealth Manager! Are you ready for a career that not only offers flexibility and growth but also provides the satisfaction of helping clients secure their financial future? At...


  • Singapore Polaris Compass Advisory Full time

    Job DescriptionA career in financial consulting offers a unique blend of challenge and reward. At Polaris Compass Advisory, we foster an environment where professionals can grow and develop their skills.The role of a financial consultant requires dedication and a strong commitment to delivering exceptional results for clients. In return, this career path...


  • Singapore IPP Financial Advisers Full time

    Job description Summary: We are one of the leading Licensed Financial Advisory Firms that has been providing financial planning services to clients for more than a decade. We provide a platform to groom and nurture talents in the area of compliance. The compliance role is to ensure that the company and its representatives conduct their business in...

  • Financial Adviser

    11 hours 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...


  • Singapore Financial Alliance Pte Ltd Full time

    Take Control of Your Time, Income, and Career Growth – Join Us as a Digital Wealth Consultant!Are you looking for a breakthrough in your financial advisory career or considering a mid-career switch? We are actively seeking motivated individuals to join our team, including: Existing financial advisers, insurance specialists/agents, bankers, or...

  • Financial Adviser

    9 hours ago


    Singapore SYNERGY FINANCIAL ADVISERS LTD. Full time

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


  • Singapore ING APAC Full time

    About ING & Wholesale Banking (WB)ING is a leading European bank. Our more than 60,000 employees serve more than 38 million customers, corporate clients and financial institutions in over 40 countries. Our purpose is to empower people to stay a step ahead in life and in business.ING WB in Asia Pacific (APAC) is present and active in 11 major economies across...


  • Singapore Highlife Advisory Full time

    At Highlife Advisory, we specialize in comprehensive estate and financial planning to help individuals create a lasting legacy for future generations. Our mission is to make a positive impact on our clients' lives through thoughtful and strategic planning. We believe in safeguarding values, preserving legacies, and ensuring financial security for those...


  • Singapore MCG Talent Full time

    Director, Financial Communications Advisory (Singapore)My client is a top-tier financial advisory comms firm, now looking for a skilled leader to be based out of their Singapore office. The right candidate will have strong experience in financial communications and strategy across financial services and capital markets. They will be involved in all facets...


  • Singapore IPP Financial Advisers Pte Ltd Full time

    Job description Summary: We are one of the leading Licensed Financial Advisory Firms that has been providing financial planning services to clients for more than a decade. We provide a platform to groom and nurture talents in the area of compliance. The compliance role is to ensure that the company and its representatives conduct their business in...

  • Financial Consultant

    10 hours ago


    Singapore MANULIFE FINANCIAL ADVISERS PTE. LTD. Full time

    Roles & 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. ...


  • Singapore ORACLE FINANCIAL ADVISORY Full time

    Roles & ResponsibilitiesLoanWorks Singapore is expanding and we are looking for driven, dynamic individuals with strong networking skills to join us as loan consultants. The role encompasses sales, client advisory & account management requirements. We offer a structured career progression path with an attractive remuneration package & performance bonuses.i)...