Financial Advisor

3 weeks ago


Singapore GOSOURCE PTE. LTD. Full time
Roles & Responsibilities

Have a passion for financial planning? Loves listening to clients' stories and motivations in life? Understand Insurance is important for everyone no matter what stage of life cycle? Benefitted from insurance before?
Desire to surpass limitation?

Job Highlights:

  • Salary : Basic + Commission (Uncapped) + Incentives
  • Annual Leave: 21 Days + 1 Birthday Leave
  • Career Progression and Career Transformation opportunities
  • Personal Growth and Learning opportunities.

Job Scope:

  • Provide financial advice supported by proper fact-finding based on customers' financial goals.
  • Maintain and develop long-lasting relationships with both existing and potential customers.
  • Increase customer base by proactively acting on leads from our database and setting up appointments with potential customers.
  • Capitalize on sales opportunities via events, financial reviews, and engagement activities.
  • Conclude sales with referrals
  • Attend to inquiries from customers

Requirements:

  • Min a Local Diploma/Degree in any Discipline.
  • Disciplined and Positive Mindset with a touch of Creativity
  • Honesty and Willingness to go the extra mile

Regret only shortlisted candidates will be notified.

Tell employers what skills you have

Wealth Management
Sales
Microsoft PowerPoint
Referrals
Lifestyle
Microsoft Excel
Aftersales
Financial Planning
Investments
Wealth Accumulation
Wealth
Risk Management
Financial Advisory
Personal Development
Corporate Finance
Financial Services
  • Financial Advisor

    6 days 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 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...

  • Financial Advisor

    5 days 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...


  • Singapore Recruit Express Pte Ltd Part time

    About the RoleWe are seeking a skilled Financial Services Advisor to join our team at Raffles Place. The ideal candidate will be responsible for handling customer inquiries and resolving issues in a timely manner.Key Duties and ResponsibilitiesProvide financial services and product information to customers via phone and email.Analyze customer needs and offer...

  • 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...

  • 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 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 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,...

  • 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...


  • 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 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 SAP ASIA PTE. LTD. Full time

    Roles & ResponsibilitiesWhat you'll do:The Customer Advisory Architecture Advisor (AA) works closely with SAP's Sales organization and the Partner ecosystem to define the account strategy. AAs are responsible for bridging the gap between the customer's business strategy and relevant solutions through crafting the to-be business and solution architectures and...


  • Singapore MAYBANK SINGAPORE LIMITED Full time

    Roles & ResponsibilitiesOverview: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 ...

  • 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 Advisor

    3 weeks ago


    Singapore LUMI SOLUTIONS PTE. LTD. Full time

    Roles & ResponsibilitiesJob scope: Acquiring clients and providing ongoing service to build and maintain long-term, sustainable relationships. Assist in creating financial plans for individuals and businesses. Support clients with risk management, wealth accumulation, retirement and legacy planning. Attend training sessions, workshops, and leadership...

  • Financial Advisor

    3 weeks ago


    Singapore LUMI SOLUTIONS PTE. LTD. Full time

    Roles & ResponsibilitiesJob scope:Acquiring clients and providing ongoing service to build and maintain long-term, sustainable relationships. Assist in creating financial plans for individuals and businesses. Support clients with risk management, wealth accumulation, retirement and legacy planning. Attend training sessions, workshops, and leadership...

  • financial advisor

    3 weeks ago


    Singapore GOSOURCE PTE. LTD. Full time

    Roles & ResponsibilitiesWEEKDAYS + 1 WEEKENDROADSHOWS / OFFICEAbout the role As a sales specialist in Banking Industry, you will play a crucial role in driving the bank's sales strategy. This full-time position, based in roadshows / office, involves engaging with clients, identifying their needs, and providing tailored solutions that exceed their...


  • 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...


  • Singapore Advisors' Clique Full time

    As a Financial Advisor at Advisors' Clique, you will play a vital role in helping clients achieve their financial goals.About the RoleThe ideal candidate will have excellent communication skills and be able to provide expert advice on financial planning and management.Key ResponsibilitiesReview client portfolios with close attention to detailProvide...