Student Financial Advisor(fresh grad)

4 weeks ago


Singapore ET MARKETING PTE. LTD. Full time
Roles & Responsibilities

Roles & Responsibilities

•To Identify target markets and sales opportunities (Foreigners and expatriates residing locally)
•Develop relationships with targeted market segments (Foreigners and expatriates residing locally)
•Build and maintain targeted client bases, keeping current client plans up-to-date and acquiring new clients on an ongoing basis
•Maintain relationship with clients and prospective clients by contacting/meeting with them periodically
•Explaining/Giving advice to clients and prospective clients the types of services / investment products and the responsibilities to be taken by the Financial Services Consultant.
•Interview clients to determine their current income, expenses, insurance coverage, financial objectives, risk tolerance, and other information needed to develop a financial plan
•Research and investigate available insurance/investment products to determine whether they fit into financial plans of clients
•Recommend financial planning strategies to clients to achieve their financial goals and objectives
•Implement financial planning recommendations to clients or prospective clients
•Arranging contracts of insurance for clients with the company
•Collecting initial premium from clients for the company
•Maintain persistency of sales in in-force policies


Requirements

•Diploma/ Degree holder in any discipline
•Student in University on 1st or 2nd year, fresh graduate
•Excellent interpersonal skills and leadership potential


Tell employers what skills you have

Wealth Management
Management Skills
Sales
Lifestyle
Leadership
Tolerance
Financial Planning
Interpersonal Skills
Investments
Wealth Accumulation
Wealth
Planner
Life Insurance
Presentation Skills
Consulting
Financial Advisory
Customer Service
Health Insurance
Financial Services

  • Singapore ET MARKETING PTE. LTD. Full time

    Roles & Responsibilities To Identify target markets and sales opportunities (Foreigners and expatriates residing locally) Develop relationships with targeted market segments (Foreigners and expatriates residing locally) Build and maintain targeted client bases, keeping current client plans uptodate and acquiring new clients on an ongoing basis Maintain...


  • Singapore ET MARKETING PTE. LTD. Full time

    Job Title: Financial Services Consultant at Wealth Management CompanyTo identify target markets and sales opportunities among Foreigners and expatriates residing locallyDevelop relationships with targeted market segments, keeping client plans up-to-date and acquiring new clientsMaintain relationships with clients by meeting with them periodically and...


  • Singapore Financial Designers Full time

    Are you still studying or unsure of what career lies ahead but eager to get a head start? Are you yearning for the freedom to make your own choices while paving the way for a prosperous future with passive income opportunities? If so, we have the perfect opportunity waiting for you As part of our team, you'll take the reins of your own journey, mastering...


  • Singapore Financial Designers Full time

    Are you still studying or unsure of what career lies ahead but eager to get a head start? Are you yearning for the freedom to make your own choices while paving the way for a prosperous future with passive income opportunities? If so, we have the perfect opportunity waiting for you As part of our team, you'll take the reins of your own journey, mastering...


  • Singapore ELI VENTURES Full time

    Embark on a Career That Impacts LivesAre 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 fulfilling career in financial...

  • Financial Advisor

    2 weeks ago


    Singapore PHARE VENTURE Full time

    Work-life balance, essential financial knowledge, attractive remunerationsWe are looking for university students or fresh graduates in Singapore to join us as a Student Financial Advisor. Are you are looking to kickstart your career, or seeking a meaningful role while studying?This role offers flexible work arrangement, equipping you with essential knowledge...


  • 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...


  • 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

    2 weeks ago


    Singapore PHARE VENTURE Full time

    **Work-life Balance, Flexi-work Arrangement, Attractive RemunerationsThis role offers flexible work arrangement, equipping you with essential knowledge on financial planning, along with attractive remunerations. Fret not, training & mentorship will be provided. Connect with us and explore a fulfilling career in financial advisory.Mid-career switch & Fresh...

  • Summer Programme

    2 months ago


    Singapore Advisor Alliance Group Full time

    Join Advisors Alliance Group's Summer Program 2024! Are you:Undergraduate who has already committed to other internships but available for the last few weeks of summer breakNSF going to ORD soonPre-matriculation student We have an exciting opportunity tailored just for you! Advisors Alliance Group is thrilled to announce our accelerated 2 weeks Summer...

  • Summer Programme

    4 weeks ago


    Singapore Advisor Alliance Group Full time

    Join Advisors Alliance Group's Summer Program 2024! Are you:Undergraduate who has already committed to other internships but available for the last few weeks of summer breakNSF going to ORD soonPre-matriculation student We have an exciting opportunity tailored just for you! Advisors Alliance Group is thrilled to announce our accelerated 2 weeks Summer...

  • Financial Advisor

    4 weeks ago


    Singapore THE BLUE BARREL PTE. LTD. Full time

    Roles & Responsibilitiesview more jobs : www.blueboxjobs.comWork-life balance, essential financial knowledge, attractive remunerationThis role offers flexible work arrangement, equipping you with essential knowledge on financial planning, along with attractive remuneration. Fret not, training and mentorship will be provided. Connect with us and explore a...

  • Financial Advisor

    1 month ago


    Singapore THE BLUE BARREL PTE. LTD. Full time

    Roles & Responsibilitiesview more jobs : www.blueboxjobs.comWork-life balance, essential financial knowledge, attractive remunerationThis role offers flexible work arrangement, equipping you with essential knowledge on financial planning, along with attractive remuneration. Fret not, training and mentorship will be provided. Connect with us and explore a...


  • Singapore ELI 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 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 ELI 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 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...

  • FINANCIAL ADVISOR x10

    2 months ago


    Singapore TALENTVIS SINGAPORE PTE. LTD. Full time

    [HIGH COMMISSION & FLEXI HRS | OWN TIME OWN TARGET] BASIC + UNCAPPED COMMISSION OWN TIME OWN TARGET Islandwide Training + Certification provided, NO NEED EXPERIENCEDIPLOMA FRESH GRAD HIGHLY WELCOMEDJob scope:Find leads by networking and referrals- Contact potential clients - Understand their needs and financial goals, and sell the products - Keep long-term...

  • FINANCIAL ADVISOR x15

    4 weeks ago


    Singapore TALENTVIS SINGAPORE PTE. LTD. Full time

    [HIGH COMMISSION & FLEXI HRS | OWN TIME OWN TARGET] BASIC + UNCAPPED COMMISSION OWN TIME OWN TARGET Islandwide Training + Certification provided, NO NEED EXPERIENCEDIPLOMA FRESH GRAD HIGHLY WELCOMEDJob scope:Find leads by networking and referrals- Contact potential clients - Understand their needs and financial goals, and sell the products - Keep long-term...

  • Associate (Fresh Grad)

    2 months ago


    Singapore LION INTERNATIONAL FINANCIAL (SINGAPORE) PTE. LTD. Full time

    Roles & ResponsibilitiesLion International Financial (Singapore) Pte. Ltd. (Lion Singapore) is incorporated brokerage company in Singapore. It has been approved by MAS to conduct the regulated activities of dealing in capital markets products that are exchange-traded derivatives contracts, over-the-counter derivatives contracts and leveraged foreign exchange...


  • Singapore AFFLUENCE188 Full time

    Roles & ResponsibilitiesBreak Your Income Ceiling and Enjoy Flexible Work !Feeling stuck in your career? Ready to ditch the 9-5 grind and make your own schedule?Admin is your ticket to a more flexible, lucrative career path. This innovative company provides stable monthly income for mid-career switchers and fresh grads alike.You'll get: Promising ...

  • Financial Consultant

    2 weeks ago


    Singapore ELITEZ PTE. LTD. Full time

    Our client is a local bankResponsibilities: Face to face meetings with customers or televideo calls for financial planning sessions Leads are generated from the bank massive customer base. They have AI/algorithms to trigger a lead that the customer "might" be interested. e.g. if a customer is using the banks' online retirement calculator or if the customer...