Client Advisor/ Senior Client Advisor
3 weeks ago
With a monthly paid salary, employee benefits and Induction trainers to impart their skills, we fully equip you to embark on a career of financial advisory, Made Yours
As part of our multi-channel distribution strategy, you will be in the forefront to provide our customers with financial and life protection solutions. Not just a regular salesperson, you will represent us as a passionate, honest and professional adviser.
With a steady stream of referrals from our direct marketing and servicing teams, you will have no lack of sales opportunities. You enjoy conducting financial needs analysis for the customers and provide them sound advice on the best financial products that meets their needs
You will be required to:
- Provide sound financial advice with proper fact-finding and review of customers financial goals
- Maintain long-lasting relationships with both existing and potential customers
- Capitalize on sales opportunities via customer events, financial reviews and branch engagement activities
- Increase our customer base by proactively acting on leads from our database and setting up appointments with potential customers
- Ensure sales conversion by capitalizing on referrals from Branch Services colleagues
Qualifications - External
To join us as a Client Advisor, you will need:
- No prior experience
- Have obtained at least a full certificate in diploma or degree in any field
- CMFAS certifications M5, M9, M9A, HI, BCP, PGI preferred, but not necessary
- Enjoy seeing tangible results of your hard work, and motivated by performance-based incentive structures
- Have good interpersonal skills and be passionate about helping customers achieve greater financial competency
This is a full-time, permanent position, and you will be assigned to Income branches. This is a corporate role. Remuneration package includes a permanent basic salary, attractive sales incentives and full employee benefits. We also provide training and career progression which can be found here.
We welcome your application if you do not have insurance experience but is keen on a career in insurance sales.
Tell employers what skills you have
Wealth Management
Talent Management
Referrals
Managed Services
Talent Acquisition
Interpersonal Skills
Working With Clients
Needs Analysis
Strategy
Employee Benefits
Publishing
Market Intelligence
Financial Advisory
Direct Marketing
-
Client Advisor
5 days ago
Singapore Burberry (singapore) Distribution Company Pte Ltd Full timeINTRODUCTIONBorn from innovation, Burberry is a global luxury brand with a rich British heritage.Founded in 1856, our brand is underpinned by our founder's passion for the outdoors. Thomas Burberry invented the innovative rain-ready fabric gabardine to protect explorers from the elements. In doing so, he created the foundation for the iconic Burberry trench...
-
Client Advisor
3 weeks ago
Singapore Nech Capital Pte. Ltd. Full timeAs a Client Advisor specializing in Ultra High Net Worth (UHNW) clients, you will play a pivotal role in our external asset management team. Your key responsibilities will be bringing your own book of accounts as well as acquiring new clients and managing the client portfolios based on their respective investment objectives. This role is expected to be like...
-
Client Advisor
3 weeks ago
Singapore NECH CAPITAL PTE. LTD. Full timeRoles & ResponsibilitiesAs a Client Advisor specializing in Ultra High Net Worth (UHNW) clients, you will play a pivotal role in our external asset management team. Your key responsibilities will be bringing your own book of accounts as well as acquiring new clients and managing the client portfolios based on their respective investment objectives. This role...
-
Client Advisor
3 weeks ago
Singapore Richemont Full timeWould you like to be a modern Hero?Founded in 1860 in Florence as a workshop, shop and subsequently school of watch-making, Panerai is renowned for producing high-precision instruments for the Italian Navy with a pulse on innovation and function. Protected by military secrets, these creations were only launched in the International market when the brand was...
-
Client Advisor
4 weeks ago
Singapore Richemont Full timeWould you like to be a modern Hero? Founded in 1860 in Florence as a workshop, shop and subsequently school of watch-making, Panerai is renowned for producing high-precision instruments for the Italian Navy with a pulse on innovation and function. Protected by military secrets, these creations were only launched in the International market when the brand...
-
Client Advisors
1 week ago
Singapore GMP Technologies Full timePerm Client AdvisorsJob scopes • Provide sound financial advice with proper fact-finding and review of customers financial goals • Maintain long-lasting relationships with both existing and potential customers • Capitalize on sales opportunities via customer events, financial reviews and branch engagement activities • Increase our customer base by...
-
Client Advisor
2 weeks ago
Singapore Ivyprep Private Limited Full timeCompany Overview:IvyPrep Singapore is a leading educational institution committed to providing high-quality educational services to students. Our mission is to empower young minds to achieve academic excellence and personal growth. With a focus on innovation and personalized learning, IvyPrep Singapore aims to nurture the next generation of leaders and...
-
VP, Client Advisor
4 weeks ago
Singapore United Overseas Bank Limited Full timeYou will be part of a group of highly trained financial professionals. You will be trained in the UOB Privilege Client Engagement Process and be our lead manager in developing and growing our Privilege client relationships. You will be required to provide financial advisory services as well as appropriate financial and investment solutions and advice to our...
-
Associate/Senior Associate
3 weeks ago
Singapore Lighthouse Canton Pte. Ltd. Full timeJob Purpose:Deliver superior client experience through understanding, anticipating and executing with accuracy client's transactions and providing excellent administrative and organizational support to Client Advisors. Assist Client Advisor in managing client relationships, providing sound financial planning advises, and ensuring excellent day-to-day...
-
Client Advisor
1 week ago
Singapore IVYPREP PRIVATE LIMITED Full timeRoles & ResponsibilitiesCompany Overview:IvyPrep Singapore is a leading educational institution committed to providing high-quality educational services to students. Our mission is to empower young minds to achieve academic excellence and personal growth. With a focus on innovation and personalized learning, IvyPrep Singapore aims to nurture the next...
-
VP, Client Advisor – Privilege Banking
4 weeks ago
Singapore UNITED OVERSEAS BANK LIMITED Full timeRoles & ResponsibilitiesYou will be part of a group of highly trained financial professionals. You will be trained in the UOB Privilege Client Engagement Process and be our lead manager in developing and growing our Privilege client relationships. You will be required to provide financial advisory services as well as appropriate financial and investment...
-
Associate/Senior Associate
3 weeks ago
Singapore LIGHTHOUSE CANTON PTE. LTD. Full timeRoles & ResponsibilitiesJob Purpose:Deliver superior client experience through understanding, anticipating and executing with accuracy client's transactions and providing excellent administrative and organizational support to Client Advisors. Assist Client Advisor in managing client relationships, providing sound financial planning advises, and ensuring...
-
Assistant VP, Client Advisor
4 weeks ago
Singapore United Overseas Bank Limited Full timeYou will be part of a group of highly trained financial professionals. You will be trained in the UOB Privilege Client Engagement Process and be our lead manager in developing and growing our Privilege client relationships. You will be required to provide financial advisory services as well as appropriate financial and investment solutions and advice to our...
-
Client Advisor, Senior Vice President
4 weeks ago
Singapore Reeracoen Singapore Pte Ltd Full timeOverviewSalary10,000 SGD 30,000 SGDIndustryFinance(Securities)Job DescriptionOur Client is a local MAS-regulated Investment Company. The role of a Client Advisor, (Senior Vice President) is to be responsible for servicing and advising clients on financials. What you will be doing - Build client relationships based on developing strategies focused on...
-
Client Advisor, Private Wealth
4 weeks ago
Singapore Maybank Singapore Limited Full timeAs a Client Advisor in the Private Banking segment, you are responsible for the achievement of financial and non-financial targets (personal and team targets) while ensuring full compliance and minimizing provisions to effectively contribute to the top and bottom line of the business.ResponsibilitiesAchieve consistent growth in portfolio and revenuesEnsuring...
-
Assistant VP, Client Advisor
4 weeks ago
Singapore UNITED OVERSEAS BANK LIMITED Full timeRoles & ResponsibilitiesYou will be part of a group of highly trained financial professionals. You will be trained in the UOB Privilege Client Engagement Process and be our lead manager in developing and growing our Privilege client relationships. You will be required to provide financial advisory services as well as appropriate financial and investment...
-
Perm Client Advisors
2 weeks ago
Singapore GMP TECHNOLOGIES (S) PTE LTD Full timePerm Client AdvisorsJob scopes Provide sound financial advice with proper fact-finding and review of customers financial goals Maintain long-lasting relationships with both existing and potential customers Capitalize on sales opportunities via customer events, financial reviews and branch engagement activities Increase our customer base by proactively...
-
Summer Programme
4 weeks ago
Singapore Advisor Alliance Group Full timeJoin Advisors Alliance Group's Summer Program 2024Are you:Undergraduate who has already committed to other internships but available for the last few weeks of summer breakNSF going to ORD soonPre-matriculation studentWe have an exciting opportunity tailored just for you Advisors Alliance Group is thrilled to announce our accelerated 2 weeks Summer Program...
-
Premier Private Client
3 weeks ago
Singapore OCBC Full timeAs a Client Advisor with Premier Private Client, your roles & responsibilities will include : Actively acquire and prospect new customers for the Premier Banking - Private Client (Onshore) segment (AUM S$1 million & above). Develop and strengthen their relationships with the Bank in accordance with relevant business goals. Contribute to the...
-
Perm Client Advisors
3 weeks ago
Singapore GMP Technologies Full timePerm Client AdvisorsJob scopes Provide sound financial advice with proper fact-finding and review of customers financial goalsMaintain long-lasting relationships with both existing and potential customersCapitalize on sales opportunities via customer events, financial reviews and branch engagement activitiesIncrease our customer base by proactively acting on...