Financial Services Consultant
3 weeks ago
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
•Prior working experience
•Excellent interpersonal skills and leadership potential
•M5/M9,M9A,HI are advantage
Tell employers what skills you have
Wealth Management
Management Skills
Sales
Lifestyle
Tolerance
Financial Planning
Interpersonal Skills
Healthcare
Investments
Wealth Accumulation
Wealth
Planner
Life Insurance
Presentation Skills
Consulting
Financial Advisory
Customer Service
Health Insurance
Retirement
Financial Services
-
Financial Services Consultant
4 weeks ago
Singapore Infinitum Financial Advisory Pte. Ltd. Full timeAre you looking to be a financial service professional in a leading multiple provider Financial Advisory firmJob 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 to join us as Financial...
-
Financial Services Consultant
1 week ago
Singapore AIA FINANCIAL ADVISERS PRIVATE LIMITED Full timeRoles & ResponsibilitiesJob Description:· Providing financial advice based on clients’ financial and protection needs· Providing recommendation to clients on wealth accumulation and legacy planning· Providing corporate solutions for business entities· Delivering a high level of professional customer service to customers· Building and cultivating...
-
Financial Services Consultant
2 weeks ago
Singapore PRIMESTAFF MANAGEMENT SERVICES PTE LTD Full timeRoles & ResponsibilitiesOur client is a leading financial services institute committed to providing comprehensive financial solutions to all.Nurturing of new talents is part of the commitment in growing the financial sector, and hence a specific programme has been launched to attract new talents with many opportunities to strive for the top tiers as an...
-
Financial Services Consultant
1 week ago
Singapore Aia Financial Advisers Private Limited Full timeJob Description:. Providing financial advice based on clients' financial and protection needs. Providing recommendation to clients on wealth accumulation and legacy planning. Providing corporate solutions for business entities. Delivering a high level of professional customer service to customers. Building and cultivating client relationshipsJob...
-
Singapore Oracle Financial Services Software Pte. Ltd. Full timeDescription:Are you a financial crime solution consultant with data analysts skills Come work with a dynamic team of solution consultants at one of the market leaders in financial crime prevention and detection, and help our customers catch money launderers and fraudsters so we help make this planet a better place!Oracle Financial Crime & Compliance...
-
Singapore ORACLE FINANCIAL SERVICES SOFTWARE PTE. LTD. Full timeRoles & ResponsibilitiesDescription:Are you a financial crime solution consultant with data analysts skills? Come work with a dynamic team of solution consultants at one of the market leaders in financial crime prevention and detection, and help our customers catch money launderers and fraudsters so we help make this planet a better place!Oracle...
-
Financial Consultant
4 weeks ago
Singapore MANULIFE FINANCIAL ADVISERS PTE. LTD. Full timeRoles & 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. ...
-
Financial Consultant
3 days ago
Singapore PRUDENTIAL FINANCIAL ADVISERS SINGAPORE PTE. LTD. Full timeRoles & ResponsibilitiesJob Profile Summary:You will provide sound insurance and reliable financial advice to clients by analyzing their financial needs and exceeding their service expectations.Job Description:· Build and maintain clientele database· Establish Clients’ financial objectives through Fact Find· Analyse Clients’ data and determine...
-
Financial Services Consultant
1 week ago
Singapore Ata (s) Pte. Ltd. Full timeAre You Considering a Career Switch Join Us as a Financial Services Consultant!We are seeking mature, driven individuals to join our team as a Financial Services Consultant. We understand the value of experience and the unique perspective that comes with it. Our commitment to excellence in client service is matched by our dedication to our team's...
-
Financial Consultant
3 weeks ago
Singapore Prudential Financial Advisers Singapore Pte. Ltd. Full timeJob Profile Summary:You will provide sound insurance and reliable financial advice to clients by analyzing their financial needs and exceeding their service expectations.Job Description:. Build and maintain clientele database. Establish Clients' financial objectives through Fact Find. Analyse Clients' data and determine suitable strategies to meet clients'...
-
Financial Consultant
3 weeks ago
Singapore Prudential Financial Advisers Singapore Pte. Ltd. Full timeJob Profile Summary:You will provide sound insurance and reliable financial advice to clients by analyzing their financial needs and exceeding their service expectations.Job Description:. Build and maintain clientele database. Establish Clients' financial objectives through Fact Find. Analyse Clients' data and determine suitable strategies to meet clients'...
-
Financial Consultant
3 weeks ago
Singapore Prudential Financial Advisers Singapore Pte. Ltd. Full timeJob Profile Summary:You will provide sound insurance and reliable financial advice to clients by analyzing their financial needs and exceeding their service expectations.Job Description:. Build and maintain clientele database. Establish Clients' financial objectives through Fact Find. Analyse Clients' data and determine suitable strategies to meet clients'...
-
Financial Consultant
3 weeks ago
Singapore Prudential Financial Advisers Singapore Pte. Ltd. Full timeJob Profile Summary:You will provide sound insurance and reliable financial advice to clients by analyzing their financial needs and exceeding their service expectations.Job Description:Build and maintain clientele databaseEstablish Clients' financial objectives through Fact FindAnalyse Clients' data and determine suitable strategies to meet clients'...
-
Financial Services Consultant
1 week ago
Singapore ATA (S) PTE. LTD. Full timeRoles & ResponsibilitiesAre You Considering a Career Switch? Join Us as a Financial Services Consultant!We are seeking mature, driven individuals to join our team as a Financial Services Consultant. We understand the value of experience and the unique perspective that comes with it. Our commitment to excellence in client service is matched by our dedication...
-
Financial Consultant Intern
4 weeks ago
Singapore Pinnacle Financial Group Full timeYou will learn:• Risk management through financial instruments• Tailoring investment portfolio based on individual needs and risk tolerance• Interpersonal skills (i.e. rapport building, people management etc.) What to expect: • Conduct research and analysis on financial products, markets, and economic trends.• Exposure to a diverse range of...
-
Regional Presales Consultant
3 weeks ago
Singapore ORACLE FINANCIAL SERVICES SOFTWARE PTE. LTD. Full timeRoles & ResponsibilitiesDescription - Positioning our risk& finance solutions to business users and C-level decision makers Work with the sales team in identifying strategy for a given account • Respond to RFIs/RFPs Delivering successful Proof of Concept for our product range for the solution in scope Meet customers, present and assist on the...
-
Regional Presales Consultant
3 weeks ago
Singapore Oracle Financial Services Software Pte. Ltd. Full timeDescription -Positioning our risk& finance solutions to business users and C-level decision makers Work with the sales team in identifying strategy for a given account . Respond to RFIs/RFPsDelivering successful Proof of Concept for our product range for the solution in scopeMeet customers, present and assist on the follow-up for any customer engagementKeep...
-
Compliance Admin
3 weeks ago
Singapore ACHIEVE CAREER CONSULTANT PTE LTD Full timeRoles & Responsibilities Finance services industry East (Hybrid) Support the Risk and Compliance department with administrative duties No experience needed. Training will be provided.My client, in the financial services industry, is looking for a Compliance Admin.Key Responsibilities: Support the Risk and Compliance department with administrative duties...
-
Financial Services Consultant
5 days ago
Singapore AEGIS ORGANIZATION Full timeRoles & ResponsibilitiesLooking for a fulfilling career that optimizes your own learning, welfare, and financial qualities? Aspiring to have flexibility in your career and recognition for your hard work? Join us!Whether you are a fresh graduate looking to start a career in the financial industry, an individual looking for a career switch, or an experienced...
-
Financial Services Consultant
1 day ago
Singapore Jcafa Pte. Ltd. Full timeA career that makes a differenceWhether you are just beginning your career or an experienced professional looking for a change.If you are looking for an entrepreneurial role with flexibility and unlimited income potential, join us to discover more about the career as a Financial Services Consultant.Job HighlightsCompetitive Industry RemunerationDynamic and...