Financial Service Manager

4 weeks ago


Singapore HRFIRST Full time
Roles & Responsibilities

Roles & Responsibilities

We are looking for a Financial Service Manager to join our growing organization. The Manager is expected to actively expand business through various sources. He/She will be actively bonding with clients in identifying their financial needs and providing suitable wealth solutions, while complying to full compliance as set by regulatory bodies.

Job Description:

  • To build strong sale team
  • To build and preserve trusting bonds with our customers
  • Establish and manage relationship with customers
  • Provide quality services to clients, handling their needs and enquiries
  • Manage the total wealth of our clients by matching our financial and investment product solutions to their needs
  • Acquire, develop and maintain new clients

Job highlights

  • Basic salary + incentive
  • Opportunity to work with your clients to build up their financial portfolio with a wide range of products and services
  • Cordial and professioinal work environment

Requirements

  • Diploma/ Degree holder with at least 3 years of business development /sales/client acquisition experiences from wealth management nature
  • Good sale record.
  • Good knowledge in financial products
  • CMFAS certification (M5, M8, M8A, M9, M9A & HI) will have added advantage
  • Driven and self-motivated individual who has passion to excel in sales
  • Good command of both Mandarin and English (to handle English and Mandarin speaking clients)
Tell employers what skills you have

Wealth Management
Due Diligence
Valuation
Assurance
Wealth
Investment Management
Compliance
Financial Modelling
Bonds
Excel
Real Estate
Ability to Prioritize
  • Financial Manager

    7 hours ago


    Singapore SuperFinex Financial Ltd Full time

    Formulate, maintain and improve the company's financial management procedures and policies, formulate annual and quarterly financial plans - Review the company's financial statements, check related transactions, consolidate statements and conduct financial analysis, and provide various financial reports to the company's management - Preside over the...


  • Singapore Shield Financial Compliance Full time

    Job OverviewSales opportunity at Shield Financial Compliance - Grow your career by developing business with our Communications Compliance suite solutions.Job DescriptionNew business development across financial services sectors on both buy-side and sell-side platforms.Network and build connections with relevant professionals within target markets.Establish...


  • Singapore INFINITUM FINANCIAL ADVISORY PTE. LTD. Full time

    **Are 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 Balance **Responsibilities** - Develop new client relationships and maintain...


  • Singapore INFINITUM FINANCIAL ADVISORY PTE. LTD. Full time

    We are a leading multi-provider Financial Advisory firm in Singapore, wholly owned by NTUC Income. Our strong positioning enables us to deliver exceptional value to our clients.Why Choose Us?We have established systems and processes to support you in building your financial advisory practice.Leverage on the experience and support from Income in transferring...


  • Singapore Synergy Financial Advisers Ltd. Full time

    About the JobWe are looking for an experienced Financial Services Trainer to deliver high-quality training programs to our financial advisers at Synergy Financial Advisers Ltd. Key responsibilities include:Designing and delivering engaging training sessions on various financial topics.Developing and maintaining training materials and resources.Evaluating the...


  • Singapore PRUDENTIAL FINANCIAL ADVISERS SINGAPORE PTE. LTD. Full time

    **Company Overview**PRUDENTIAL FINANCIAL ADVISERS SINGAPORE PTE. LTD. is a leading financial services company dedicated to providing comprehensive insurance and wealth management solutions to individuals and families.We are seeking a highly skilled Financial Consultant to join our team and help us deliver exceptional service to our clients.**Job...


  • Singapore AIA FINANCIAL ADVISERS PRIVATE LIMITED Full time

    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 relationships **Job Requirements** -...


  • Singapore SURE Financial Group Full time

    To help you succeed in your career, you will join our training program curated to suit individuals learning pace - Understand client’s financial needs and provide solutions to start them off on the right path of their financial habits - Lead generation platforms available for you to work on as well. No roadshows needed! - Incentive trips includes Shanghai,...


  • Singapore Avallis Financial Full time

    Are you looking to build a strong career progression in the financial advisory industry? - Are you looking to have a high income far exceeding your peers? - Are you driven and self-motivated for success? If so, then we are looking for you! Avallis Financial is an independent financial advisory firm in Singapore that was established in 1997. Our focus is on...


  • Singapore UNICORN FINANCIAL SOLUTIONS PTE. LIMITED Full time

    Individual to be involved in: 1.Managing and administering financial software systems such as Client Relationship Management. 2.Ensuring the accuracy, integrity, and security of financial data is a critical responsibility. This includes tasks such as data entry, data validation, data reconciliation, and data backup. 3.Identifying inefficiencies in financial...


  • Singapore DM Financial Full time

    Permanent Employee, full-time, Singapore **What you will be doing**: - Preparing financial statements for clients - Preparing financial highlights disclosures for financial statements - Preparing excel schedules and notes as support for financial statements - Liaising with external parties in relation to financial statements, including investment managers,...


  • Singapore ATHENA BEST FINANCIAL (SINGAPORE) PTE. LIMITED Full time

    Welcome to Athena Best Financial (Singapore) Pte. Limited, a dynamic financial advisory group committed to empowering fresh graduates to reach their full potential.About the RoleThis Graduate Wealth Management Program offers a unique opportunity to gain hands-on experience in various aspects of financial services, including marketing, compliance, operations,...


  • Singapore Financial Industry Disputes Resolution Centre Ltd (FIDReC) Full time

    We are seeking a highly skilled Banking and Investments Professional to join our team at FIDReC. In this role, you will handle and mediate financial disputes between consumers and financial institutions, communicating directly with disputants and seeking solutions through mediation.The ideal candidate will possess a good degree from a recognized tertiary...


  • Singapore NMG FINANCIAL SERVICES CONSULTING PTE LTD Full time

    About Us:NMG Financial Services Consulting PTE LTD is a renowned consulting firm dedicated to providing high-quality services to clients in the asset management sector.Job Summary:We are looking for a skilled Financial Services Expert to join our team. The successful candidate will be responsible for developing key global insights related to the asset...


  • Singapore INFINITUM FINANCIAL ADVISORY PTE. LTD. Full time

    Job DescriptionWe are seeking a dynamic and talented Wealth Advisory Specialist to join our team. As a WAS, you will help plan, manage, and work with clients to provide tailor-made wealth solutions specific to their needs.You will be responsible for developing new client relationships and maintaining existing ones.Your primary focus will be on providing...

  • Financial Adviser

    7 days ago


    Singapore Global Financial Consultants Full time

    Global Financial Consultants (GFC) is one of Singapore’s most venerable and longest established wealth management and financial advisory businesses. Based in the heart of the financial district of Singapore, GFC is focused on providing a tailored and client-centric approach to help safeguard our clients’ financial future whilst guiding them on the path...


  • Singapore PC FINANCIAL (SG) PTE. LTD. Full time

    Client Relationship Specialist:As a Relationship Manager at PC FINANCIAL (SG) PTE. LTD., you will be responsible for building and preserving trusting bonds with our high net worth individuals. This involves understanding their financial needs, providing suitable wealth solutions, and ensuring full compliance with regulatory bodies.Your key responsibilities...


  • Singapore Pinnacle Financial Group Full time

    **Key Roles** - Provide Financial Planning Services. - Distribute wide range of Financial Products for Investment and Insurance. - Acquire, Advise and Accompany Clients in their Life’s Financial Journey. - Provide the best accountability, experience, service and follow up **Career Requirements** - Excellent communication and interpersonal skills -...

  • Financial Adviser

    3 weeks ago


    Singapore SYNERGY FINANCIAL ADVISERS LTD. Full time

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

  • Financial Adviser

    1 day ago


    Singapore SYNERGY FINANCIAL ADVISERS LTD. Full time

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