Wealth Management Consultant(Insurance)
3 weeks ago
Wealth Management Consultant(Investment)
BENEFITS
- Competitive compensation package(Monthly allowance + Commission + Incentives + Quarterly Bonus + Year End Bonus)
- Various incentive trips
- Build a growing stream of recurring income
- Professional development and Mentorship to break barriers
ROLE
Become a part of our team and start a fulfilling career where you'll make a real difference in the lives of your clients. We are dedicated to delivering exceptional financial guidance and services, empowering our clients to reach their financial goals and ensure a secured future.
If you love making a positive impact and enjoy working in a client-focused environment, this is the opportunity for you.
RESPONSIBILITIES
1. Client acquisition through various prospecting strategies.
2. Review prospective/existing client portfolio.
3. Propose solutions and planning for client investment and insurance needs.
4. Client management and retention.
5. Attend and respond to customer queries professionally.
6. Service and review financial portfolios in maintaining a long-term customer relationship.
REQUIREMENTS
· Diploma or Degree from a recognized institution in any field
· Passionate to make a difference
· Adventurous, driven with entrepreneurial spirit; creative problem solver with an open mind
· Outspoken with excellent communication & interpersonal skills
· Equally motivated by working independently as well as collaborating in a team
We respect your privacy and all communication will be treated with confidentiality.
Please contact us or apply in-confidence to us with you updated MS Word Resume to : kelvin@starcareerconsulting.com
Kelvin (Reg. No. R1872625)
STAR CAREER CONSULTING PTE LTD (EA License: 20C0353)
Tell employers what skills you have
Wealth Management
Customer Relationship
Investment Advisory
Lifestyle
Unit Investment Trusts
Financial Planning
Interpersonal Skills
Investments
Wealth Accumulation
Wealth
Risk Management
Trust Management
MS Word
Adaptability
Unit Trust - UT
Consulting
Financial Advisory
Unit Trusts
Financial Services
-
Wealth Management Consultant(Insurance)
2 weeks ago
Singapore STAR CAREER CONSULTING PTE. LTD. Full timeRoles & ResponsibilitiesWealth Management Consultant(Investment)BENEFITSCompetitive compensation package(Monthly allowance + Commission + Incentives + Quarterly Bonus + Year End Bonus) Various incentive trips Build a growing stream of recurring income Professional development and Mentorship to break barriersROLEBecome a part of our team and start a...
-
Wealth Manager
4 days ago
Singapore WEALTH ASIA LLP Full timeRoles & ResponsibilitiesJob DescriptionAs a Wealth Manager, you will assist our Wealth, Sales and Business Development team in various tasks aimed at identifying revenue and growth opportunities, sales strategies, and expanding our market presence. This role offers valuable exposure to the world of wealth advisory and consulting, sales prospecting, business...
-
INSURANCE SALES MANAGER
4 weeks ago
Singapore INCOME INSURANCE LIMITED Full timeRoles & ResponsibilitiesAs a Sales Manager, the key deliverable is to lead a team of Financial Consultants to drive sales growth and manage the team in accordance to the organization policies and procedures. You will also be the first point of contact for our Financial Consultants to support the achievement of sales targets.Responsibilities include: ...
-
INSURANCE SALES MANAGER
3 weeks ago
Singapore INCOME INSURANCE LIMITED Full timeRoles & ResponsibilitiesAs a Sales Manager, the key deliverable is to lead a team of Financial Consultants to drive sales growth and manage the team in accordance to the organization policies and procedures. You will also be the first point of contact for our Financial Consultants to support the achievement of sales targets.Responsibilities include: ...
-
insurance sales manager
3 weeks ago
Singapore INCOME INSURANCE LIMITED Full timeRoles & ResponsibilitiesAs a Sales Manager, the key deliverable is to lead a team of Financial Consultants to drive sales growth and manage the team in accordance to the organization policies and procedures. You will also be the first point of contact for our Financial Consultants to support the achievement of sales targets.Responsibilities...
-
insurance sales manager
4 days ago
Singapore INCOME INSURANCE LIMITED Full timeRoles & ResponsibilitiesAs a Sales Manager, the key deliverable is to lead a team of Financial Consultants to drive sales growth and manage the team in accordance to the organization policies and procedures. You will also be the first point of contact for our Financial Consultants to support the achievement of sales targets.Responsibilities...
-
Financial Consultant
2 weeks ago
Singapore WEALTH COACH LLP Full timeRoles & ResponsibilitiesLEVEL UP YOUR CAREER: THRIVE AS A FINANCIAL CONSULTANT WITH USJoin our team of dynamic financial consultants and embark on a rewarding journey towards success. At our company, you'll thrive as part of our winning team. Take the next step in your career today and unlock your full potential with usBenefits:- Competitive monthly...
-
Wealth Management Consultant
2 weeks ago
Singapore ACE ASSET MANAGEMENT PTE. LTD. Full timeRoles & ResponsibilitiesIf you are looking for a job that offers you high earning potential, career growth towards management positions, work life balance and a chance to travel for free, we look forward to your job application.What You'll Be Doing:Financial Advisory: Offering personalized financial advice based on clients' goals, needs, and life stages. ...
-
Wealth Manager(Insurance
3 weeks ago
Singapore STAR CAREER CONSULTING PTE. LTD. Full timeRoles & ResponsibilitiesWealth ManagerRole:Become a part of our team and start a fulfilling career where you'll make a real difference in the lives of your clients. We are dedicated to delivering exceptional financial guidance and services, empowering our clients to reach their financial goals and ensure a secured future.If you love making a positive impact...
-
Wealth Manager(Insurance
2 weeks ago
Singapore STAR CAREER CONSULTING PTE. LTD. Full timeRoles & ResponsibilitiesWealth ManagerRole:Become a part of our team and start a fulfilling career where you'll make a real difference in the lives of your clients. We are dedicated to delivering exceptional financial guidance and services, empowering our clients to reach their financial goals and ensure a secured future.If you love making a positive impact...
-
Wealth Management Associate
2 weeks ago
Singapore CO WEALTH ADVISORY GROUP PTE. LTD. Full timeRoles & ResponsibilitiesWealth Management AssociateGet a head start to achieving financial independence by being your own bossWhy get trapped in the corporate rat race for years? Only to face possible stagnation, burn-out, or retrenchment, before realising it is not right for you? Think of the opportunity cost and time lost.Join the dynamic team at CO Wealth...
-
Financial Consultant
2 weeks ago
Singapore WEALTH COACH LLP Full timeRoles & ResponsibilitiesLEVEL UP YOUR CAREER: THRIVE AS A FINANCIAL CONSULTANT WITH US!Join our team of dynamic financial consultants and embark on a rewarding journey towards success. At our company, you'll thrive as part of our winning team. Take the next step in your career today and unlock your full potential with us!Benefits:- Competitive monthly...
-
Wealth Management Consultant
3 weeks ago
Singapore ACE ASSET MANAGEMENT PTE. LTD. Full timeRoles & ResponsibilitiesIf you are looking for a job that offers you high earning potential, career growth towards management positions, work life balance and a chance to travel for free, we look forward to your job application.What You’ll Be Doing: Financial Advisory: Offering personalized financial advice based on clients' goals, needs, and life stages....
-
Wealth Management Consultant
4 weeks ago
Singapore ACE ASSET MANAGEMENT PTE. LTD. Full timeRoles & ResponsibilitiesIf you are looking for a job that offers you high earning potential, career growth towards management positions, work life balance and a chance to travel for free, we look forward to your job application.What You’ll Be Doing: Financial Advisory: Offering personalized financial advice based on clients' goals, needs, and life stages....
-
Wealth Management Associate
2 weeks ago
Singapore CO WEALTH ADVISORY GROUP PTE. LTD. Full timeRoles & ResponsibilitiesWealth Management AssociateGet a head start to achieving financial independence by being your own boss!Why get trapped in the corporate rat race for years? Only to face possible stagnation, burn-out, or retrenchment, before realising it is not right for you? Think of the opportunity cost and time lost.Join the dynamic team at CO...
-
Wealth Management Professional
5 days ago
Singapore VA Cornerstone Wealth Full timeWe're looking for a highly skilled Wealth Management Professional to join our team at VA Cornerstone Wealth. This is a full-time on-site role located in Singapore.Job Overview:The ideal candidate will have extensive knowledge of wealth management and financial markets, with strong analytical and problem-solving skills.Key Responsibilities:Provide expert...
-
Assistant Wealth Management
2 weeks ago
Singapore ABACUS ASIA WEALTH MANAGEMENT PTE. LTD. Full timeRoles & ResponsibilitiesJob Summary:As an Assistant Wealth Management professional at Abacus Asia Wealth Management, you will be crucial in supporting our Representatives/Portfolio Managers in delivering exceptional service to our clients. You will assist in various aspects of wealth management, from client relationship management to portfolio...
-
Wealth Management Intern
4 days ago
Singapore WEALTH ASIA LLP Full timeRoles & ResponsibilitiesLooking for a rewarding student life and get ahead of your peers in qualifications and experience?We have internship programmes specially catered for students in wealth, financial services and sales management:• Industry recognised certifications in financial services industry• Full training on financial services and management•...
-
Wealth Management Consultant
5 days ago
Singapore OCBC Bank Full timeJob Description:We are looking for a Wealth Management Consultant to join our team at OCBC Bank. As a key member of our team, you will be responsible for providing advisory services on High Net Worth insurance and Premier Bancassurence products to our clients.Main Responsibilities:Deliver expert advice on High Net Worth insurance and Premier Bancassurance...
-
Wealth Management Professional
5 days ago
Singapore Pinnacle Consult Full timeJob Description:This is a full-time hybrid role for a Wealth Management Specialist at Pinnacle Consult. The Wealth Management Specialist will be responsible for financial planning, investment management, and insurance services. Key responsibilities include:Financial planning and investment managementInsurance services