Financial Services Consultant

4 weeks ago

Singapore PRIMESTAFF MANAGEMENT SERVICES PTE LTD Full time
Roles & Responsibilities

Our 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 accomplished Financial Consultant/Advisor.

You will be part of a dynamic team providing financial advisory to stakeholders. The programme launched is meant to develop, groom passionate individual with the hunger for building a successful career in the financial industry.

Responsibilities:

A financial service consultant provides advice and guidance to clients on various financial matters.

Their responsibilities can vary depending on their specific role and the needs of their clients, but common duties include:

  1. Financial Planning: Consultants help clients assess their financial situation, set financial goals, and develop strategies to achieve those goals. This may involve retirement planning, investment planning, tax planning, and estate planning.
  2. Investment Advice: Consultants analyse investment opportunities and provide recommendations to clients based on their risk tolerance, investment objectives, and time horizon. They may advise on stocks, bonds, mutual funds, real estate, and other investment vehicles.
  3. Risk Management: Consultants help clients identify and mitigate financial risks, such as market volatility, inflation, and unexpected expenses. They may recommend insurance products or other risk management strategies to protect clients' assets.
  4. Debt Management: Consultants assist clients in managing debt, including mortgages, loans, and credit card debt. They may advise on debt consolidation, refinancing, and repayment strategies to help clients reduce interest payments and achieve financial stability.
  5. Financial Education: Consultants educate clients about financial concepts, products, and strategies, empowering them to make informed decisions about their finances. This may involve conducting seminars, workshops, or one-on-one sessions with clients.
  6. Compliance and Regulation: Consultants must stay abreast of regulatory requirements and ensure that their advice complies with applicable laws and regulations. This includes understanding securities laws, tax codes, and other relevant regulations.
  7. Client Relationship Management: Consultants build and maintain relationships with clients, earning their trust and loyalty through personalized service and attentive communication. May need to meet regularly with clients to review their financial plans and adjust as needed.

Overall, financial service consultants play a crucial role in helping individuals and businesses navigate the complexities of the financial world, achieve their financial goals, and secure their financial future.

Requirements:

  • Minimum Degree and above
  • Strong communication and interpersonal skills.
  • Adherence to financial regulations
  • Sales-driven mindset with a passion for helping clients achieve their financial goals.
  • Self-motivated and able to work independently.
  • Ability to thrive in a fast-paced and dynamic environment.

Benefits:

  • Flexible working arrangements
  • Competitive Basic Salary with performance-based allowance
  • Comprehensive training and development programs.
  • Mentorship and guidance from experienced leaders.
  • Opportunities for career advancement.
  • Access to a wide range of financial products and services.
  • Health and wellness benefits.
  • Incentive programs and bonuses.

Short Listed Candidates will be Contacted.

For Enquiries, Please Text 9722 5630

EA License No: 95C5411

EA Personnel No: R22110922


Tell employers what skills you have

Sales
Tax Planning
Tolerance
Financial Planning
Wealth Accumulation
Loans
Risk Management
Vehicles
Attentive
Incentive Programs
Retirement Planning
Financial Advisory
Regulatory Requirements
Mutual Funds
Financial Services

  • Financial Services Consultant

    1 month ago

    Singapore INFINITUM FINANCIAL ADVISORY PTE. LTD. Full time

    Roles & ResponsibilitiesAre 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 BalanceJob DescriptionWe are looking for dynamic and talented candidate...

  • Financial Services Consultant

    2 months ago

    Singapore AIA FINANCIAL ADVISERS PRIVATE LIMITED Full time

    Roles & 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...

  • Aia Financial Services Intern

    2 weeks ago

    Singapore Win Financial Group Full time

    CompanyWin Financial GroupDesignationAIA Financial Services InternDate Listed05 Apr 2024Job TypeEntry Level / Junior Executive Intern/TSJob PeriodFrom 27 May Jul 2024ProfessionBanking / FinanceIndustryFinanceLocation NameAlexandra Road, AIA Singapore (Alexandra), SingaporeAddress371 Alexandra Rd, Singapore 159963MapAllowance / Remuneration$1,500 (project...

  • Senior Solution Consultant, Oracle Financial Crime

    4 weeks ago

    Singapore ORACLE FINANCIAL SERVICES SOFTWARE PTE. LTD. Full time

    Roles & 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...

  • Senior Solution Consultant, Oracle Financial Crime

    2 months ago

    Singapore ORACLE FINANCIAL SERVICES SOFTWARE PTE. LTD. Full time

    Roles & 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 Services Consultant

    2 months ago

    Singapore ET MARKETING PTE. LTD. Full time

    Roles & ResponsibilitiesRoles & 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...

  • Financial Services Consultant

    2 weeks ago

    Singapore MDE CAPITAL CONSULTANCY PTE. LTD. Full time

    Our Client is expanding We are now looking for motivated Financial Services Consultant to join our Client's Teams.Experience will be preferred. Fresh graduates are welcomed.As a Financial Services Consultant, you would be tasked to develop an in-depth understanding of the company's financial products and advise clients accordingly based on their financial...

  • Financial Services Consultant

    2 weeks ago

    Singapore ATA (S) PTE. LTD. Full time

    Are You Considering a Career Switch? Join Us as a Financial Services ConsultantWe 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 Service Consultant

    1 month ago

    Singapore AP EXECUTIVE PTE. LTD. Full time

    Roles & 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...

  • Financial Services Consultant

    2 months ago

    Singapore ATA (S) PTE. LTD. Full time

    Roles & 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 Services Consultant

    4 weeks ago

    Singapore ATA (S) PTE. LTD. Full time

    Roles & 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

    2 months ago

    Singapore Pinnacle Financial Group Full time

    You 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...

  • Financial Services Consultant

    1 month ago

    Singapore BEDROCK CONSULTANCY PTE. LTD. Full time

    Roles & ResponsibilitiesJob Highlights Guaranteed Annual Package of at least S$50,000 (Up to S$100,000) Warm and Supportive Team with One-to-One Mentorship Time-tested, Proven Success SystemJob DescriptionNot being appreciated at your job? Overworked and underpaid? Or just starting out but seeking to have a headstart?If you are highly motivated, love to...

  • Financial Services Consultant

    4 weeks ago

    Singapore BEDROCK CONSULTANCY PTE. LTD. Full time

    Roles & ResponsibilitiesJob Highlights Guaranteed Annual Package of at least S$50,000 (Up to S$100,000) Warm and Supportive Team with One-to-One Mentorship Time-tested, Proven Success SystemJob DescriptionNot being appreciated at your job? Overworked and underpaid? Or just starting out but seeking to have a headstart?If you are highly motivated, love to...

  • Financial Services Consultant

    2 weeks ago

    Singapore BEDROCK CONSULTANCY PTE. LTD. Full time

    Roles & ResponsibilitiesJob HighlightsGuaranteed Annual Package of at least S$50,000 (Up to S$100,000) Warm and Supportive Team with One-to-One Mentorship Time-tested, Proven Success SystemJob DescriptionNot being appreciated at your job? Overworked and underpaid? Or just starting out but seeking to have a headstart?If you are highly motivated, love to help...

  • Consulting Sales Representative

    4 weeks ago

    Singapore ORACLE FINANCIAL SERVICES SOFTWARE PTE. LTD. Full time

    Roles & ResponsibilitiesAbout the role:Looking for dynamic sales person who would be responsible for the sales of Oracle Financial Consulting Services in JAPAC region. Responsible for selling the Oracle consulting services offerings. Develops new accounts and/or expands existing accounts within an established geographic territory, Financial Industry and...

  • Consulting Sales Representative

    4 weeks ago

    Singapore ORACLE FINANCIAL SERVICES SOFTWARE PTE. LTD. Full time

    Roles & ResponsibilitiesAbout the role:Looking for dynamic sales person who would be responsible for the sales of Oracle Financial Consulting Services in JAPAC region. Responsible for selling the Oracle consulting services offerings. Develops new accounts and/or expands existing accounts within an established geographic territory, Financial Industry and...

  • Analyst, Financial Risk

    2 weeks ago

    Singapore Chatham Financial Full time

    Analyst, Financial Risk (Japanese Speaker)Overview:Our Singapore team is growing and looking to hire an Analyst, Financial Risk Adviser. As a financial risk adviser focusing on the Japanese market, you will collaborate with two more experienced Japanese colleagues in managing engagements and client relationships. Clients include general corporates, private...

  • Mortgage & Loan Consultant

    2 weeks ago

    Singapore ORACLE FINANCIAL ADVISORY Full time

    Roles & ResponsibilitiesLoanWorks Singapore is expanding and we are looking for driven, dynamic individuals with strong networking skills to join us as loan consultants. The role encompasses sales, client advisory & account management requirements. We offer a structured career progression path with an attractive remuneration package & performance bonuses.i)...

  • Mortgage & Loan Consultant

    2 months ago

    Singapore ORACLE FINANCIAL ADVISORY Full time

    Roles & ResponsibilitiesLoanWorks Singapore is expanding and we are looking for driven, dynamic individuals with strong networking skills to join us as loan consultants. The role encompasses sales, client advisory & account management requirements. We offer a structured career progression path with an attractive remuneration package & performance bonuses.i)...