Current jobs related to Financial Services Executive - Singapore - PEOPLE PROFILERS PTE. LTD.

  • Financial Services Consultant

    3 weeks 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

    3 weeks 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

    3 weeks 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...

  • Financial Adviser

    3 weeks ago

    Singapore IPP FINANCIAL ADVISERS PTE. LTD. Full time

    Roles & ResponsibilitiesIPP have been providing quality financial advice in Singapore since 1983. The Expat Advisory Group, a specialist division within the Company are seeking experienced financial advisers to join their expanding team. Only the most motivated, highly driven and successful need apply.Relevant tertiary educational qualifications (or...

  • Financial Adviser

    3 weeks ago

    Singapore IPP FINANCIAL ADVISERS PTE. LTD. Full time

    Roles & ResponsibilitiesIPP have been providing quality financial advice in Singapore since 1983. The Expat Advisory Group, a specialist division within the Company are seeking experienced financial advisers to join their expanding team. Only the most motivated, highly driven and successful need apply.Relevant tertiary educational qualifications (or...

  • Financial Adviser

    4 days 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...

  • Executive - Financial Services

    1 week ago

    Singapore Singtel Group Full time

    NCS is a leader in the technology services industry, delivering innovative solutions across the Asia Pacific region.We're committed to making the extraordinary happen, and we're looking for a talented Executive - Financial Services to join our team.Responsibilities:Represent OneCare Support shared services, covering Cyber, Network and system interfaces with...

  • Executive Financial Services

    2 days ago

    Singapore Recruit Express Pte Ltd Full time

    Recruit Express Pte Ltd is hiring an Executive Financial Services professional to support our finance team. This role is a 6-month contract opportunity to work on various financial tasks, including costing, management accounting, and corporate governance.About the Role:Assist in the preparation of financial reports, including balance sheets and income...

  • Regulatory and Financial Crime Compliance Executive

    7 days ago

    Singapore IFAST FINANCIAL PTE. LTD. Full time

    Roles & ResponsibilitiesResponsibilitiesConduct reviews and assessments on targeted compliance issues, investigations, or potential problems, including those related to Anti-Money Laundering (AML) and Countering Financing of Terrorism (CFT) Stay informed about developments and changes in regulations governing the capital market, financial advisory industry,...

  • Executive, Financial Crime Compliance

    3 weeks ago

    Singapore IFAST FINANCIAL PTE. LTD. Full time

    Roles & ResponsibilitiesResponsibilities:Provide timely and accurate AML/CFT compliance advisory to the relevant stakeholders to ensure that the company complies with applicable rules and regulations Keep abreast of AML/CFT regulatory changes and provide timely dissemination of regulatory updates to ensure that the business units and relevant departments...

  • Financial Adviser

    3 weeks ago

    Singapore GLOBAL FINANCIAL CONSULTANTS PTE. LTD. Full time

    Roles & ResponsibilitiesAre you an experienced financial adviser looking for the right platform to take your career to the next level? At Global Financial Consultants (GFC), we provide the infrastructure, support, and client network you need to maximize your earnings and expand your portfolio.Global Financial Consultants (GFC) is one of Singapore's most...

  • Financial Consultant

    1 week ago

    Singapore MANULIFE FINANCIAL ADVISERS PTE. LTD. Full time

    Roles & 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. Acquire...

  • Financial Advisory Representative

    2 weeks ago

    Singapore FINANCIAL ALLIANCE PTE. LTD. Full time

    Roles & ResponsibilitiesJOB DESCRIPTIONTo profile clients' needs and provide them with purposeful financial advice. To acquire new clients through your own means or through our dynamic range of business development and sales activities. Actively develop a financially independent and savvy clientele through meaningful use of financial planning techniques,...

  • Executive, IT/Electronic Trading Support

    2 weeks ago

    Singapore STRAITS FINANCIAL SERVICES PTE. LTD. Full time

    Roles & ResponsibilitiesExecutive, IT/Electronic Trading SupportSingaporeHeadquartered in Singapore with presence in the United States and Indonesia, Straits Financial serves as the financial services arm of the CWT Group, a global leading provider of integrated logistics and financial services. We provide a fully-integrated service for our clients to access...

  • Senior Financial Adviser

    3 weeks ago

    Singapore IPP FINANCIAL ADVISERS PTE. LTD. Full time

    Roles & ResponsibilitiesIPP have been providing quality financial advice in Singapore since 1983. The Expat Advisory Group, a specialist division within the Company are seeking highly experienced financial advisers to join their expanding team. Only the most motivated, highly driven and successful need apply.Relevant tertiary educational qualifications (or...

  • Senior Financial Adviser

    3 weeks ago

    Singapore IPP FINANCIAL ADVISERS PTE. LTD. Full time

    Roles & ResponsibilitiesIPP have been providing quality financial advice in Singapore since 1983. The Expat Advisory Group, a specialist division within the Company are seeking highly experienced financial advisers to join their expanding team. Only the most motivated, highly driven and successful need apply.Relevant tertiary educational qualifications (or...

  • Executive, Financial Crime Compliance

    3 weeks ago

    Singapore IFAST FINANCIAL PTE. LTD. Full time

    Roles & ResponsibilitiesResponsibilities: Provide timely and accurate AML/CFT compliance advisory to the relevant stakeholders to ensure that the company complies with applicable rules and regulations Keep abreast of AML/CFT regulatory changes and provide timely dissemination of regulatory updates to ensure that the business units and relevant departments...

  • Financial Consultants

    3 weeks ago

    Singapore STRATEGIC PARTNERS FINANCIAL SERVICES PTE. LTD. Full time

    Roles & ResponsibilitiesStrategic Partners is a group of agency units of Prudential Assurance Company Singapore (and a registered company of JLim Organisation).Company HighlightsWe believe in mutual respect, support and sharing of the fruits of our labour.We focus on developing and enhancing each team member’s strengths for entrepreneurship, creativity and...

  • Financial Planner

    7 days ago

    Singapore PRUDENTIAL FINANCIAL ADVISERS SINGAPORE PTE. LTD. Full time

    Job DescriptionIn this role, you will be responsible for developing and implementing forecasting and reporting processes for key financial KPIs. This includes accuracy and completeness of KPI tracking and reporting, submission of business plans and forecasts, as well as communication of results to senior management and Group office.Key...

  • Senior Financial Executive

    7 days ago

    Singapore, Arab Street Encasa Asia Employment Services LLP Full time

    Role SummaryWe are seeking a highly skilled financial professional to join our team as a senior financial executive. In this role, you will be responsible for overseeing all aspects of financial planning, budgeting, and forecasting. Your expertise will enable us to make informed business decisions and achieve our goals.Key Areas of ResponsibilityFinancial...

Financial Services Executive

4 weeks ago

Singapore PEOPLE PROFILERS PTE. LTD. Full time
Roles & Responsibilities

Financial Services Executives are broadly categorized into two main roles: Bankers and Financial Advisors/Consultants (FAs).

  • They provide guidance to clients, aiming to improve their financial health and achieve specific goals, such as Wealth Protection, Savings, Investment Growth, Retirement Planning, and more
  • They interact regularly with clients, often needing to explain complex financial products and services in simple terms and provide exceptional customer service to build trust

Core Differences between being an FA and Banker:

1) Remuneration

  • FA: Self-Employed individuals receiving Commissions (higher income ceiling and no KPIs)
  • Banker: Permanent Employment which offers stable Basic Salary and opportunity to earn more through Commissions

2) Client Acquisition

  • FA: Warm Market (family/friends) + Roadshow, Events + Social Media + Cold Calling (clients sourced by agency or individually)
  • Banker: Branch Walk-Ins + Cold Calling (500-600 assigned clients, more provided over time)

3) Products

  • FA: Full suite of Insurance Products + Funds + Other Financial Planning services
  • Banker: Majority of Insurance Products (excl. Health Insurance) + Funds + Secondary Banking Products & Services

4) Working Arrangement

  • FA: Fully Flexible - As self-employed individuals, FAs choose their own working days and hours as long as they are able to achieve the income they want to earn
  • Banker: Regimental - KPI-driven management, 5.5 work days, and high frequency of after-office appointments

5) Minimum Education Requirements

  • FA: Minimum GCE 'A' Levels, or Diploma from a local polytechnic, and above
  • Bank: Diploma from a local polytechnic, or Degree of any discipline, and above

---

Requirements

  • Singaporeans Only (candidates who require Work Visa need not apply)
  • Pass all Core CMFAS papers before commencement (guidance provided)

Apply Now

Submit your application via the Apply button
OR
Contact Wein Ng for a confidential discussion/consultation via 8837 5170.

---

Why Apply Through Me?

I offer tailored recommendations based on factors such as:

  • Availability of Allowance/Advancement/Incentive Scheme
  • Range of Products and Services (e.g. Life/Health Insurance, Savings/Endowment Plans, Funds, Trust/Estate Planning, Will Writing, etc.)
  • Methods for lead generation and client acquisition
  • Earning Potential
  • Quality of training and mentorship
  • Effectiveness of back-office support

With my proven track record and knowledge, I help jobseekers navigate the recruitment process and find the right opportunity to match their career goals.

---

We regret that only shortlisted candidates will be notified.

EA Personnel Name: Ng Weineng
EA Personnel No: R1985639
EA License No: 02C4944

Tell employers what skills you have

Wealth Management
Lead Generation
Excellent Communication Skills
Financial Planning
Interpersonal Skills
Investments
Exceptional Customer Service
Wealth
Cold Calling
Risk Management
Investment Management
Life Insurance
Banking
Retirement Planning
Financial Advisory
Health Insurance
Business Development
Retirement
Financial Services
Consultative Selling