Financial Advisor
2 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
-
Summer Programme
3 weeks ago
Singapore Advisor Alliance Group Full timeJoin Advisors Alliance Group's Summer Program 2024! Are you:Undergraduate who has already committed to other internships but available for the last few weeks of summer breakNSF going to ORD soonPre-matriculation student We have an exciting opportunity tailored just for you! Advisors Alliance Group is thrilled to announce our accelerated 2 weeks Summer...
-
Student Financial Advisor
2 weeks ago
Singapore Financial Designers Full timeAre you still studying or unsure of what career lies ahead but eager to get a head start? Are you yearning for the freedom to make your own choices while paving the way for a prosperous future with passive income opportunities? If so, we have the perfect opportunity waiting for you As part of our team, you'll take the reins of your own journey, mastering...
-
Student Financial Advisor
4 weeks ago
Singapore Financial Designers Full timeAre you still studying or unsure of what career lies ahead but eager to get a head start? Are you yearning for the freedom to make your own choices while paving the way for a prosperous future with passive income opportunities? If so, we have the perfect opportunity waiting for you! As part of our team, you'll take the reins of your own journey,...
-
Financial Planning Advisor
2 weeks ago
Singapore PAG Advisory Pte Ltd Full time✅ Want to have a career with work-life integration while working remotely ✅ Want to be recognized and rewarded for your work performance As part of PAG Advisors exciting growth plans in the financial services industry, we are looking for ambitious individuals to join us as a Financial Planning Advisor. Upon being successfully hired, you'll...
-
Summer Programme
3 weeks ago
Singapore Advisor Alliance Group Full timeJoin Advisors Alliance Group's Summer Program 2024Are you:Undergraduate who has already committed to other internships but available for the last few weeks of summer breakNSF going to ORD soonPre-matriculation studentWe have an exciting opportunity tailored just for you Advisors Alliance Group is thrilled to announce our accelerated 2 weeks Summer Program...
-
Financial Services Consultant
2 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...
-
Client Advisor, Financial Advisory
3 weeks ago
Singapore CNRST PTE. LTD. Full timeRoles & ResponsibilitiesClient Advisor, Financial AdvisoryCornerstone is Singapore’s premier Independent Financial Advisory and Exempt General Insurance Broker with over nearly 30 years of experience.A reputed leading omni-channel advisory, we offer financial advisory, corporate risk solutioning and private wealth management services.Being Independent, we...
-
Client Advisor, Financial Advisory
3 weeks ago
Singapore Cnrst Pte. Ltd. Full timeClient Advisor, Financial AdvisoryCornerstone is Singapore's premier Independent Financial Advisory and Exempt General Insurance Broker with over nearly 30 years of experience.A reputed leading omni-channel advisory, we offer financial advisory, corporate risk solutioning and private wealth management services.Being Independent, we are versatile and...
-
Investment Advisor
2 weeks ago
Singapore IFAST FINANCIAL PTE. LTD. Full timeRoles & ResponsibilitiesResponsibilities:Many people avoid adviser-assisted financial planning due to a lack of trust. iFAST Global Markets (iGM) is an investment advisory business launched to tackle this issue head-on – by giving clients full commission transparency in insurance and investment products. Advisers on iGM share a common goal – to provide...
-
Financial Sales Advisor
2 weeks ago
Singapore Eli Ventures 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 Advisor.Key responsibilities:Assess clients' financial situation to develop...
-
Financial Advisor
4 weeks ago
Singapore ENGIE SOUTH EAST ASIA PTE. LTD. Full timeRoles & ResponsibilitiesAbout Us ENGIE is a global energy player, focused on renewables and low-carbon decentralized energy infrastructure. The Group is pillared by 4 key businesses - Renewables, Energy Solutions, Networks, Thermal & Supply, and together with our 170,000 employees, we are committed to accelerate the transition towards a carbon-neutral world,...
-
Investment Advisor
3 weeks ago
Singapore Selby Jennings Full timeThe Investment Advisor will be responsible for providing comprehensive investment advice and financial planning services to clients, leveraging expertise in investment management, portfolio construction, and risk management.Key Responsibilities:Client Consultation and Financial Planning:Conduct in-depth consultations with clients to understand their...
-
Financial Advisor
7 days ago
Singapore Engie South East Asia Pte. Ltd. Full timeAbout Us ENGIE is a global energy player, focused on renewables and low-carbon decentralized energy infrastructure. The Group is pillared by 4 key businesses - Renewables, Energy Solutions, Networks, Thermal & Supply, and together with our 170,000 employees, we are committed to accelerate the transition towards a carbon-neutral world, through reduced energy...
-
Financial Sales Advisor
4 weeks ago
Singapore ELI VENTURES Full timeRoles & ResponsibilitiesA 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 Advisor.Key responsibilities: Assess clients’...
-
iGM Investment Advisor
3 days ago
Singapore IFAST FINANCIAL PTE. LTD. Full timeRoles & ResponsibilitiesResponsibilities Provide investment products and investment advice to the affluent public, primarily the Chinese clients; Establish or refine internal processes related to the company's systems or services, or any value-added services; KPI assessment will be based on sale performance.Requirements Bachelor Degree or above from...
-
Fundraising Advisor
2 weeks ago
Singapore Page Executive Full timeAbout Our Client Our client is an Asian-based tech start-up with a wide portfolio of various consumer smart product categories. In line of the new product launch in smart fitness categories in 2024, they are looking for a seasoned financial advisor that can come up with the ongoing global fund-raising strategies. Job Description Reporting directly to the...
-
Investment Advisor
2 weeks ago
Singapore Ifast Financial Pte. Ltd. Full timeResponsibilities:Many people avoid adviser-assisted financial planning due to a lack of trust. iFAST Global Markets (iGM) is an investment advisory business launched to tackle this issue head-on - by giving clients full commission transparency in insurance and investment products. Advisers on iGM share a common goal - to provide transparent, ethical and...
-
Investment Advisor
3 weeks ago
Singapore Selby Jennings Full timeThe Investment Advisor will be responsible for providing comprehensive investment advice and financial planning services to clients, leveraging expertise in investment management, portfolio construction, and risk management.Key Responsibilities:Client Consultation and Financial Planning:Conduct in-depth consultations with clients to understand their...
-
Client Advisor
2 weeks ago
Singapore Nech Capital Pte. Ltd. Full timeAs a Client Advisor specializing in Ultra High Net Worth (UHNW) clients, you will play a pivotal role in our external asset management team. Your key responsibilities will be bringing your own book of accounts as well as acquiring new clients and managing the client portfolios based on their respective investment objectives. This role is expected to be like...
-
Singapore OVERSEA-CHINESE BANKING CORPORATION LIMITED Full timeRoles & ResponsibilitiesDescription - ExternalAt OCBC, we do not just merely provide a working space. We create a culture that allows you to flourish. Across the Bank, our leaders encourage fresh ideas, reward continuous learning and most importantly, we care for not just you but also your family. We recognise the passion, creativity, intellect, potential...