Financial Consultant
4 weeks ago
- Build and maintain clientele database
- Establish Clients' financial objectives through Fact Find
- Analyse Clients' data and determine suitable strategies to meet clients' financial objectives
- Establish and maintain a long-term relationship with clients through periodic follow-up and reviews
- Adherence to a tight compliance regime in order to provide sound financial advice to clients
- 21 years old and above, as per MAS regulatory requirement
- GCE A' level, International Baccalaureate Diploma qualification or Diploma awarded by a Polytechnic in Singapore or equivalent
- Willing to network amongst business associates
- Dynamic and wanting to build a long term career in the Financial Industry in Singapore
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Financial Services Consultant
4 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...
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Financial Services Consultant
6 days ago
Singapore AIA FINANCIAL ADVISERS PRIVATE LIMITED Full timeRoles & 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...
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Financial Consultant Intern
1 month ago
Singapore Pinnacle Financial Group Full timeYou 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...
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Financial Consultant Intern
4 weeks ago
Singapore Pinnacle Financial Group Full timeYou 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...
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Financial Consultant
4 weeks ago
Singapore MANULIFE FINANCIAL ADVISERS PTE. LTD. Full timeRoles & 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. ...
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Financial Consultant
20 hours ago
Singapore PRUDENTIAL FINANCIAL ADVISERS SINGAPORE PTE. LTD. Full timeRoles & ResponsibilitiesJob Profile Summary:You will provide sound insurance and reliable financial advice to clients by analyzing their financial needs and exceeding their service expectations.Job Description:· Build and maintain clientele database· Establish Clients’ financial objectives through Fact Find· Analyse Clients’ data and determine...
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Financial Consultant
2 weeks ago
Singapore Prudential Financial Advisers Singapore Pte. Ltd. Full timeJob Profile Summary:You will provide sound insurance and reliable financial advice to clients by analyzing their financial needs and exceeding their service expectations.Job Description:. Build and maintain clientele database. Establish Clients' financial objectives through Fact Find. Analyse Clients' data and determine suitable strategies to meet clients'...
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Financial Consultant
2 weeks ago
Singapore Prudential Financial Advisers Singapore Pte. Ltd. Full timeJob Profile Summary:You will provide sound insurance and reliable financial advice to clients by analyzing their financial needs and exceeding their service expectations.Job Description:. Build and maintain clientele database. Establish Clients' financial objectives through Fact Find. Analyse Clients' data and determine suitable strategies to meet clients'...
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Financial Consultant
2 weeks ago
Singapore Prudential Financial Advisers Singapore Pte. Ltd. Full timeJob Profile Summary:You will provide sound insurance and reliable financial advice to clients by analyzing their financial needs and exceeding their service expectations.Job Description:. Build and maintain clientele database. Establish Clients' financial objectives through Fact Find. Analyse Clients' data and determine suitable strategies to meet clients'...
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Financial Consultant
2 weeks ago
Singapore Prudential Financial Advisers Singapore Pte. Ltd. Full timeJob Profile Summary:You will provide sound insurance and reliable financial advice to clients by analyzing their financial needs and exceeding their service expectations.Job Description:Build and maintain clientele databaseEstablish Clients' financial objectives through Fact FindAnalyse Clients' data and determine suitable strategies to meet clients'...
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Financial Consultant
4 weeks ago
Singapore Summit Planners Alpha Co Manulife Financial Advisers Pte Ltd Full timeThis is a Sales position on Financial Products (ie Investments, Insurance, etc). The job description is as follows : Scope involves : - Analyze Financial portfolio - Design Solutions to meet Financial Goals - Sales of Financial Products - Review & advise New Developments Training will be provided on : - Sales Cycle - Investment strategies - Risk...
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Financial Services Consultant
6 days ago
Singapore Aia Financial Advisers Private Limited Full timeJob 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 client relationshipsJob...
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Senior Financial Consultant
2 weeks ago
Singapore MANULIFE FINANCIAL ADVISERS PTE. LTD. Full timeRoles & 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. ...
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Senior Financial Consultant
4 weeks ago
Singapore Manulife Financial Advisers Pte. Ltd. Full timeResponsibilities: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 new businesses while...
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Singapore Oracle Financial Services Software Pte. Ltd. Full timeDescription: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 Crime & Compliance...
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Singapore ORACLE FINANCIAL SERVICES SOFTWARE PTE. LTD. Full timeRoles & 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...
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Financial Services Consultant
1 week ago
Singapore PRIMESTAFF MANAGEMENT SERVICES PTE LTD Full timeRoles & ResponsibilitiesOur 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...
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Financial Consultant
2 weeks ago
Singapore INFODRIVE SOLUTIONS PTE. LTD. Full timeRoles & ResponsibilitiesJob briefWe are looking for a competitive Financial Consultant to generate new business by contacting potential customers. You will sell, solicit, differentiate and negotiate insurance plans that match the needs of your assigned or prospective customers’ portfolio.Objective is to build up strong positive relationships, to ensure...
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Financial Consultant
2 weeks ago
Singapore Infodrive Solutions Pte. Ltd. Full timeJob briefWe are looking for a competitive Financial Consultant to generate new business by contacting potential customers. You will sell, solicit, differentiate and negotiate insurance plans that match the needs of your assigned or prospective customers' portfolio.Objective is to build up strong positive relationships, to ensure growth attainment and...
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Financial Services Consultant
3 weeks ago
Singapore ET MARKETING PTE. LTD. Full timeRoles & 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...