Expert Financial Planner

2 weeks ago

Singapore beBeeWealth Full time $4,000 - $8,000

Financial Services Consultant

Our team is seeking a highly motivated and skilled Financial Services Consultant to join our organization. As a key member of our team, you will be responsible for identifying target markets and sales opportunities, developing relationships with targeted market segments, and building and maintaining targeted client bases.

Key Responsibilities:

  • Identify target markets and sales opportunities among foreigners and expatriates residing locally.
  • Develop relationships with targeted market segments through regular contact and meetings.
  • Build and maintain targeted client bases by keeping current client plans up-to-date and acquiring new clients on an ongoing basis.
  • Maintain relationships with clients and prospective clients through periodic contact and meetings.
  • Provide advice and guidance to clients and prospective clients on the types of services and investment products available, as well as the responsibilities associated with being a Financial Services Consultant.
  • Recommend financial planning strategies to clients to achieve their financial goals and objectives.
  • Implement financial planning recommendations to clients or prospective clients.

Requirements:

  • Diploma/degree holder in any discipline.
  • Prior working experience.
  • Excellent interpersonal skills and leadership potential.

Preferred Qualifications:

  • Degree in finance, business administration, or related field.
  • Relevant certifications (e.g., M5, M9, HI).

Skills We Value:

  • Wealth Management.
  • Management Skills.
  • Sales.
  • Lifestyle.
  • Tolerance.
  • Financial Planning.
  • Interpersonal Skills.
  • Healthcare.
  • Investments.
  • Wealth Accumulation.
  • Wealth.
  • Planner.
  • Life Insurance.
  • Presentation Skills.
  • Consulting.
  • Financial Advisory.
  • Customer Service.
  • Health Insurance.
  • Retirement.
  • Financial Services.

  • Financial Planner

    1 week ago

    Singapore Manulife Financial Advisers Full time

    **Financial Planner** Are you an ambitious financial professional looking to elevate your career? Join us for professional and personal development while making a meaningful impact in the lives of our clients. Established in 1899, Manulife Singapore has been assigned an insurer financial strength rating of AA- with a stable outlook by S&P Global...

  • Financial Para-planner

    1 week ago

    Singapore Global Financial Consultants Pte Ltd Full time

    Global Financial Consultants (GFC) is one of Singapore’s most venerable and longest established wealth management and financial advisory businesses. Based in the heart of the financial district of Singapore, GFC is focused on providing a tailored and client-centric approach to help safeguard our clients’ financial future whilst guiding them on the path...

  • Financial Para-planner

    3 days ago

    Singapore GLOBAL FINANCIAL CONSULTANTS PTE. LTD. Full time

    Global Financial Consultants (GFC) is one of Singapore’s most venerable and longest established wealth management and financial advisory businesses. Based in the heart of the financial district of Singapore, GFC is focused on providing a tailored and client-centric approach to help safeguard our clients’ financial future whilst guiding them on the path...

  • Career Financial Planner Position Available

    7 days ago

    Singapore beBeeFinancial Full time $4,000 - $6,000

    Career Financial Planner Job Opportunity We are seeking a highly motivated and skilled Career Financial Planner to join our team. As a key player in our organization, you will play a crucial role in helping individuals plan their financial futures and build a successful career. Key Responsibilities: Support clients in achieving their long-term financial...

  • Expert Financial Advisor

    5 days ago

    Singapore beBeeFinancial Full time $7,000

    **Job Description:**We are seeking a skilled Financial Planner to join our team. As a Financial Planner, you will work with clients to help them achieve their financial goals.Assess clients' financial situation and create personalized plans to help them meet their objectives.Provide expert advice on insurance and investments to ensure clients have the right...

  • Build a Rewarding Career as a Financial Planner

    1 week ago

    Singapore beBeeWealthManagement Full time $40,000 - $60,000

    Financial Planner CareerWe are looking for a skilled Financial Planner to join our team. As a Financial Planner, you will be responsible for providing expert advice on financial planning and management to individuals and businesses.Your key responsibilities will include:Providing financial planning and advisory services to clientsDeveloping personalized...

  • Certified Financial Planner

    2 weeks ago

    Singapore MAGELLAN OPENSPACE PTE. LTD. Full time

    Roles & Responsibilities Job Description: About the Role: Join Magellan & Co. as a Financial Planner where you'll craft personalized wealth blueprints for clients—not just sell products. Ideal for detail-oriented professionals who love solving complex financial puzzles. Key Responsibilities: Analyze & Plan – Develop comprehensive strategies...

  • Financial Planner

    2 weeks ago

    Singapore Singapore Full time

    Looking to hire Financial Planner (5 slots available) Office in CBD area Job scope : Sales, Client relationships building, Insurance and Investments, Retirement/Financial/Estate/Protection Plannings. Perks: Travel opportunity yearly Good working environment Clear career progression Professional training **JOB REQUIREMENT** Min required qualification :...

  • Certified Financial Planner

    2 weeks ago

    Singapore MAGELLAN OPENSPACE PTE. LTD. Full time

    Roles & Responsibilities Job Description:About the Role:Join Magellan & Co. as a Financial Planner where you'll craft personalized wealth blueprints for clients—not just sell products. Ideal for detail-oriented professionals who love solving complex financial puzzles.Key Responsibilities: Analyze & Plan – Develop comprehensive strategies (retirement,...

  • Expert Financial Planner

    2 weeks ago

    Singapore beBeeFinance Full time $40,000 - $60,000

    Financial Planning and Analysis Expert\A detail-oriented financial professional is sought to ensure financial accuracy, compliance, and support business decision-making across entities. Key responsibilities include developing financial plans, budgets, and forecasts, analyzing financial data, and monitoring financial performance. Additionally, they will...