Current jobs related to Financial Planning Specialist - Singapore - DBS BANK LTD.


  • Singapore Financial Institution Full time

    Income Insurance Limited (Income Insurance) is one of the leading composite insurers in Singapore, offering life, health and general insurance. Established in Singapore to plug a social need for insurance in 1970, Income Insurance continues to put people first by serving the protection, savings and investment needs of individuals, families and businesses...

  • Financial Adviser

    8 months 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 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...


  • Singapore Bright Point International Financial (SG) Full time

    Overview of Bright Point International Financial (SG):We are a leading international financial institution dedicated to providing exceptional services to our clients.Job Summary:The Financial Services Onboarding Specialist will be responsible for ensuring seamless onboarding experiences for new clients, while maintaining compliance with relevant...


  • Singapore AIA Financial Advisers Full time

    3 days ago Be among the first 25 applicants Direct message the job poster from AIA Financial Advisers Executive Director of AIA Pinnacle Organisation | Head of KEN Group Company Description AIA Financial Advisers (AIA FA) aims to provide customers with more choices and greater accessibility for quality and professional face-to-face financial advice....


  • Singapore IPP FINANCIAL ADVISERS PTE. LTD. Full time

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


  • 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...


  • 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...


  • Singapore AIA Singapore Private Limited Full time

    Role OverviewAIA Singapore Private Limited is seeking a skilled High Net Worth Financial Planning Specialist to join our marketing, distribution & partnership team. In this role, you will play a vital part in advancing AIA's movement towards creating a healthier, more sustainable future for everyone.About the Role:You will perform financial planning...

  • Financial Adviser

    3 weeks ago


    Singapore SYNERGY FINANCIAL ADVISERS LTD. Full time

    Roles & ResponsibilitiesTo service clients who are requesting financial planning services, providing wholesome advice, including: Personal Financial Planning, Personal Will and Estate Planning, HNWI Planning GI InsuranceCandidate must have A Degree or A Diploma Mature and Outgoing Excellent communication and sales skills.Tell employers what skills...

  • Financial Adviser

    3 months ago


    Singapore SYNERGY FINANCIAL ADVISERS LTD. Full time

    Roles & ResponsibilitiesTo service clients who are requesting financial planning services, providing wholesome advice, including: Personal Financial Planning, Personal Will and Estate Planning, HNWI Planning GI InsuranceCandidate must have A Degree or A Diploma Mature and Outgoing Excellent communication and sales skills.Tell employers what skills...


  • Singapore SUMMIT PLANNERS CRUSADERS PTE. LTD. Full time

    Roles & ResponsibilitiesAbout UsWe are a trusted One-Stop Integrated Financial Services Provider dedicated to offering innovative and comprehensive financial solutions. Our services encompass wealth management, insurance, estate planning, and investment advisory, empowering individuals and businesses to achieve their financial aspirations.We are seeking...


  • Singapore SUMMIT PLANNERS CRUSADERS PTE. LTD. Full time

    Roles & ResponsibilitiesAbout UsWe are a trusted One-Stop Integrated Financial Services Provider dedicated to offering innovative and comprehensive financial solutions. Our services encompass wealth management, insurance, estate planning, and investment advisory, empowering individuals and businesses to achieve their financial aspirations.We are seeking...


  • Singapore INFINITUM FINANCIAL ADVISORY PTE. LTD. Full time

    Roles & ResponsibilitiesWe are looking for dynamic and talented candidate to join us as Wealth Advisory Specialist (WAS). This is a permanent role with a basic salary, attractive sales incentives and staff benefits (annual leave, medical leave, medical reimbursements). As a WAS, you help to plan, manage and work with clients to provide tailor-made wealth...


  • Singapore INFINITUM FINANCIAL ADVISORY PTE. LTD. Full time

    Roles & ResponsibilitiesWe are looking for dynamic and talented candidate to join us as Wealth Advisory Specialist (WAS). This is a permanent role with a basic salary, attractive sales incentives and staff benefits (annual leave, medical leave, medical reimbursements). As a WAS, you help to plan, manage and work with clients to provide tailor-made wealth...


  • Singapore Bank of China Limited, Singapore Branch Full time

    Job DescriptionWe are seeking an experienced Asset and Liability Management Financial Planning Specialist to join our team at the Bank of China Limited, Singapore Branch.About the RoleThis is a challenging opportunity for a skilled professional to develop and implement strategies for managing the bank's assets and liabilities. You will be responsible for...


  • Singapore DA Financial Service Full time

    Job Description:We are seeking a skilled Futures Trader Specialist to join our team at DA Financial Service. In this role, you will be responsible for providing dealing services in global futures products and executing clients' trade requests into the respective exchanges.Key Responsibilities:Provide high-level dealing support to clients, ensuring timely and...


  • Singapore FINANCIAL ALLIANCE PTE. LTD. Full time

    Roles & ResponsibilitiesJOB DESCRIPTION To 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,...


  • Singapore FINANCIAL ALLIANCE PTE. LTD. Full time

    Roles & ResponsibilitiesJOB DESCRIPTION To 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,...


  • Singapore DBS Bank Limited Full time

    About the RoleWe are seeking a highly skilled Finance Planning and Business Support Specialist to join our team at DBS Bank Limited. This is a dynamic role that will involve financial and management reporting, annual budget planning, and data analysis.

Financial Planning Specialist

1 month ago


Singapore DBS BANK LTD. Full time

At DBS Bank Ltd., we're committed to helping our customers achieve their financial goals. As a Financial Planning Specialist in our Consumer Banking Group, you'll play a vital role in providing tailored financial advice to our clients.

About the Role

We're seeking an experienced and self-motivated individual who can work closely with our clients to understand their unique needs and provide personalized financial solutions. You'll have a strong knowledge of our bank's products and services and be able to recommend the best options for our clients' financial planning.

Your key responsibilities will include: