
Sales and Financial Advisor
6 days ago
Job Title: Sales and Financial Advisor
">We are seeking an experienced and skilled Sales and Financial Advisor to join our team. In this role, you will be responsible for conducting thorough financial assessments of clients, developing tailored financial plans, and recommending suitable financial products and investment opportunities.
">Responsibilities include:
">- ">
- Conducting thorough financial assessments of clients, considering their income, expenses, investments, and long-term objectives">
- Developing tailored financial plans, covering investment strategies, savings, retirement, insurance, and tax optimization">
- Recommending suitable financial products and investment opportunities based on clients' needs and risk profiles">
- Monitoring and reviewing clients' portfolios regularly, adjusting strategies as market conditions or client objectives change">
- Communicating complex financial information clearly and providing ongoing education to clients">
- Maintaining up-to-date knowledge of financial products, market trends, and regulatory changes relevant to clients">
- Fostering and growing long-term relationships with clients by delivering attentive, responsive service">
- Ensuring compliance with legal and regulatory requirements in all aspects of financial advisory">
- Collaborating with other professionals (accountants, legal advisors, etc.) as needed to offer clients holistic solutions">
Requirements:
">- ">
- Open to candidates with no experience">
- Minimum GCE A level">
- Excellent interpersonal and communication skills">
- Ability to work independently and as a team player">
- Strong analytical and problem-solving skills">
- Proficient in Microsoft Office applications">
Benefits:
">- ">
- Permanent position">
- Mon-Fri 9am-6pm flexible timing">
- Salary: $5,000 - $15,000">
- Labrador Park location">
-
Financial Advisor
6 days ago
Singapore IPP Financial Advisers Full timeGet AI-powered advice on this job and more exclusive features. Direct message the job poster from IPP Financial Advisers Senior Wealth Management Consultant at IPP Financial Advisers Company Description IPP Financial Advisers Pte Ltd, founded in 1983, is Singapore's most complete licensed financial adviser. Over 40 years, we have built a strong reputation...
-
Financial Advisor
4 days ago
Singapore Income Advisory Financial Advisers Full time2 days ago Be among the first 25 applicants Direct message the job poster from Income Advisory Financial Advisers Coach, Mentor and Market Differentiator (#hiring)Company Description Income Advisory Financial Advisers, formerly known as Infinitum Financial Advisory, has rebranded to reflect our stronger collaboration with Income Insurance. This change...
-
Financial Advisor
2 weeks ago
Singapore VWA Financial Services Full time $42,000 - $84,000 per yearWe are looking for motivated and driven individuals to join our team as Financial Advisors. In this role, you will provide clients with personalized financial guidance, helping them achieve their life goals through sound financial planning, risk management, and wealth-building strategies.This is an exciting opportunity for individuals who are passionate...
-
Financial Advisor
2 weeks ago
Singapore Tokio Marine Financial Advisers Singapore Full timeOverview This is an exceptional opportunity for entrepreneurial-minded students to build a lucrative career in financial consulting. As an Entrepreneurial Financial Consultant at Tokio Marine Financial Advisors, you'll be responsible for acquiring and servicing clients, providing expert financial advice, and achieving significant sales targets. You'll...
-
Sales and Financial Advisor
4 days ago
Singapore beBeeFinancialAdvisor Full timeJob Title: Sales and Financial Advisor "> We are seeking an experienced and skilled Sales and Financial Advisor to join our team. In this role, you will be responsible for conducting thorough financial assessments of clients, developing tailored financial plans, and recommending suitable financial products and investment opportunities. "> Responsibilities...
-
Financial Advisor
2 weeks ago
Singapore LMA Full time**Financial Advisor** Our client is a Leading Independent Financial Planning Company that is further growing its network in Singapore. They are now actively looking for a Financial Advisor to further develop a long-term partnership in this sector. - **Role**: Financial Advisor - **Remuneration**: Basic SGD 2500 + Commission - **Location**:...
-
Financial Advisor
2 weeks ago
Singapore LMA Full time**Financial Advisor** Our client is a Leading Independent Financial Planning Company that is further growing its network in Singapore. They are now actively looking for a Financial Advisor to further develop a long-term partnership in this sector. - **Role**: Financial Advisor - **Remuneration**: Basic SGD 2500 + Commission - **Location**:...
-
Wealth Management Advisor
4 days ago
Singapore IPP Financial Advisers Full time1 day ago Be among the first 25 applicants Direct message the job poster from IPP Financial Advisers Associate Partner, ChFC | Top 1% globally | Strategic Advisor & Consultant | Top of Table Member |Company Description IPP Financial Advisers Pte Ltd, founded in 1983, is Singapore’s most comprehensive licensed financial adviser. With over 40 years in Asia,...
-
Sales Coordinator
2 days ago
Singapore Global Financial Consultants Full timeGlobal 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 Consultant
5 days ago
Singapore ProVision Wealth Advisor Full time $700 - $10,000 per yearJob Description:We're looking for driven individuals to join our team as Financial Consultants / Management Trainees. You'll provide personalized financial advice in areas such as Wealth Protections, Wealth Accumulations, Estate Planning and Retirement Planning. Full training and mentorship will be provided.Key Responsibilities:Understand clients' financial...