Senior Financial Planning Consultant
4 days ago
As a Senior Financial Planning Consultant at FINANCIAL ALLIANCE PTE. LTD., you will play a pivotal role in helping our clients achieve their financial objectives. This exciting opportunity involves providing expert financial advice to profile clients' needs and offering tailored solutions to enhance their wealth accumulation.
Responsibilities- Develop a deep understanding of clients' financial goals, risk tolerance, and timeframes to create personalized financial plans.
- Identify opportunities for clients to optimize their asset allocation, leveraging expertise in investments, insurance, and estate planning.
- Collaborate with internal teams to develop innovative business development strategies, including client presentations, seminars, and workshops.
- Maintain strong relationships with existing clients, delivering exceptional service and building trust through transparent communication.
- A self-motivated individual with a proven track record of success in a competitive environment.
- A minimum GCE 'A' Levels or above, with accreditation in CMFAS Modules 5, 8, 8A, 9 & 9A being highly desirable.
- Exceptional interpersonal skills, enabling effective communication with diverse stakeholders.
- A pleasant personality, strong work ethic, and continuous learning attitude.
- Prior experience in marketing/sales is an added advantage.
We offer a competitive salary range of SGD 80,000 - 120,000 per annum, commensurate with experience. Our comprehensive benefits package includes training opportunities, performance bonuses, and a dynamic work environment that fosters growth and collaboration.
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Financial Planning Consultant
2 days ago
Singapore FINANCIAL ALLIANCE PTE. LTD. Full timeJob Description:OverviewFINANCIAL ALLIANCE PTE. LTD. is a dynamic and forward-thinking financial services firm seeking an experienced Financial Advisory Representative to join our team. As a key member of our advisory team, you will play a vital role in providing high-quality financial planning services to our clients.Salary: SGD 80,000 - SGD 120,000 per...
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Singapore ALPHA WEALTH FINANCIAL ADVISERS PTE. LTD. Full timeRoles & ResponsibilitiesJob Highlights· Build relationships with clients· Career AdvancementJob ResponsibilitiesAcquire and manage a pool of clients’ investment portfolios· Understand clients’ financial objectives and investment requirements· Provide information and comparisons for clients to make informed decisions· Building and maintaining...
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Senior Financial Planning Consultant
4 days ago
Singapore ASCEND RECRUITMENT PTE. LTD. Full timeFinancial Planning Consultant RoleWe are seeking a highly skilled Financial Planning Consultant to join our team at ASCEND RECRUITMENT PTE. LTD.About the CompanyOur client is a leading composite insurer in Singapore, offering a range of insurance products including Life, Health and General Insurance.Job DescriptionThis is a full-time hybrid role that...
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Financial Services Consultant
3 months ago
Singapore INFINITUM FINANCIAL ADVISORY PTE. LTD. Full timeRoles & ResponsibilitiesAre you looking to be a financial service professional in a leading multiple provider Financial Advisory firm?Job 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...
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Senior Financial Planning Specialist
7 days ago
Singapore Unison Consulting Pte Ltd Full timeAbout the RoleAs a Senior Financial Planning Specialist at Unison Consulting Pte Ltd, you will be responsible for supporting the finance team in data analysis and financial forecasting.
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Financial Planning Specialist
4 days ago
Singapore SYNERGY FINANCIAL ADVISERS LTD. Full timeJob Role:To build strong relationships with clients, delivering bespoke financial planning services, including personal financial planning, wills and estate planning, and high net worth individual planning. Additionally, the candidate will assist clients with general insurance solutions.Key Responsibilities:Develop and implement customized financial plans...
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Financial Planning and Reporting Specialist
4 days ago
Singapore ACHIEVE CAREER CONSULTANT PTE LTD Full timeWe are seeking a detail-oriented Financial Planning and Reporting Specialist to join our team at ACHIEVE CAREER CONSULTANT PTE LTD.About the RoleThis is a 6-month contract opportunity for an experienced accountant to work with a renowned developer. The successful candidate will be responsible for preparing and reporting on budgets, forecasts, and management...
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Senior Financial Consultant
3 months 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 Wealth Management Consultant
1 month ago
Singapore ASCENXIO FINANCIAL PTE. LTD. Full timeRoles & ResponsibilitiesAbout the Role:As a Senior Wealth Management Consultant, you will play a key role in driving business growth by introducing innovative solutions from our extensive network of partners, including fund houses, insurers, and medical specialists. You will enjoy a permanent position with an attractive allowance package, commission, and...
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Senior Financial Consultant
3 weeks ago
Singapore Intellect Full timeAs a Senior Financial Consultant at Intellect, you will have the opportunity to provide expert guidance on investment opportunities, tax strategies, retirement planning, and other financial matters to our clients based on their needs and goals. These consultations are conducted primarily through scheduled 30-minute video sessions on our platform.We're...
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Senior Financial Planning Advisor
3 weeks ago
Singapore CareerVisors Full timeAs a Senior Financial Planning Advisor with CareerVisors in Singapore, you will have the opportunity to work with individuals and businesses to provide personalized financial advice and tailored investment solutions.About UsCareerVisors is a leading financial services company based in Singapore that provides comprehensive financial planning, investment...
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Senior Financial Consultant
2 days ago
Singapore LIXTUS PRIVATE LIMITED Full timeWe are looking for a skilled and ambitious Senior Financial Consultant to join our team at LIXTUS PRIVATE LIMITED.About the RoleThis is a fantastic opportunity to work with a dynamic and growing company, providing expert financial guidance to our clients. As a Senior Financial Consultant, you will be responsible for developing and implementing financial...
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Senior sap consultant
7 days ago
Singapore Lawton Senior Living Full timeWe are representing our client, a European IT Consultancy company, in searching for a Senior SAP MM to compliment their existing team. Responsibilities: Involvement in the full project cycle from Requirements Gathering, Gap Analysis, Design, Configuration, Development, Delivery, and Maintenance/Support of SAP MM modules. Develop functional specifications,...
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Senior sap consultant
2 weeks ago
Singapore Lawton Senior Living Full timeWe are representing our client, a European IT Consultancy company, in searching for a Senior SAP MM to compliment their existing team.Responsibilities:Involvement in the full project cycle from Requirements Gathering, Gap Analysis, Design, Configuration, Development, Delivery, and Maintenance/Support of SAP MM modules.Develop functional specifications, and...
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Financial Planning and Reporting Specialist
2 days ago
Singapore ACHIEVE CAREER CONSULTANT PTE LTD Full timeWe are seeking a highly skilled Financial Planning and Reporting Specialist to join our team at Achieve Career Consultant Pte Ltd.Located in Central, this role offers a competitive salary of up to S$6,000 per month, making it an attractive opportunity for professionals looking to advance their careers.The ideal candidate will have a strong background in...
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High Net Worth Financial Consultant
8 hours ago
Singapore IPP FINANCIAL ADVISERS PTE. LTD. Full timeExperienced Financial Adviser OpportunityIIPP Financial Advisers Pte. Ltd. is a renowned provider of quality financial advice in Singapore since 1983.The Expat Advisory Group, a specialist division within the company, is seeking highly experienced financial consultants to join their expanding team.This role requires applicants to have an existing client base...
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Financial Solutions Consultant
8 hours ago
Singapore INFINITUM FINANCIAL ADVISORY PTE. LTD. Full timeWe are seeking a highly skilled Financial Solutions Consultant to join our team at INFINITUM FINANCIAL ADVISORY PTE. LTD. The ideal candidate will have excellent people management skills, strong interpersonal and communication abilities, and a proven track record in sales.About the RoleThis permanent position comes with a basic salary of SGD 80,000 per...
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Strategic Financial Advisor
9 hours ago
Singapore MANULIFE FINANCIAL ADVISERS PTE. LTD. Full timeAt Manulife Financial Advisers PTE. LTD., we are seeking an exceptional Senior Financial Consultant to join our team.Job Description:Wealth management involves understanding and addressing clients' needs for income protection, savings, investments, healthcare, retirement, business continuity, and estate distribution. As a Senior Financial Consultant, you...
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Singapore IT GROUP PTE. LTD. Full timeAbout the Role:We are seeking a skilled Senior Enterprise Financial Planning Specialist to join our team at IT GROUP PTE. LTD. This is an excellent opportunity for someone with strong financial acumen and experience in implementing enterprise planning solutions.In this role, you will work closely with clients to understand their unique financial planning...
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Senior Financial Management Consultant
4 days ago
Singapore ZY FUTURE INTERNATIONAL PTE. LTD. Full timeCompany Overview:ZY FUTURE INTERNATIONAL PTE. LTD. is a business consulting company that helps domestic and foreign customers with their financial management needs.Job Description:We are seeking an experienced Senior Financial Management Consultant to join our team. The successful candidate will be responsible for helping our clients achieve their financial...