Financial Solutions Advisor
7 days ago
The key responsibilities of this role include:
- Managing and growing a portfolio of Premier clients to achieve sales targets;
- Promoting digital banking channels to reduce in-branch visits and improve customer experience;
- Working closely with other team members to provide comprehensive financial solutions, including investment, insurance, and treasury services;
- Maintaining up-to-date knowledge of market news and trends to provide clients with informed advice on wealth management products;
- Ensuring compliance with all regulatory requirements, including KYC/AML regulations;
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Financial Service Advisor
4 days ago
Singapore Private Advertiser Full timeAbout the role Join as a Financial Service Advisor and play a vital role in helping our clients achieve their financial goals. As a Financial Service Advisor, you will be responsible for providing tailored financial planning and investment advice to our diverse client base. What you'll be doing Conduct in-depth financial assessments to understand...
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Financial Advisor
4 hours ago
Singapore Advisors' Clique Full timeAs a Financial Advisor, you are expected to:* Review client portfolios with close attention to detail* Provide financial advisory services to the needs of your Client(s)* Plan and manage in regards to risk and wealth solutions Benefits:* Plan and manage your own working hours by catering to your own needs first* No cap on what you earn* Attractive bonuses...
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Independent Financial Advisor
2 weeks ago
Singapore DLXSG VENTURES Full timeRoles & ResponsibilitiesWhy IFA?Unlike tied-agents limited to a single institution's products, our Independent Financial Advisors legally compare solutions across 19 financial institutions. This empowers you to provide truly cost-effective and personalized financial advice to your clients. Expand your services with access to mortgage loan options from over...
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Financial Service Advisor
4 days ago
Singapore Private Advertiser Full timeAbout UsWe are Private Advertiser, a leading financial services firm dedicated to helping individuals and businesses achieve their financial goals. With a strong commitment to innovation and client-centric service, we have established a reputation for excellence in the industry.Job DescriptionAs a Financial Service Advisor, you will play a vital role in...
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Client Advisor
1 week ago
Singapore FINANCIAL ALLIANCE PTE. LTD. Full timeRoles & ResponsibilitiesFinancial Alliance is Singapore's largest, leading and award-winning Independent Financial Advisory Firm. We offer our individual and corporate clients a unique, unbiased and meaningful one-stop experience in financial advisory services. Our wide range of wealth management and financial planning solutions is second to none. Our entire...
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Independent Financial Advisor
4 days ago
Singapore New Era Advisory Full timeFinancial Advisor at Great Eastern Financial Advisers Private Limited As a Financial Adviser, you will play a crucial role in guiding clients towards their financial goals. You will provide professional financial advice and offer customized solutions to meet their insurance, investment, and retirement planning needs. Key Responsibilities: Provide...
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Senior Financial Regulatory Advisor
7 days ago
Singapore Straits Financial Group Full timeAbout Us:Straits Financial Group is a leading provider of integrated logistics and financial services, headquartered in Singapore with presence in the United States and Indonesia. Our financial services arm offers a fully-integrated service for clients to access the financial and commodity derivative markets.Job Description:We are seeking a Senior Compliance...
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Strategic Financial Advisor
3 days ago
Singapore Advisors' Clique Full timeJob SummaryAt Advisors' Clique, we are seeking a highly skilled Financial Services Professional to join our team. As a key member of our financial advisory services team, you will be responsible for providing expert guidance to our clients on their financial portfolios.Key Responsibilities:Conduct thorough reviews of client portfolios with attention to...
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Senior Architecture Advisor- Financial
7 days ago
Singapore SAP ASIA PTE. LTD. Full timeRoles & ResponsibilitiesWhat you'll do:The Customer Advisory Architecture Advisor (AA) works closely with SAP's Sales organization and the Partner ecosystem to define the account strategy. AAs are responsible for bridging the gap between the customer's business strategy and relevant solutions through crafting the to-be business and solution architectures and...
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Financial Services Specialist
7 days ago
Singapore GLOBAL FINANCIAL CONSULTANTS PTE. LTD. Full time**Why Join Global Financial Consultants?**We offer a dynamic and fast-paced environment where you can learn, grow, and succeed. As a Business Development Executive, you will have the opportunity to develop essential business development skills and gain valuable industry experience.**Job Description**In this role, you will be responsible for identifying and...
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Financial Services Advisor
2 days ago
Singapore PERSOLKELLY Singapore Pte Ltd (Formerly Kelly Services Singapore Pte Ltd) Full timeAs a Financial Services Advisor, you will be responsible for providing expert support and guidance to valued clients, helping them navigate banking services and products.You will play a key role in ensuring customer satisfaction, while also identifying opportunities to enhance services and products.This position offers a competitive salary with generous...
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Financial Advisor
3 weeks ago
Singapore DLXSG VENTURES Full timeRoles & ResponsibilitiesEmbark on a Career That Impacts LivesAre you a university student in Singapore looking to jumpstart your career path, or seeking a dynamic role in a fast-growing industry? The role as a Financial Advisor offers the perfect blend of flexibility, entrepreneurial spirit, and unlimited earning potential. Join us and explore a fulfilling...
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Financial Advisor
3 weeks ago
Singapore LUMI SOLUTIONS PTE. LTD. Full timeRoles & ResponsibilitiesJob scope:Acquiring clients and providing ongoing service to build and maintain long-term, sustainable relationships. Assist in creating financial plans for individuals and businesses. Support clients with risk management, wealth accumulation, retirement and legacy planning. Attend training sessions, workshops, and leadership...
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Financial Advisor
3 weeks ago
Singapore LUMI SOLUTIONS PTE. LTD. Full timeRoles & ResponsibilitiesJob scope: Acquiring clients and providing ongoing service to build and maintain long-term, sustainable relationships. Assist in creating financial plans for individuals and businesses. Support clients with risk management, wealth accumulation, retirement and legacy planning. Attend training sessions, workshops, and leadership...
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Strategic Financial Solutions Expert
3 days ago
Singapore finexis advisory Pte Ltd Full timeOverviewFinexis advisory Pte Ltd is a dynamic team of financial professionals committed to supporting each other's success. Our mission is to empower individuals with the right financial strategies while creating an inclusive and collaborative environment for our advisors to thrive.Key ResponsibilitiesAs a Financial Services Consultant, you will do more than...
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Financial Advisor
3 weeks ago
Singapore ELI VENTURES Full timeRoles & Responsibilities[ Embark on a Career That Impacts Lives ]Are you a university student in Singapore looking to jumpstart your career path, or seeking a dynamic role alongside your studies? Our role as a Student Financial Advisor offers the perfect blend of flexibility, entrepreneurial spirit, and unlimited earning potential. Join us and explore a...
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Financial Adviser
3 weeks ago
Singapore GLOBAL FINANCIAL CONSULTANTS PTE. LTD. Full timeRoles & ResponsibilitiesAre you an experienced financial adviser looking for the right platform to take your career to the next level? At Global Financial Consultants (GFC), we provide the infrastructure, support, and client network you need to maximize your earnings and expand your portfolio.Global Financial Consultants (GFC) is one of Singapore's most...
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Financial Solutions Advisor
7 days ago
Singapore This is an IT support group Full timeAbout the Role:We are seeking an experienced Relationship Manager to join our team.The ideal candidate will have a minimum of 2 years of experience in Wealth Management, with a proven track record in managing Premier client portfolios.They will also have strong knowledge of financial markets and investment products, as well as excellent communication and...
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Financial Services Consultant
3 weeks 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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Financial Services Consultant
3 weeks 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...