Financial Consultant

2 weeks ago


Singapore CareerVisors Full time
Financial Consultant Job Description

Our client, a leading financial services company in Singapore, is seeking a highly motivated Financial Consultant to join their team. As a Financial Consultant, you will play a crucial role in providing personalized financial advice and tailored investment solutions to individuals and businesses.

Key Responsibilities:
  • Assess clients' financial situations to help them achieve their financial goals.
  • Provide expert advice on insurance to help companies and individuals plan for their financial futures.
  • Help clients with financial planning in areas such as retirement, education, and investments.
  • Follow up with clients to assess how changes in their life may impact their financial plan.
Requirements:
  • At least a Diploma or A-Levels in a relevant field.
  • Excellent interpersonal and communication skills.
  • Ability to work independently and as part of a team.
  • Strong analytical and problem-solving skills.
  • Proficient in Microsoft Office applications.

Benefits:

  • High commissions.
  • Hybrid work arrangements.
  • Flexible work schedule.
  • Health insurance.
  • Career progression opportunities.


  • Singapore INFINITUM FINANCIAL ADVISORY PTE. LTD. Full time

    Roles & 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...

  • Financial Consultant

    3 weeks ago


    Singapore Great Eastern - Modern Advisors Full time

    Modern Advisors is a group of financial consultants representing Great Eastern Financial Advisers Pte Ltd (GEFA). Are you talented and ambitious but feels that your income has not progressed at your desired pace? Here is an opportunity to be able to be in the business of advising on protection and wealth accumulation solutions to your clients so to be better...

  • Financial Consultant

    1 month ago


    Singapore CareerVisors Full time

    Financial Consultant Job DescriptionOur client, CareerVisors, is a leading financial services company in Singapore that provides personalized financial advice and tailored investment solutions to individuals and businesses.As a Financial Consultant, you will be responsible for meeting with clients, conducting financial planning sessions, and analyzing...

  • Financial Consultant

    4 months ago


    Singapore STELLARTALENTS ASIA PTE. LTD. Full time

    Roles & ResponsibilitiesAs a Financial Consultant, you will be responsible for providing expert financial advice and guidance to our clients. You will assess their financial situation, develop tailored financial plans, and recommend suitable investment strategies to help them achieve their objectives.Responsibilities: Financial Assessment:Conduct...


  • Singapore WEALTH COACH LLP Full time

    Roles & ResponsibilitiesLEVEL UP YOUR CAREER: THRIVE AS A FINANCIAL CONSULTANT WITH US!Join our team of dynamic financial consultants and embark on a rewarding journey towards success. At our company, you'll thrive as part of our winning team. Take the next step in your career today and unlock your full potential with us!Benefits:- Competitive monthly...


  • Singapore ASCENXIO FINANCIAL PTE. LTD. Full time

    Roles & 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...

  • Financial Consultant

    3 weeks ago


    Singapore Great Eastern - Modern Advisors Full time

    Modern Advisors is a group of financial consultantsrepresenting Great Eastern Financial Advisers Pte Ltd(GEFA). Are you talented and ambitious but feelsthat your income has not progressed at your desired pace? Here isan opportunity to be able to be in the business of advising onprotection and wealth accumulation solutions to your clients so tobe better...


  • Singapore WINZ VENTURE PRIVATE LIMITED Full time

    Roles & ResponsibilitiesA Career with Purpose and Rewards!Financial planning is a dynamic process of partnering with clients to craft tailored strategies that align with their unique goals and aspirations. As financial consultant, we guide individuals through managing investments, insurance, and retirement plans, ensuring they achieve financial stability and...


  • Singapore INSCAPE PTE. LTD. Full time

    Roles & ResponsibilitiesWe are expanding and looking for self-motivated, winning-minded individuals who are open and keen to learn about Investment, which has been a trendy topic amongst people and we are here to educate individuals.This is the job opportunity that allows you to have the best of both worlds of not needing to work a desk-bound 9 to 5 job and...


  • Singapore Jack Financial Group (JFG) Full time

    Embark into a discovery journey in a positive environment with proven strong mentorship and multi-layered training. We believe in empowering youths with the opportunity to be both financially independent and fulfilling your lifelong ambitions. We are currently expanding our agency group and looking for driven individuals that strive to serve and create...


  • Singapore ACHIEVE CAREER CONSULTANT PTE LTD Full time

    Job SummaryWe are seeking a highly skilled Senior Financial Analyst to join our team at ACHIEVE CAREER CONSULTANT PTE LTD. As a Senior Financial Analyst, you will be responsible for preparing and reporting on budgets, forecasts, and management reports. You will also analyze financial performance in comparison to budgets and forecasts, and compile monthly...


  • Singapore ACHIEVE CAREER CONSULTANT PTE LTD Full time

    Accountant (Consolidation and Reporting) RoleAt ACHIEVE CAREER CONSULTANT PTE LTD, we are seeking a skilled Financial Accountant to join our team. The ideal candidate will have a strong background in accounting and consolidation, with experience in preparing and reporting budgets, forecasts, and management reports.Key Responsibilities:Prepare and report...


  • Singapore ACHIEVE CAREER CONSULTANT PTE LTD Full time

    Key ResponsibilitiesPrepare and present financial reports, including budgets and forecasts, to stakeholders.Analyze financial performance data and identify areas for improvement.Compile and review financial statements, ensuring accuracy and compliance with regulatory requirements.Develop and implement financial reporting processes and procedures.As a...

  • Financial Consultant

    1 month ago


    Singapore INSCAPE PTE. LTD. Full time

    Roles & ResponsibilitiesWe are expanding and looking for self-motivated, winning-minded individuals who are open and keen to learn about Investment, which has been a trendy topic amongst people and we are here to educate individuals.This is the job opportunity that allows you to have the best of both worlds of not needing to work a desk-bound 9 to 5 job and...

  • Financial Consultant

    3 months ago


    Singapore CareerVisors Full time

    Information: Our client is a financial advisory firm, dealing with a wide range of clients and offering professional growth for all. Additional Information: Working Location: North Singapore with WFH Responsibilities: Offer reliable and well-informed financial advice and reviews to help clients achieve their financial goals. Foster lasting relationships...

  • Financial Analyst

    1 month ago


    Singapore ACHIEVE CAREER CONSULTANT PTE LTD Full time

    Accountant (Budget & Forecast) RoleWe are seeking a highly skilled Accountant to join our team as a Budget and Forecast specialist. The successful candidate will be responsible for preparing and reporting on budgets, forecasts, and management reports.Key Responsibilities:Prepare and report on budgets, forecasts, and management reports.Analyze financial...


  • Singapore OVERSEA-CHINESE BANKING CORPORATION LIMITED Full time

    Roles & ResponsibilitiesJob Description & RequirementsStart your career with OCBC as a Personal Financial Consultant!At OCBC we are constantly on the lookout for exceptional individuals to join our team. As Singapore’s longest established local bank, we have a global network of more than 450 branches and representative offices in more than 15 countries and...


  • Singapore SP - Katherine Soh Full time

      Job Responsibilities   Providing financial planning advice based on clients financial and protection needs.   Providing recommendation to clients on protection, wealth accumulation and legacy planning.     Job Requirements   Minimum full certificate in GCE 'A' Level, International Baccalaureate Diploma qualification, diploma awarded by a...


  • Singapore RECRUIT NOW SINGAPORE PTE. LTD. Full time

    Freelance Financial Advisor OpportunityWe are seeking a skilled Freelance Financial Advisor to join our team at Recruit Now Singapore Pte Ltd. as a Freelance Financial Advisor.Key Responsibilities:Develop and implement financial strategies to meet clients' goals.Provide insurance and financial planning advice on retirement, education, and investments.Manage...

  • Senior Consultant

    1 day ago


    Singapore HARVEST ADVISORS FINANCIAL HOLDINGS PTE. LTD. Full time

    Roles & ResponsibilitiesHarvest Advisors holds a Capital Markets Securities (CMS) licence and is regulated by the Monetary Authority of Singapore.We provide asset management services for institutional investors as well as private wealth management solutions for high-net worth investors in Asia. Our clients include sovereign wealth funds, financial...