Financial Advisory Specialist
1 day ago
As a Financial Services Consultant, you will be responsible for providing expert financial guidance to our clients, helping them achieve their long-term goals. With a strong focus on client relationships and financial planning, this role is ideal for those who thrive in fast-paced environments and are passionate about delivering exceptional results.
We offer a comprehensive training program, regular workshops, and individual mentorship to support your growth and development. Our team culture values collaboration, innovation, and work-life balance, making us an attractive choice for professionals seeking a rewarding career in financial advisory.
- A Day in the Life of a Financial Advisor:
- Client Networking: Establish and grow a robust client base through effective networking and prospecting strategies.
- Financial Strategy Development: Analyze clients' financial situations and goals to create tailored financial strategies.
- Insurance and Financial Advisory: Provide comprehensive advisory on insurance and financial planning, covering areas such as retirement, education, and investments, supported by our extensive product suite.
- Financial Analysis: Presenting detailed financial summaries, investment reports, and income projections for clients.
- Client Relationship Management: Maintain and strengthen client relationships through regular reviews and adjustments to financial plans based on life changes.
- $80,000 - $120,000 per annum: A competitive salary with opportunities for bonuses and commissions.
- Extensive Training Program: Develop your skills and knowledge in financial services, including comprehensive training, workshops, and mentorship.
- Flexi-Hybrid Work Setting: Enjoy a hybrid work setting with flexible work arrangements, allowing you to balance your work and personal life.
- Attractive Rewards: We believe in 'work hard, play hard', with incentives for top performers and fun team-bonding events.
- Market-leading Remuneration Structure: A market-leading remuneration package along with an attractive incentive system, including commissions, performance incentives, and up to 3 incentive trips a year.
- Singaporean / Singapore PR preferred.
- Minimum 21 years old with Polytechnic Diploma, GCE 'A' level Certification or Bachelor Degree in any field, as per MAS requirements.
- Highly motivated with strong interpersonal skills.
PHARE VENTURE is a leading financial services provider, committed to delivering exceptional results and building long-term relationships with our clients. We value collaboration, innovation, and work-life balance, making us an attractive choice for professionals seeking a rewarding career in financial advisory.
-
Singapore PROFESSIONAL FINANCIAL ADVISORY SERVICES Full timeJob DescriptionWe are seeking a highly motivated Strategic Marketing Specialist to join our team at PROFESSIONAL FINANCIAL ADVISORY SERVICES.This role will be responsible for contributing to the development of marketing strategies that align with the company's goals and objectives.
-
Wealth Advisory Specialist
6 months ago
Singapore INFINITUM FINANCIAL ADVISORY PTE. LTD. Full timeRoles & 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...
-
Financial Advisory Specialist
2 days ago
Singapore THE SUPREME HR ADVISORY PTE. LTD. Full timeUnleash Your Potential in Wealth ManagementWe are seeking a skilled Financial Advisory Specialist to join our dynamic team at THE SUPREME HR ADVISORY PTE. LTD. This is an excellent opportunity for individuals looking to excel in the financial advisory field and help clients achieve their financial objectives.About the RoleThe successful candidate will be...
-
Financial Advisory Specialist
1 week ago
Singapore THE SUPREME HR ADVISORY PTE. LTD. Full timeWe are seeking a highly skilled Financial Advisory Specialist to join our team at The Supreme HR Advisory PTE. LTD.About the Role:As a Financial Advisory Specialist, you will be responsible for providing expert advice to clients on financial matters, including conflict checks, document preparation, and financial analysis.Key Responsibilities:Prepare...
-
Wealth Advisory Specialist
4 days ago
Singapore INFINITUM FINANCIAL ADVISORY PTE. LTD. Full time $3,000 - $5,000We 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 solutions specific to their...
-
Financial Training and Advisory Specialist
4 days ago
Singapore PROFESSIONAL INVESTMENT ADVISORY SERVICES PTE LTD Full timeCompany OverviewProfessional Investment Advisory Services Pte Ltd, a leading financial advisory firm in Singapore, is seeking an experienced Financial Training and Advisory Specialist to join our team. With a strong presence in the industry, we offer a diverse range of financial services and solutions with a personalized approach.About the RoleWe are looking...
-
Singapore PROFESSIONAL INVESTMENT ADVISORY SERVICES PTE LTD Full timeWe are seeking a highly skilled Financial Advisory Trainer and Compliance Specialist to join our team at Professional Investment Advisory Services Pte Ltd.About the RoleThe successful candidate will be responsible for conducting training needs analysis, designing and developing training programs, and evaluating their effectiveness. They will also be required...
-
Financial Solutions Manager
6 days ago
Singapore INFINITUM FINANCIAL ADVISORY PTE. LTD. Full timeCompany OverviewInfinium Financial Advisory Pte. Ltd.We are a reputable financial advisory firm dedicated to providing tailored wealth solutions for our clients. With a focus on delivering exceptional service and expertise, we strive to build long-lasting relationships with our clients.Job Description:Wealth Advisory SpecialistThis is a permanent role with a...
-
Financial Advisory Director
1 day ago
Singapore FINEXIS ADVISORY PTE. LTD. Full timeAt Finexis Advisory PTE. LTD., we are seeking an exceptional individual to spearhead our award-winning team as a Team Leader (Financial Advisory). As a leader in the financial advisory industry, you will be responsible for guiding your team towards success while maintaining the highest standards of ethics and professionalism.The role offers a competitive...
-
Financial Advisory Specialist
2 days ago
Singapore INCOME INSURANCE LIMITED Full timeJob DescriptionAs a Financial Advisory Specialist at Income Insurance Limited, you will play a key role in offering our customers financial and life protection solutions. With a monthly salary of $5,500 to $7,000, comprehensive employee benefits, and induction training, we equip you to start a rewarding career in financial advisory.This is a full-time,...
-
Financial Advisory Director
4 days ago
Singapore FINEXIS ADVISORY PTE. LTD. Full timeAbout FINEXIS ADVISORY PTE. LTD.We are a leading financial advisory company specialising in a diverse range of financial products with access to an extensive network of partners.Compensation Package:$12,000 - $18,000 per month (based on performance)Job Description:As a Team Leader at FINEXIS ADVISORY PTE. LTD., you will spearhead the development of our...
-
Singapore PROFESSIONAL FINANCIAL ADVISORY SERVICES Full timeAt Professional Financial Advisory Services, we are seeking a skilled and motivated Sales Leader to join our team. The successful candidate will have a proven track record of developing managers to recruit sales representatives with the capability to access their desired target market.This role is responsible for implementing developmental and motivational...
-
Data Entry and Operations Specialist
6 days ago
Singapore INFINITY FINANCIAL ADVISORY PTE. LTD. Full timeJob OverviewWe are seeking a highly skilled Data Entry and Operations Specialist to join our team at Infinity Financial Advisory PTE. LTD.
-
Financial Planning and Advisory Specialist
2 weeks ago
Singapore Careers@Gov Full timeAt Careers@Gov, we are seeking a skilled Financial Planning and Advisory Specialist to join our team. The ideal candidate will have excellent communication and project management skills, with a strong understanding of financial planning, procurement, and budget management.The salary for this position is estimated to be between $90,000 and $120,000 per annum,...
-
Team Leader
5 months ago
Singapore FINEXIS ADVISORY PTE. LTD. Full timeRoles & ResponsibilitiesJob Highlights Competitive Industry Remuneration Strong Company Culture and Support Strong IT infrastructureAbout the role:Are you a thriving financial advisor ready to elevate your career? Do you have a passion for leadership, a clear vision for success, and the drive to build and lead a highly successful team? If so, we are...
-
Senior Financial Services Professional
1 week ago
Singapore INFINITUM FINANCIAL ADVISORY PTE. LTD. Full timeAbout Infinium Financial Advisory PTE. LTD.At Infinium, we are a leading multiple provider financial advisory firm in Singapore. Our company is wholly owned by NTUC Income and has established systems and processes to support you to build your financial advisory practice.
-
Financial Training Specialist
2 days ago
Singapore FINEXIS ADVISORY PTE. LTD. Full timeAbout Finexis Advisory PTE. LTD.Finexis Advisory PTE. LTD., a leading financial services provider in Singapore, is seeking an experienced Financial Training Specialist to join their team. As a renowned expert in the industry, we are proud to have over 900 consultants and staff, $1.3 billion in assets under advisory, and strategic partnerships that establish...
-
Financial Crime Advisory Specialist
3 weeks ago
Singapore OCBC Full timeRole OverviewAs a Financial Crime Advisory Specialist at OCBC, you will play a vital role in safeguarding the bank's integrity and protecting it from financial crime threats. The role supports the Singapore Business Unit on day-to-day Financial Crime Compliance (FCC)-related advisory and ad hoc project/regulatory matters. The primary responsibilities include...
-
Financial Services Advisor
4 days ago
Singapore INFINITUM FINANCIAL ADVISORY PTE. LTD. Full timeWe are seeking a dynamic and talented individual to join our team as a Financial Services Consultant at INFINITUM FINANCIAL ADVISORY PTE. LTD.About the RoleThis is an excellent opportunity for individuals who are passionate about providing expert financial advice and planning services to clients. As a Financial Services Consultant, you will be responsible...
-
Singapore INFINITUM FINANCIAL ADVISORY PTE. LTD. Full timeFinancial Services ConsultantAbout Infinutum Financial Advisory PTE. LTD.We are a leading multi-provider financial advisory firm in Singapore, providing comprehensive financial solutions to our clients. Our team is committed to delivering exceptional service and support to help individuals achieve their financial goals.Salary: SGD 80,000 - SGD 120,000 per...