Financial Services Professional

Providing financial advice based on clients’ financial and protection needs - Providing recommendation to clients on wealth accumulation and legacy planning - Providing corporate solutions for business entities - Delivering a high level of professional customer service to customers - Building and cultivating client relationships **Job Requirements** -...

About the OpportunityWe are seeking a highly motivated and enthusiastic individual to join our team as a Financial Services Intern. As an intern, you will be responsible for assisting our experienced professionals in various projects, gaining invaluable industry knowledge and building your financial and management skillsets.The BenefitsYou will acquire...

Global 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...

To help you succeed in your career, you will join our training program curated to suit individuals learning pace - Understand client’s financial needs and provide solutions to start them off on the right path of their financial habits - Lead generation platforms available for you to work on as well. No roadshows needed! - Incentive trips includes Shanghai,...

We are seeking a Financial Services Telesales Professional to join our marketing, distribution & partnership team. As a key member of our team, you will be responsible for performing outbound calls to customers for cross-sell targets, understanding customer needs and recommending suitable products, and converting leads provided by partners to sales through...

Roles & ResponsibilitiesContributing to the development of sales strategies.Designing and implementing sales strategies for company products.Working with the sales team to develop targeted sales strategies.Answering client queries about product specifications and uses.Maintaining client relations.Tracking sales data to ensure sales quotas is...

Company Overview:At Recruit Success Pte. Ltd., we are committed to providing exceptional wealth management solutions to our clients. Our team of experts is dedicated to delivering personalized service and tailored advice to help individuals achieve their financial goals.

Are 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 venerable and...

Global 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...

Global 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...

Bright Point International Financial (SG) SingaporePosted 2 hours ago In-Office Permanent Competitive Bright Point Financial Group (BPI) is a boutique financial services firm offering a one-stop shop service to institutional clients across global market access, derivatives clearing, OTC derivatives, inter-dealer broking, and precious metals trade...

Job Profile Summary: You will provide sound insurance and reliable financial advice to clients by analyzing their financial needs and exceeding their service expectations. **Job Description**: - Build and maintain clientele database - Establish Clients’ financial objectives through Fact Find - Analyse Clients’ data and determine suitable strategies to...

1. To conduct preliminary investment analysis and market research of various industries, companies, and investment tools. 2. A deeper understanding of how the financial analyses are conducted. 3. Provide students valuable experience in the workings of the financial sector and understand the financial markets better. 4. Improve their communication skills...

Roles & ResponsibilitiesTo service clients who arerequesting financial planning services, providing wholesome advice, including: Personal Financial Planning, Personal Will and Estate Planning, HNWI Planning GI InsuranceCandidate must haveA Degree or A Diploma Mature and Outgoing Excellent communication and sales skills.Tell employers what skills you...

About the Role SWIFT provides the platform, messaging, standards, and products & services to over 11.000 customers in more than 200 countries and territories. Our employees are the foundation of this success. SWIFT has an unique corporate mindset, where diversity, personal development and networking are actively encouraged. And we think you'll like our...

Roles & ResponsibilitiesContributing to the development of marketing strategies.Conducting market research on rival products.Designing and implementing marketing plans for company products.Coordinating with media representatives and sponsors.Working with the marketing team to develop targeted marketing strategies.Answering client queries about product...

Global 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...

1. Learn investment strategies from a top 10% practitioner managing $5M AUM. 2. Gain insights into financial markets and wealth management. 3. Understand client portfolios, earnings, and financial products. 4. Receive personalized career guidance through personality assessments. 5. Sponsorship for 4 CMFAS papers essential for Investment & Private...

Avallis Financial traces its roots back to 1997 when it was first established under the name of First Principal Financial. Building on our heritage as a leading pioneer in independent financial advisory in Singapore, today we continue to grow from strength to strength. Our success is underpinned by our belief in an open and transparent service model that...

About the Role:We are seeking an exceptional Relationship Manager to join our DBS Treasures team. As a key member of our organization, you will play a vital role in delivering tailored financial solutions to our high net-worth clients and their families. Your primary objective will be to grow and deepen wallet share, while ensuring that our clients' unique...