Current jobs related to Financial Planner Specialist - Singapore - MFA Group, AIA

  • Financial Para-planner

    5 hours ago

    Singapore GLOBAL FINANCIAL CONSULTANTS PTE. LTD. Full time

    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...

  • Financial Planner

    3 weeks ago

    Singapore STAFFELLA RECRUITMENT AGENCY Full time

    Roles & ResponsibilitiesFinancial PlannerJob Description:We are looking for a dynamic and driven Financial Planner to join our team. In this role, you will provide expert financial guidance to clients, focusing purely on investment and fund management. You will help individuals and businesses grow their wealth through strategic financial planning, investment...

  • Financial Planner

    5 hours ago

    Singapore ARISE & THRIVE OFFICIAL PARTNERS PTE. LTD. Full time

    Hiring Financial Planner. Jobscope: - Build Comprehensive financial plans. - Educate Clients and answer questions about investment options and potential risks. - Analyze financial information - Prepare and revise financial reports/plans for clients - Interact with the investment team to understand strategies, risks, and portfolios positioning. - Generate...

  • Private Wealth Planner

    4 weeks ago

    Singapore GYC FINANCIAL ADVISORY PTE LTD Full time

    Roles & ResponsibilitiesCompany intro:GYC Financial Advisory is a leading provider of financial services in Singapore and one of the first in Comprehensive Financial Planning. We provide a full suite of wealth management services with a specialty in retirement planning for individuals and families, and legacy planning to ensure continued income for future...

  • Financial Consultant

    2 weeks ago

    Singapore MANULIFE FINANCIAL ADVISERS PTE. LTD. Full time

    Roles & 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. Acquire...

  • Financial Planner #sgunitedjobs

    4 hours ago

    Singapore RLO GENERAL INSURANCE AGENCY Full time

    Welcome to Alliance Organisation career page. We are looking for Financial Planners to help clients manage their finances. You will be your clients' trusted advisor in areas including investments, cash flow, savings, and debt management. Our financial planner should be an effective communicator with experience in financial planning and business development....

  • Senior Financial Planner

    4 weeks ago

    Singapore EXCEDER CONSULTING PTE. LTD. Full time

    Roles & ResponsibilitiesJob Responsibilities:Do you wish to be a well respected financial planner and make a difference? Client Consultation: Understand their financial goals, needs, and current financial situation. Conduct comprehensive financial assessments, analyzing income, expenses, investments, debts, and risk factors. Financial Planning: Based on...

  • Corporate Financial Crime Compliance Specialist

    21 hours ago

    Singapore ZM Financial Systems Full time

    Collaboration = Innovation One leads to the other. At Moody’s, we believe good teamwork gives us an edge. We foster a culture that thrives on diverse perspectives to overcome ever-changing market challenges. Join us and let’s move the world forward together. Department Role/Responsibilities - The Financial Crime Compliance Specialist is responsible...

  • Senior Financial Consultant

    2 weeks ago

    Singapore MANULIFE FINANCIAL ADVISERS PTE. LTD. Full time

    Roles & 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. Acquire...

  • Wealth Planner

    4 weeks ago

    Singapore UNICORN FINANCIAL SOLUTIONS PTE. LIMITED Full time

    Roles & ResponsibilitiesJob Responsibilities1. Analyze clients' financial status (e.g. income, expenses and liabilities)2. Prepare financial plans according to clients' changing needs to ensure clients meet their goals.3. Understand consultants' advise with clients on current financial issues and make recommendations4. Support the consultants in building...

  • Financial Adviser

    4 weeks ago

    Singapore IPP FINANCIAL ADVISERS PTE. LTD. Full time

    Roles & ResponsibilitiesIPP have been providing quality financial advice in Singapore since 1983. The Expat Advisory Group, a specialist division within the Company are seeking experienced financial advisers to join their expanding team. Only the most motivated, highly driven and successful need apply.Relevant tertiary educational qualifications (or...

  • Financial Adviser

    4 weeks ago

    Singapore IPP FINANCIAL ADVISERS PTE. LTD. Full time

    Roles & ResponsibilitiesIPP have been providing quality financial advice in Singapore since 1983. The Expat Advisory Group, a specialist division within the Company are seeking experienced financial advisers to join their expanding team. Only the most motivated, highly driven and successful need apply.Relevant tertiary educational qualifications (or...

  • Para-adviser / Para-planner

    4 hours ago

    Singapore ASCEND LIFE SG Full time

    A Para-Planner is a professional supporting role to an established Financial Services Director in helping to streamline, increase efficiency, smoothen and delight client experience as they make financial planning decisions with the financial services director. A Para-planner provide complementary support functions in the full sales process, especially in...

  • Senior Financial Adviser

    4 weeks ago

    Singapore IPP FINANCIAL ADVISERS PTE. LTD. Full time

    Roles & ResponsibilitiesIPP have been providing quality financial advice in Singapore since 1983. The Expat Advisory Group, a specialist division within the Company are seeking highly experienced financial advisers to join their expanding team. Only the most motivated, highly driven and successful need apply.Relevant tertiary educational qualifications (or...

  • Senior Financial Adviser

    4 weeks ago

    Singapore IPP FINANCIAL ADVISERS PTE. LTD. Full time

    Roles & ResponsibilitiesIPP have been providing quality financial advice in Singapore since 1983. The Expat Advisory Group, a specialist division within the Company are seeking highly experienced financial advisers to join their expanding team. Only the most motivated, highly driven and successful need apply.Relevant tertiary educational qualifications (or...

  • Wealth Planner

    4 weeks ago

    Singapore ABUNDANT LIFE PLANNERS PTE LTD Full time

    Roles & ResponsibilitiesJob DescriptionWe are seeking a Wealth Planner with expertise in working with Ultra High-Net-Worth individuals and extensive experience in philanthropic planning. The ideal candidate will have an established portfolio of clients that they can transition to our firm, with a proven track record in offering bespoke financial solutions...

  • Wealth Planner

    3 weeks ago

    Singapore CAREER STORY PTE. LTD. Full time

    Roles & ResponsibilitiesWealth Planner Job OverviewThe Wealth Planner plays a key role in providing trust advisory services and managing family office accounts. This position is responsible for structured account conversions, ongoing account administration, and risk management to ensure client objectives are met while maintaining compliance with regulations...

  • Global Tech Account Planner

    1 day ago

    Singapore Initiative Full time

    Are you a creative problem solver looking for a challenging opportunity in media planning? Do you have a passion for analyzing data and developing effective marketing strategies?We are seeking a skilled Media Planner to join our team on a global tech account across digital media channels for the APAC region. As a Media Planner, you will work closely with our...

  • Operations Specialist

    5 hours ago

    Singapore The Planner Affairs Pte Ltd Full time

    Singapore Job Type Full Time **About the Role**: The Project Operations Specialist will brainstorm operation plans with colleagues and coordinate the media, publicity and executional deliverables for client’s and company products. Coordinating contents, designs (Creative team) and marketing deliverables (Social Media Team) and execute roadshows and...

  • Insurance Specialist

    21 hours ago

    Singapore IFAST FINANCIAL PTE. LTD. Full time

    **Responsibilities**: - Provide specialist advice on insurance solutions to ensure the protection needs of clients are well fulfilled - Conduct training to wealth advisers on insurance product knowledge, market updates and professional conduct - Develop and implement business plans and marketing strategies in order to achieve the business target - Involve...

Financial Planner Specialist

2 weeks ago

Singapore MFA Group, AIA Full time

About Us:

MFA Group, AIA is committed to delivering exceptional customer service and building long-term relationships with our clients.

Job Title: Shariah Compliant Investment Manager

Description:

In this role, you will be responsible for managing client investments in accordance with Shariah principles and guiding them through the investment process.

Main Responsibilities:

  • Analyze client financial situations and create tailored investment plans.
  • Recommend Shariah compliant investment products and services to clients.
  • Monitor client portfolios and make adjustments as needed to ensure alignment with client goals and risk tolerance.
  • Stay up-to-date with market trends and regulatory requirements.

Qualifications:

  • Degree in finance, accounting, or related field.
  • Minimum 3 years of experience in investment management or related field.
  • Strong analytical and problem-solving skills.
  • Excellent communication and interpersonal skills.

Perks:

  • Opportunities for career advancement and professional growth.
  • Competitive salary and benefits package.
  • Collaborative and dynamic work environment.