Financial Planning Specialist

1 week ago


Singapore PROTUS WONDERLAND PTE. LTD. Full time
Company Overview

PROTUS WONDERLAND PTE. LTD. is a leading organization in the financial industry, dedicated to delivering exceptional services and fostering long-term client relationships.

Salary & Benefits

The estimated salary for this position ranges from SGD $80,000 to SGD $120,000 per annum, depending on experience and qualifications. In addition to a competitive remuneration package, employees enjoy comprehensive employee benefits and vibrant team-building activities.

Job Description

We are seeking an experienced Sales Manager to join our team as a Financial Planning Specialist. As a key member of our sales team, you will be responsible for identifying and addressing client needs, delivering bespoke financial planning, and tailored solutions.

  • Foster and cultivate robust client relationships by understanding their financial goals and objectives.
  • Conduct in-depth market analysis to recommend appropriate financial products and services, driving achievement of sales objectives.
  • Educate clients on the features, benefits, and potential risks of financial products while providing expert investment guidance.
Required Skills & Qualifications

To succeed in this role, you will require:

  • A bachelor's degree or higher in finance, economics, business management, or a related discipline.
  • Prior experience within state-owned enterprises, with a comprehensive understanding of their corporate culture and operational workflows.
  • Exceptional communication skills, advanced sales techniques, and a client-centric mindset.
  • Strong aptitude for learning and adaptability, enabling swift mastery of financial products and market trends.
Benefits

This role offers a unique opportunity for professional growth and development. You will have access to a structured training program and a clear career advancement pathway, offering outstanding opportunities for career progression.

  • Competitive remuneration package, encompassing a base salary, performance-based commissions, and bonuses.
  • Comprehensive employee benefits and vibrant team-building activities that foster a supportive and dynamic workplace environment.
About Us

We welcome driven and experienced sales professionals to join us in shaping a prosperous future together. If you possess the skills and qualifications required for this role, please submit your application for consideration.



  • Singapore SYNERGY FINANCIAL ADVISERS LTD. Full time

    Job Role:To build strong relationships with clients, delivering bespoke financial planning services, including personal financial planning, wills and estate planning, and high net worth individual planning. Additionally, the candidate will assist clients with general insurance solutions.Key Responsibilities:Develop and implement customized financial plans...


  • Singapore THE SPECIALIST OPINION PRIVATE LIMITED Full time

    Job DescriptionWe are seeking a highly skilled Financial Planning Advisor to join our team at The Specialist Opinion Private Limited.About the Role:We are an innovative organization dedicated to providing trusted and transparent financial planning advice to communities and generations.As a Financial Planning Advisor, you will be responsible for building...


  • Singapore HAYS SPECIALIST RECRUITMENT PTE. LTD. Full time

    Company OverviewHAYS SPECIALIST RECRUITMENT PTE. LTD. is a world-leading FMCG brand that combines innovative products with advanced technology and user-friendly design.Estimated Salary$80,000 - $120,000 per annum based on experience.Job DescriptionAs an FP&A Analyst at HAYS SPECIALIST RECRUITMENT PTE. LTD., you will play a pivotal role in providing...


  • Singapore FINANCIAL ALLIANCE PTE. LTD. Full time

    Job Description:OverviewFINANCIAL ALLIANCE PTE. LTD. is a dynamic and forward-thinking financial services firm seeking an experienced Financial Advisory Representative to join our team. As a key member of our advisory team, you will play a vital role in providing high-quality financial planning services to our clients.Salary: SGD 80,000 - SGD 120,000 per...


  • Singapore IPP FINANCIAL ADVISERS PTE. LTD. Full time

    Role OverviewIPP Financial Advisers PTE. LTD. is seeking a highly skilled Financial Planning Consultant to join our team. As a key member of our financial advisory group, you will play a vital role in helping clients achieve their long-term financial goals.Job Responsibilities">Client Consultation and Needs Analysis:Develop tailored financial plans that...


  • Singapore INFINITUM FINANCIAL ADVISORY PTE. LTD. Full time

    Financial 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...


  • Singapore FINANCIAL ALLIANCE PTE. LTD. Full time

    Are you a motivated professional looking to excel in a dynamic environment?About the RoleAs a Financial Advisory Representative at FINANCIAL ALLIANCE PTE. LTD., you will have the opportunity to make a meaningful impact on clients' lives by providing purposeful financial advice.Key Responsibilities:To profile clients' needs and provide them with tailored...


  • Singapore IPP FINANCIAL ADVISERS PTE. LTD. Full time

    About This RoleAt IPP FINANCIAL ADVISERS PTE. LTD., we are seeking a highly skilled and experienced Strategic Financial Growth Specialist to join our team.Job SummaryThis role requires a strong understanding of financial planning, investment management, and risk assessment. The successful candidate will have excellent interpersonal and communication skills,...


  • Singapore Call Lade Enterprises Full time

    Financial Planning SpecialistAt Call Lade Enterprises, we are seeking a detail-oriented Financial Planning Specialist to join our team.Estimated salary: $6,500 - $8,000 per month (dependent on experience)Company Overview:We are a leading company in the industry, with a strong focus on financial planning and management. Our ideal candidate will have a keen...


  • Singapore RECRUIT EXPRESS PTE LTD Full time

    Job OverviewWe are seeking a highly skilled Financial Planning Specialist to join our team at Recruit Express Pte Ltd. This role will be responsible for performing month-end closing processes, reviewing and analyzing monthly variances, and preparing financial reports.


  • Singapore GREAT SYSTEM HOLDINGS (PRIVATE) LIMITED Full time

    About the RoleGREAT SYSTEM HOLDINGS (PRIVATE) LIMITED seeks a skilled Strategic Financial Planning Specialist to join our team. This is an exciting opportunity for a motivated and experienced professional to drive financial success in our organization.As a Strategic Financial Planning Specialist, you will be responsible for analyzing financial data,...


  • Singapore PRINCE'S LANDSCAPE PTE. LTD. Full time

    Job OverviewWe are seeking an experienced Financial Planning Specialist to join our team at PRINCE'S LANDSCAPE PTE. LTD.


  • Singapore PREMIER TAXIS PTE. LTD. Full time

    Job SummaryWe are seeking a highly skilled Financial Planning Specialist to join our team at Premier Taxis PTE. LTD.


  • Singapore SUNRAY WOODCRAFT CONSTRUCTION PTE LTD Full time

    Job Title: Financial Planning SpecialistSUNRAY WOODCRAFT CONSTRUCTION PTE LTD is seeking an experienced Financial Planning Specialist to join their team. The ideal candidate will have a strong background in finance and accounting, with excellent analytical and problem-solving skills.About the RoleThe Financial Planning Specialist will be responsible for...


  • Singapore FINANCIAL ALLIANCE PTE. LTD. Full time

    About the RoleAs a Senior Financial Planning Consultant at FINANCIAL ALLIANCE PTE. LTD., you will play a pivotal role in helping our clients achieve their financial objectives. This exciting opportunity involves providing expert financial advice to profile clients' needs and offering tailored solutions to enhance their wealth...


  • Singapore VIBRO HOLDINGS PTE LTD Full time

    VIBRO HOLDINGS PTE LTD Job Description**Job Title:** Financial Planning and Reporting Specialist**Job Overview:**We are seeking a highly skilled Financial Planning and Reporting Specialist to join our team at VIBRO HOLDINGS PTE LTD. As a key member of our finance department, you will be responsible for financial analysis, budget preparation, and financial...


  • Singapore XSCEND RESOURCES GROUP PTE. LTD. Full time

    Company OverviewXSCEND RESOURCES GROUP PTE. LTD. is a reputable organization seeking an experienced Financial Planning Specialist.Job Description:We are looking for a skilled professional to oversee our company's financial planning and reporting needs. This includes budget preparation, financial statement analysis, and strategic planning.Salary:The estimated...


  • Singapore FMV HOLDINGS PTE. LTD. Full time

    FMV Holdings PTE. LTD. is seeking a highly skilled Financial Planning Specialist to join their team. As a key member of the finance department, you will be responsible for maintaining accurate financial records, ensuring compliance with regulations, and assisting in financial planning and analysis.The ideal candidate will have a recognized ACCA / Diploma in...


  • Singapore FINANCIAL ALLIANCE PTE. LTD. Full time

    Company OverviewFINANCIAL ALLIANCE PTE. LTD. is a leading financial services company that provides expert advice and guidance to individuals and businesses.SalaryWe offer a competitive salary package, estimated to be around SGD $80,000 per annum, based on industry standards and the candidate's qualifications and experience.Job DescriptionAs a Financial...


  • Singapore TALENTA CONSULTANTS PTE. LTD. Full time

    Job Opportunity at TalentA ConsultantsWe are currently seeking a Financial Planning Specialist to join our team.About the RoleThe successful candidate will be responsible for providing expert financial planning and wealth management services to our clients. This is an exciting opportunity for someone who is passionate about helping individuals achieve their...