Financial Futures Advisor

3 days ago

Singapore beBeeFinancial Full time $80,000 - $120,000

Unlock your potential as a Financial Advisor, shaping the financial futures of clients through tailored solutions.

As a key player in our team, you will work closely with clients to understand their unique needs, goals, and risk tolerance. You will provide expert guidance on investment choices, insurance products, and financial planning strategies, ensuring that each client's objectives are met.

The role requires:

  • Client Consultation: Meeting with clients to evaluate their financial status, goals, and risk tolerance.
  • Investment Strategy: Creating and suggesting customized investment plans, including asset allocation, portfolio diversification, and risk management.
  • Product Knowledge: Staying up-to-date with market trends, economic conditions, and HSBC Life's offerings to provide relevant advice.
  • Sales and Relationship Management: Fostering strong client relationships, meeting sales targets, and contributing to expanding the client base.
  • Compliance and Documentation: Ensuring all financial advice and transactions adhere to regulatory standards and internal policies.

Requirements:

  • Experience: Demonstrated experience in financial advisory or wealth management roles, with a proven record of successful client relationships and meeting sales targets.
  • Knowledge: In-depth knowledge of investment products, financial planning, and insurance solutions.
  • Certifications: Relevant certifications (such as CFP or CFA) and familiarity with regulatory requirements.
  • Academic Qualifications: Strong academic qualifications, such as a Diploma or Degree.

Key Skills:

  • Client Focus: Ability to identify and address client needs with tailored solutions.
  • Analytical Skills: Strong analytical and problem-solving skills for developing strategic investment plans.
  • Communication: Excellent verbal and written communication skills, conveying complex financial concepts clearly.
  • Sales Orientation: Proven sales abilities and a results-oriented approach to achieving targets.
  • Ethical Conduct: High integrity and commitment to ethical standards in financial advisory practices.

Join us in this rewarding opportunity to make a meaningful impact on people's lives.

  • Financial Advisor

    10 hours ago

    Singapore Income Advisory Financial Advisers Full time

    2 days ago Be among the first 25 applicants Direct message the job poster from Income Advisory Financial Advisers Coach, Mentor and Market Differentiator (#hiring)Company Description Income Advisory Financial Advisers, formerly known as Infinitum Financial Advisory, has rebranded to reflect our stronger collaboration with Income Insurance. This change...

  • Financial Advisor

    3 days ago

    Singapore IPP Financial Advisers Full time

    Get AI-powered advice on this job and more exclusive features. Direct message the job poster from IPP Financial Advisers Senior Wealth Management Consultant at IPP Financial Advisers Company Description IPP Financial Advisers Pte Ltd, founded in 1983, is Singapore's most complete licensed financial adviser. Over 40 years, we have built a strong reputation...

  • Financial Advisor

    1 week ago

    Singapore VWA Financial Services Full time $42,000 - $84,000 per year

    We are looking for motivated and driven individuals to join our team as Financial Advisors. In this role, you will provide clients with personalized financial guidance, helping them achieve their life goals through sound financial planning, risk management, and wealth-building strategies.This is an exciting opportunity for individuals who are passionate...

  • Independent Financial Advisor

    2 weeks ago

    Singapore Synergy Financial Advisers Pte Ltd Full time

    Overview Deputy Director at Synergy Financial Advisers Pte Ltd Role Description This is a full-time on-site role for an Independent Financial Advisor based in Singapore. The Independent Financial Advisor will be responsible for financial planning, retirement planning, providing financial advisory services, and making investment recommendations. The role...

  • Financial Advisor

    2 weeks ago

    Singapore beBeeFinancial Full time $180,000 - $200,000

    Financial Advisor RoleWe are seeking a highly skilled and motivated Financial Advisor to join our team. As a Financial Advisor, you will be responsible for working closely with clients to understand their financial goals and objectives.You will provide personalized advice on investment ideas and insurance solutions to help grow their wealth and protect their...

  • Financial Advisor

    1 week ago

    Singapore Vision Financial Full time $600,000 - $1,000,000 per year

    From Ordinary to Outstanding. That's the Vision Financial Way. Some people join us fresh out of school. Some come with law degrees or master's qualifications. Some had nothing but big dreams and the hunger to change their lives. What do they all have in common? They chose Vision Financial— And they didn't just find a job. They found their turning...

  • Senior Financial Advisor

    1 week ago

    Singapore Global Financial Consultants Full time $150,000 - $200,000 per year

    Elevate Your Career with Singapore's Favourite Independent Financial Advisory FirmAre you a top-tier financial advisor ready to unleash your full potential with a firm that truly supports your growth?At Global Financial Consultants (GFC), we're more than just a workplace, we're a thriving community of professionals passionate about delivering exceptional...

  • Building Prosperous Futures as a Financial Advisor

    5 days ago

    Singapore beBeeCareer Full time $80,000 - $120,000

    Job Description:We are seeking a highly motivated and results-driven Financial Advisor to join our dynamic team. As a Financial Advisor, you will be responsible for providing expert financial guidance and services to individual and corporate clients, helping them achieve their long-term goals.Your primary objective will be to deliver exceptional client...

  • Independent Financial Advisor

    2 weeks ago

    Singapore ircfsjobs Full time $104,000 - $130,878 per year

    Independent Financial Advisor Singapore Singapore Competitive Package  Job Advertisement: Independent Financial Advisor for Leading Wealth Management Firm in Singapore We are representing a leading International Wealth Management firm looking for an experienced and qualified Independent Financial Advisor to join their team in Singapore. As an Independent...

  • Summer Internship

    2 weeks ago

    Singapore Advisor Alliance Group Full time

    Company Advisor Alliance Group Designation Summer Internship (Financial Advisory) Date Listed 11 Jul 2025 Job Type Entry Level / Junior Executive - Intern/TS Job Period From 21 Jul 2025 - 01 Aug 2025 Profession Banking / Finance Industry Insurance Location Name Raffles Place, Singapore Address Raffles Pl, Singapore Map Allowance /...