Financial Services Consultant

5 days ago


Singapore Bank of China Limited, Singapore Branch Full time

Job Summary:

We are seeking a skilled Financial Services Consultant to join our team at the Bank of China Limited, Singapore Branch.

About Us:

The Bank of China Limited, Singapore Branch is a leading financial institution with a rich history and commitment to excellence. As a Financial Services Consultant, you will be responsible for providing comprehensive financial advice and wealth management solutions to our clients.

Key Responsibilities:

  • Develop and deepen relationships with clients assigned to you while expanding your customer base.
  • Be well-versed in our bank's products and services to address clients' financial needs.
  • Provide proactive financial guidance and recommendations to clients to achieve their financial goals.
  • Consistently meet sales targets and all other deliverables.

Requirements:

  • Diploma qualification or above.
  • At least 2 years of relevant financial advisory experience in banking and/or financial services.
  • Equipped with the necessary regulatory certifications for advising investment products as classified under the FAA regulatory framework.
  • Strong interpersonal skills and results-oriented with professional conduct and a proven ability to consistently achieve sales targets.
  • Good knowledge of wealth management and investment products, as well as industry trends.

What We Offer:

We offer a dynamic work environment, competitive compensation and benefits package, and opportunities for growth and development.



  • Singapore INFINITUM FINANCIAL ADVISORY PTE. LTD. Full time

    Roles & ResponsibilitiesAre you looking to be a financial service professional in a leading multiple provider Financial Advisory firm?Job Highlights· Fulfilling Career with Attractive Remuneration Model· Exciting Career Progression and Developmental Pathway· Flexible Hours & Work Life BalanceJob DescriptionWe are looking for dynamic and talented candidate...


  • Singapore INFINITUM FINANCIAL ADVISORY PTE. LTD. Full time

    Roles & ResponsibilitiesAre you looking to be a financial service professional in a leading multiple provider Financial Advisory firm?Job Highlights· Fulfilling Career with Attractive Remuneration Model· Exciting Career Progression and Developmental Pathway· Flexible Hours & Work Life BalanceJob DescriptionWe are looking for dynamic and talented candidate...


  • Singapore AIA FINANCIAL ADVISERS PRIVATE LIMITED Full time

    Roles & ResponsibilitiesJob Description:· 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...


  • Singapore IPG FINANCIAL SERVICES PTE. LTD. Full time

    We are seeking an experienced Life Insurance Case Manager to join our team at IPG Financial Services Pte. Ltd. In this role, you will be responsible for providing administrative support to our sales consultants, ensuring timely and efficient case management processes.Key ResponsibilitiesProvide administrative support to sales consultantsLiaise with external...

  • Financial Consultants

    2 weeks ago


    Singapore STRATEGIC PARTNERS FINANCIAL SERVICES PTE. LTD. Full time

    Roles & ResponsibilitiesStrategic Partners is a group of agency units of Prudential Assurance Company Singapore (and a registered company of JLim Organisation).Company HighlightsWe believe in mutual respect, support and sharing of the fruits of our labour.We focus on developing and enhancing each team member’s strengths for entrepreneurship, creativity and...


  • 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...


  • Singapore GLOBAL FINANCIAL CONSULTANTS PTE. LTD. Full time

    **Why Join Global Financial Consultants?**We offer a dynamic and fast-paced environment where you can learn, grow, and succeed. As a Business Development Executive, you will have the opportunity to develop essential business development skills and gain valuable industry experience.**Job Description**In this role, you will be responsible for identifying and...


  • Singapore Maybank Full time

    Join our team of experienced financial professionals as a Financial Services Consultant. In this role, you will be responsible for providing expert advice on financial planning and investment solutions to clients.Your key responsibilities will include:Conducting financial needs analysis and creating personalized plans for clients.Recommending suitable...


  • Singapore SP - Katherine Soh Full time

      Job Responsibilities   Providing financial planning advice based on clients financial and protection needs.   Providing recommendation to clients on protection, wealth accumulation and legacy planning.     Job Requirements   Minimum full certificate in GCE 'A' Level, International Baccalaureate Diploma qualification, diploma awarded by a...


  • Singapore EP Manufacturing Berhad Full time

    As a Financial Services Consultant, you will play a critical role in helping our clients achieve their financial goals. You will work closely with them to understand their financial needs and provide personalized solutions to meet those needs.About the Role:You will be responsible for conducting financial analysis and profiling sessions, building and...


  • Singapore AIA SINGAPORE PRIVATE LIMITED Full time

    Roles & ResponsibilitiesJob Description:· 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...


  • Singapore RECRUITING TALENTS GLOBAL PTE. LTD. Full time

    Roles & ResponsibilitiesAre you looking for a new career opportunity with better income potential, flexibility, and growth? If you have strong people skills and a drive to succeed, this is your chance to transition into high-rewarding sales career- No relevant experience is required.As a Financial Services Consultant, you will play a crucial role in helping...


  • Singapore RECRUITING TALENTS GLOBAL PTE. LTD. Full time

    Roles & ResponsibilitiesAre you looking for a new career opportunity with better income potential, flexibility, and growth? If you have strong people skills and a drive to succeed, this is your chance to transition into high-rewarding sales career- No relevant experience is required.As a Financial Services Consultant, you will play a crucial role in helping...


  • Singapore ORACLE FINANCIAL ADVISORY Full time

    Roles & ResponsibilitiesLoanWorks Singapore is expanding and we are looking for driven, dynamic individuals with strong networking skills to join us as loan consultants. The role encompasses sales, client advisory & account management requirements. We offer a structured career progression path with an attractive remuneration package & performance bonuses.i)...


  • Singapore BEDROCK CONSULTANCY PTE. LTD. Full time

    Roles & ResponsibilitiesJob HighlightsGuaranteed Annual Package of at least S$50,000 (Up to S$100,000) Warm and Supportive Team with One-to-One Mentorship Time-tested, Proven Success SystemJob DescriptionNot being appreciated at your job? Overworked and underpaid? Or just starting out but seeking to have a headstart?If you are highly motivated, love to...


  • Singapore ORACLE FINANCIAL ADVISORY Full time

    Roles & ResponsibilitiesLoanWorks Singapore is expanding and we are looking for driven, dynamic individuals with strong networking skills to join us as loan consultants. The role encompasses sales, client advisory & account management requirements. We offer a structured career progression path with an attractive remuneration package & performance bonuses.i)...


  • Singapore ATA (S) PTE. LTD. Full time

    Roles & Responsibilities Career Change? Build a Business with PurposeAre you looking for a business opportunity where you control your income and future? Do you have the drive and discipline to build something that rewards your hard work?If you are looking for quick money with minimal effort, this is NOT for you. But if you are serious about building a...


  • Singapore This Is An IT Support Group Full time

    Key ResponsibilitiesThe ideal candidate for this role will have 1-2+ years of experience in management consulting, financial services, wealth management, asset management or other related businesses. Key responsibilities include generating actionable business insights through in-depth analysis of key initiatives and presenting findings to stakeholders across...


  • Singapore finexis advisory Pte Ltd Full time

    Company OverviewFinexis advisory Pte Ltd is a dynamic team of financial professionals committed to supporting each other's success. Our mission is to empower individuals with the right financial strategies while creating an inclusive and collaborative environment for our advisors to thrive.Key ResponsibilitiesAs a Financial Services Consultant, you will do...


  • Singapore AMBITION GROUP SINGAPORE PTE. LTD. Full time

    Roles & ResponsibilitiesOur client, an international insurance company is looking for highly driven sales professional to join their team.Key Responsibilities:Stationed in bank branch to provide financial solutions to customers Establish customers' financial goals Determine their current financial situations to identify any shortfalls Develop wealth...