Prosperous Financial Career Opportunities

6 days ago

Singapore beBeeInvestment Full time
Investment Advisor Role

We are seeking a highly driven and dynamic individual to join our team, reporting directly to the designated Financial Advisor. This role offers immense opportunity for growth and self-development within a rapidly growing business environment for candidates looking to establish a career within the wealth management industry.

Job Description

The successful candidate will be responsible for achieving agreed revenue targets with respect to assets under management, retainer conversions and referrals. They will contribute to the corporate revenue targets on a quarterly basis and review their monthly work plan with the CEO on a regular basis.

  • Achieve agreed revenue targets with respect to assets under management, retainer conversions and referrals
  • Contribute to the corporate revenue targets on a quarterly basis
  • Review your monthly work plan with the CEO on a regular basis

The role necessitates close alignment with the core advisory and wealth management activities of the firm and thus offers significant scope for learning and aspiring to front office career opportunities over time.

Required Skills and Qualifications

The ideal candidate will possess:

  • A recognized degree with more than 5 years of experience in the banking and financial services with an outstanding sales track record of financial and investment products
  • Relevant accreditation (Modules 5, 6, 8, 9 & HI)
  • A clear understanding of market trends and analysis

This is a challenging yet rewarding role that requires a high level of professionalism, strong communication skills and a results-driven approach.

Benefits

The successful candidate will have access to a range of benefits including:

  • Ongoing advice on client portfolios and providing fee-for-service basis advice as required to clients
  • Maintaining a high standard of ethics and conduct and ensuring confidentiality of clients' assets & information
  • Ensuring strict adherence to the company's processes, policies, rules & regulations inter alia while reviewing clients' portfolios and advising / executing investments
Other Opportunities

The role also offers opportunities for personal and professional development, including:

  • Challenging projects and responsibilities
  • Opportunities for training and development
  • A collaborative and supportive work environment

  • Prosperous Career Opportunities

    3 days ago

    Singapore beBeeFinancial Full time $4,000 - $5,000

    Launch Your Prosperous Career as a Financial ProfessionalWhat We Do:We value harmony and unity in the workplace. Our primary objective is to help each team member achieve their full potential, enabling them to succeed as entrepreneurs, innovators, and high-achievers.Our Vision:Career success should be merely a stepping stone to achieving true fulfillment....

  • Career Advancement Opportunities

    2 days ago

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

    Relationship Manager OpportunityBuilding a prosperous career with our organization means collaborating closely with clients to provide them with expert advice on managing their finances. This unique opportunity is for an ambitious professional who wants to make a lasting impression and help individuals achieve their long-term financial goals.The role entails...

  • Financial Career Opportunities

    3 days ago

    Singapore beBeeFinance Full time $40,000 - $80,000

    Looking to advance your finance career in a dynamic work environment?We are seeking a Finance Executive to join our team!About the RoleThis is a full-time position working regular office hours in the Singapore region.Your ResponsibilitiesSupport financial reporting and ensure regulatory compliance.Prepare and review budgets and financial statements.Monitor...

  • Financial Career Opportunities

    16 hours ago

    Singapore beBeeAdviser Full time $150,000 - $250,000

    Financial Career OpportunitiesJob Description:As a financial advisor, you will be responsible for managing wealth and risk portfolios for both personal and corporate clients. Your role will involve developing close relationships with high net worth individuals to understand their financial goals and objectives.Develop customized financial plans to help...

  • Financial Advisor Career Opportunities

    3 hours ago

    Singapore beBeeCareer Full time $30,000 - $60,000

    Financial Advisor Career Opportunities">">We are seeking a skilled and ambitious Financial Advisor to join our team. As a Financial Advisor, you will have the opportunity to build strong relationships with clients, understand their financial needs, and provide tailored solutions to help them achieve their goals.">About the Role">This is an exciting...

  • Independent Financial Adviser

    5 days ago

    Singapore Avallis Financial Full time

    **Responsibilities**: Provide clients with advice on financial matters, making recommendations on the ways to achieve their financial goals using various financial solution from different companies. **Job Duties**: - contacting clients and setting up meetings, either within an office environment or in clients' homes or business premises; - conducting...

  • Career Opportunities in Financial Services

    4 days ago

    Singapore beBeeFinancial Full time $40,000 - $80,000

    Unlock Your Financial PotentialA rewarding career as a financial consultant awaits. We seek motivated individuals who are passionate about helping others achieve their financial goals.About the RoleThis is an exciting opportunity to join our team as a financial consultant, where you will play a key role in helping clients navigate their financial journeys....

  • Financial Career Opportunities

    2 days ago

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

    We are looking for dedicated professionals who want to build a successful career in financial advisory. Our company offers comprehensive training programs, exam support, and one-to-one mentorship to equip you with industry knowledge and advisory skills.To succeed in this role, you will need strong leadership qualities, a passion for helping others, and...

  • Financial Services Career Opportunities

    2 days ago

    Singapore beBeeCareer Full time $2,500 - $4,000

    Entry Level Financial ProfessionalWe are seeking a motivated and ambitious professional to join our team in Singapore.This is an exceptional opportunity for recent graduates or individuals with 0-2 years of working experience to build a long-term career in financial services.The ideal candidate will have strong interpersonal and communication skills, as well...

  • Career Opportunities in Financial Planning

    9 hours ago

    Singapore beBeeCareer Full time $40,000 - $60,000

    We are looking for a talented individual to fill the role of Financial Planning Associate.About this JobThis is an exciting opportunity for a motivated and results-driven professional to launch their career in financial planning.Assist clients in achieving their financial goals through personalized planning and expert advice.Maintain strong relationships...