Personal financial consultant

3 days ago


Singapore OCBC Bank Full time

Job Description - Personal Financial Consultant - Global Consumer Financial Services (2400000 S) OCBC opens doors to new opportunities. Start your career with OCBC as a Personal Financial Consultant At OCBC we are constantly on the lookout for exceptional individuals to join our team. As Singapore’s longest established local bank, we have a global network of more than 450 branches and representative offices in more than 15 countries and territories. Most importantly, we invest in our people through our programmes that develop them on both professional and personal levels. If you have passion, drive and the will to succeed, rise to the challenge today Global Consumer Financial Services serves almost 3 million customers across Singapore, Malaysia, Indonesia and China. In Singapore, our customer proposition caters to different life-stages and needs, ranging from Mighty Savers for children and young families, FRANK by OCBC for youths and young working adults to OCBC Premier Banking for affluent individuals. Besides being the pioneer in various banking products and services which include FRANK by OCBC, full-service Sunday Banking and our award-winning Online Banking, we are also the market leader for Bancassurance sales. What is it like being a Personal Financial Consultant at OCBC? As a Personal Financial Consultant, you will be based at one of our island-wide Branches and will provide comprehensive, one-stop financial advisory services to customers through the active promotion and cross-selling of our full range of wealth management products that include insurance, loans, unit trusts and structured deposits. With an emphasis on consultative selling to meet customers’ needs, you will also proactively build and manage long-term customer relationships and provide good after-sales service to them. To help you succeed in your role, you will join our structured training program during the first 6 weeks of your career with us. Thereafter you will also have at least 5 training days every year to help you further develop your career and keep your skills sharp and up-to-date with the latest developments in the industry. As a successful Personal Financial Consultant, you will have the option to take your career forward by either pursuing our Management Route, on the path of becoming a Branch Manager one day, or the Sales Route, growing into a Senior Relationship Manager working with premier private clients. Plus, as a top performer, you will be invited to trips, visiting great locations across the world from Paris, Barcelona to London and many more. Qualifications The successful candidate should be able to demonstrate the following selection criteria: Preferably has a Degree or a Diploma with at least 2 years of relevant retail banking sales experience. Fresh graduates in any field are also welcome to apply. Results-oriented go-getter who works well under pressure. Prepared to have flexible working hours that may include working on weekends. Candidates with more than 2 years of relevant financial advisory experiences and proven sales records will be considered for Senior Personal Financial Consultant position. #J-18808-Ljbffr



  • Singapore OVERSEA-CHINESE BANKING CORPORATION LIMITED Full time

    Roles & ResponsibilitiesJob Description & RequirementsStart your career with OCBC as a Personal Financial Consultant!At OCBC we are constantly on the lookout for exceptional individuals to join our team. As Singapore’s longest established local bank, we have a global network of more than 450 branches and representative offices in more than 15 countries and...


  • 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 OCBC Full time

    OCBC opens doors to new opportunities. Start your career with OCBC as a Personal Financial Consultant ! At OCBC we are constantly on the lookout for exceptional individuals to join our team. As Singapore's longest established local bank, we have a global network of more than 450 branches and representative offices in more than 15 countries and...


  • Singapore OCBC Full time

    OCBC opens doors to new opportunities. Start your career with OCBC as a Personal Financial Consultant! At OCBC we are constantly on the lookout for exceptional individuals to join our team. As Singapore's longest established local bank, we have a global network of more than 450 branches and representative offices in more than 15 countries and...

  • Financial Consultant

    4 weeks ago


    Singapore CareerVisors Full time

    Financial Consultant Job DescriptionOur client, a leading financial services company in Singapore, is seeking a highly motivated Financial Consultant to join their team. As a Financial Consultant, you will play a crucial role in providing personalized financial advice and tailored investment solutions to individuals and businesses.Key Responsibilities:Assess...


  • Singapore OCBC Full time

    At OCBC, we are constantly on the lookout for exceptional individuals to join our team. As Singapore's longest established local bank and the World's Strongest Bank for 2011 and 2012 (as ranked by Bloomberg Magazine), we are committed to invest and develop our people. If you are a go-getter with a high level of drive, do come and join us today! As a...

  • Financial Consultant

    4 months ago


    Singapore STELLARTALENTS ASIA PTE. LTD. Full time

    Roles & ResponsibilitiesAs a Financial Consultant, you will be responsible for providing expert financial advice and guidance to our clients. You will assess their financial situation, develop tailored financial plans, and recommend suitable investment strategies to help them achieve their objectives.Responsibilities: Financial Assessment:Conduct...

  • Financial Consultant

    1 month ago


    Singapore CareerVisors Full time

    Financial Consultant Job DescriptionOur client, CareerVisors, is a leading financial services company in Singapore that provides personalized financial advice and tailored investment solutions to individuals and businesses.As a Financial Consultant, you will be responsible for meeting with clients, conducting financial planning sessions, and analyzing...

  • Financial Consultant

    2 weeks ago


    Singapore WINZ VENTURE PRIVATE LIMITED Full time

    Roles & ResponsibilitiesA Career with Purpose and Rewards!Financial planning is a dynamic process of partnering with clients to craft tailored strategies that align with their unique goals and aspirations. As financial consultant, we guide individuals through managing investments, insurance, and retirement plans, ensuring they achieve financial stability and...

  • Financial Consultant

    2 weeks ago


    Singapore INSCAPE PTE. LTD. Full time

    Roles & ResponsibilitiesWe are expanding and looking for self-motivated, winning-minded individuals who are open and keen to learn about Investment, which has been a trendy topic amongst people and we are here to educate individuals.This is the job opportunity that allows you to have the best of both worlds of not needing to work a desk-bound 9 to 5 job and...

  • Financial Consultant

    3 months ago


    Singapore CareerVisors Full time

    Information: Our client is a financial advisory firm, dealing with a wide range of clients and offering professional growth for all. Additional Information: Working Location: North Singapore with WFH Responsibilities: Offer reliable and well-informed financial advice and reviews to help clients achieve their financial goals. Foster lasting relationships...


  • Singapore Great Eastern Life Full time

    Financial Consultant Job Highlights Building relationships with clients Opportunity to receive allowance and potentially attractive commission Opportunity for career progression to managerial role About our Principal – The Great Eastern Life Assurance Company Limited The Great Eastern Life Assurance Company Limited, a company licensed under the Insurance...

  • Financial Adviser

    2 weeks ago


    Singapore SYNERGY FINANCIAL ADVISERS LTD. Full time

    Roles & ResponsibilitiesTo service clients who are requesting financial planning services, providing wholesome advice, including: Personal Financial Planning, Personal Will and Estate Planning, HNWI Planning GI InsuranceCandidate must have A Degree or A Diploma Mature and Outgoing Excellent communication and sales skills.Tell employers what skills...

  • Financial Consultant

    1 month ago


    Singapore Great Eastern - Modern Advisors Full time

    Modern Advisors is a group of financial consultants representing Great Eastern Financial Advisers Pte Ltd (GEFA). Are you talented and ambitious but feels that your income has not progressed at your desired pace? Here is an opportunity to be able to be in the business of advising on protection and wealth accumulation solutions to your clients so to be better...


  • Singapore MNC Advisory Full time

    Job descriptions: Onboard and build relationship with local and/or high net worth clients, and advising them on their wealth, insurance and legacy planning Assist business clients in their commercial insurance portfolio (e.g. employee benefits, worker bond, motor, travel and public liability insurance etc.) Provide after sales service to clients, e.g....

  • Financial Consultant

    2 months ago


    Singapore INSCAPE PTE. LTD. Full time

    Roles & ResponsibilitiesWe are expanding and looking for self-motivated, winning-minded individuals who are open and keen to learn about Investment, which has been a trendy topic amongst people and we are here to educate individuals.This is the job opportunity that allows you to have the best of both worlds of not needing to work a desk-bound 9 to 5 job and...

  • Financial Consultant

    2 weeks ago


    Singapore WEALTH COACH LLP Full time

    Roles & ResponsibilitiesLEVEL UP YOUR CAREER: THRIVE AS A FINANCIAL CONSULTANT WITH US!Join our team of dynamic financial consultants and embark on a rewarding journey towards success. At our company, you'll thrive as part of our winning team. Take the next step in your career today and unlock your full potential with us!Benefits:- Competitive monthly...


  • Singapore TRADESSEAS PTE. LTD. Full time

    Roles & ResponsibilitiesBe part of a world-class Financial Advisory businessOur client, a well-renowned Financial Advisory is seeking seasoned financial sales professionals to join their team. As of January 2024, our client boasts impressive statistics: 60% MDRT, 5% COT, and 2% TOT producers.What is offered 1.5 X your last drawn annual package, paid for 2...


  • Singapore Click and Connect Online Limited Full time

    Are you a seasoned Financial Advisor looking to take your career to the next level? We are seeking an experienced and qualified Independent Financial Advisor to join our team at Independent Resourcing Consultancy Ltd. As an Independent Financial Advisor, you will be responsible for providing expert financial advice to our clients, helping them to achieve...


  • Singapore Randstad Full time

    Personal Assistant to Financial Consultant (Director Level) in Singapore Job Details Location: Singapore Specialism: Corporate & Legal Support Job Type: Permanent Working Hours: Full-Time Salary: S$ 3,000 - S$ 3,500 per month Reference Number: 91 M0155000_1618196457 Contact: Tammie Phua, Randstad Job Description About the Company: The company is a stable...