Financial Services Consultant
2 weeks ago
Helping Singaporeans 10x their Net Worth and Upgrade their Skillsets applicable to all walks of life| MDRT Company Description AIA Singapore, part of the AIA Group, is one of the largest independent publicly listed pan‐Asian life insurance groups in the world. As a leader in Singapore, AIA Singapore is committed to contributing to the nation's social and economic progress by helping families live healthier, longer, and better lives. With a focus on excellent customer service, AIA Singapore partners with individuals, families, and corporations for a brighter and more prosperous future. The company operates with a strong philosophy of "Doing the Right Thing, in the Right Way, with the Right People."Role Description This is a full‐time, flexible role for a Financial Services Consultant located in Singapore. The Financial Services Consultant will be responsible for providing financial advice and services to clients, analysing clients' financial situations, developing customised financial plans, and maintaining long‐term relationships with clients. The role also involves staying updated on financial products and market trends to better serve clients. You will be engaging with High Net Worth (HNW) and/or Ultra High Net Worth (UNHW) Individuals to understand their financial assets, portfolios and helping them curate effective and sustainable financial practices to grow, preserve and protect their wealth Qualifications Analytical Skills: Ability to analyse financial data and provide insights. Finance and Financial Services: Knowledge and experience in finance and financial services. Consulting: Experience in providing consulting services to clients. Communication: Excellent verbal and written communication skills. Ability to work independently and as part of a team. Bachelor's degree in Finance, Economics, Business, or a related field. Relevant certifications such as CFP, CFA, or equivalent are a plus. Seniority level : Entry level Employment type : Full‐time Job function : Finance and Sales; Industries : Insurance #J-18808-Ljbffr
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Financial Consultants
2 weeks ago
Singapore STRATEGIC PARTNERS FINANCIAL SERVICES PTE. LTD. Full time $60,000 - $100,000 per yearStrategic Partners is a group of agency units of Prudential Assurance Company Singapore (and a registered company of JLim Organisation). Company Highlights We 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...
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Financial Consultant
2 weeks ago
Singapore Global Financial Consultants Full time $80,000 - $120,000 per yearFinanceDue to the phenomenal growth of our business and the huge potential in the Singapore market we are offering an incredible opportunity for experienced Financial Advisors, IFA's, Certified Financial Planners or Financial Consultants to relocate and join our team. We are also open to discussions with proven business writers from within Singapore. We...
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Financial Consultant
2 weeks ago
Singapore Great Eastern Financial Advisers Private Limited Full timeDescription Company Description Officially launched in March 2011, Great Eastern Financial Advisers (GEFA) has grown to be the largest FA firm in Singapore, with 700 financial consultants in less than four years. GEFA is the first in the industry to adopt a business model that combines the strengths of a major insurance company and a financial advisory firm....
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Financial Service Consultant
7 days ago
Singapore Professional Investment Advisory Services Full timeProfessional Investment Advisory Services – Southern Islands We are seeking a talented and driven Financial Service Consultant to join our dynamic team at Professional Investment Advisory Services - Christopher Loh' in Sentosa Central Region . This is a full-time position that will play a crucial role in providing comprehensive financial planning services...
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Financial Services Representative
1 week ago
Singapore Stellar Financial Full time $80,000 - $120,000 per yearRoles and ResponsibilitiesClient Relationship Management & ConsultationConduct in-depth consultations with prospective and existing clients to understand their priorities and financial objectives/needs, risk tolerance, and life circumstances.Build and cultivate long-term client relationships through proactive communication, regular portfolio reviews, and...
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Financial Services Consultant
1 week ago
Singapore SURE Financial Group Full timeTo help you succeed in your career, you will join our training program curated to suit individuals learning pace - Understand client’s financial needs and provide solutions to start them off on the right path of their financial habits - Lead generation platforms available for you to work on as well. No roadshows needed! - Incentive trips includes Shanghai,...
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Financial Services Consultant
6 days ago
Singapore AIA FINANCIAL ADVISERS PRIVATE LIMITED Full timeProviding 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 relationships **Job Requirements** -...
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Financial Consultant
16 hours ago
Singapore Eternal Financial Advisory Pte Ltd Full timeWe have established ourselves as one of the leading financial advisories in our arena. As we continue to push the boundaries of professionalism, we seek dynamic individuals to come and join our rapidly expanding team. - Will be committed to developing a career in financial services. - Should be immediately impressive, confident and articulate as well as...
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Financial Services Manager
2 weeks ago
Singapore PROFESSIONAL FINANCIAL ADVISORY SERVICES Full timeJoin EVOL as a Financial Services Manager At EVOL, we're changing the game in financial advisory-and we're looking for driven professionals to be part of that transformation. Whether you're an experienced advisor or a leader ready to groom the next generation, this is your chance to build a rewarding career with one of the world's most reputable financial...
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Financial Services Representative
1 day ago
Singapore Stellar Financial Pte Ltd Full timeDescription Client Relationship Management & Consultation Conduct in-depth consultations with prospective and existing clients to understand their priorities and financial objectives/needs, risk tolerance, and life circumstances. Build and cultivate long-term client relationships through proactive communication, regular portfolio reviews, and customized...