Financial Consultant

7 hours ago

Singapore APEX GROUP Full time

2 days ago Be among the first 25 applicants Get AI-powered advice on this job and more exclusive features. A career that makes a differenceWhether you are just beginning your career or an experienced professional looking for a change. If you are looking for an entrepreneurial role with flexibility and unlimited income potential, join us to discover more about the career as a Financial Services Consultant. Key Responsibilities: Assess clients’ financial situation to develop strategies to help client meet their financial goals. Provide advice on insurance to help companies and individuals plan for their financial futures. Help clients with financial planning in areas such as retirement, education, and investments with our full product suite. Review and follow up with clients on a regular basis to assess how developments in their life might affect their financial plan. Preparing and interpreting financial document summaries, investment performance report and income projections for clients. Build and maintain effective relationships with existing clients. Benefits & Rewards: Training and professional development We’ll help you gain the certifications, soft skills, and knowledge you need to succeed while supporting your growth with structured courses and trainings. Our dedicated managers will constantly be there to guide you through your developmental journey. EXCELeration Programme: We provide a structured corporate financing scheme for the first 18 months of your career to fast-track your success in Income. Overseas trips and rewards: Work hard and play hard with us as we incentivize our top performers to destinations such as Cape Town, St Petersburg or Croatia. Flexible incentive structure: Enjoy unlimited potential income through our multi-layered incentive structure that includes commissions, quarterly performance-based incentives, annual bonuses, and great incentive trips. Other Benefits: Enjoy medical benefits and get covered under group insurance. We will make sure you are well looked after so that you can concentrate on providing sound financial advice to your clients. Job Qualifications: To join us as a Financial Consultant, you should: Have obtained a diploma or degree in any field Enjoy seeing tangible results of your hard work, and motivated by performance-based incentive structures Have good interpersonal skills and be passionate about helping customers achieve greater financial competency Seniority level Seniority level Entry level Employment type Employment type Full-time Job function Job function Finance and Sales Referrals increase your chances of interviewing at APEX GROUP by 2x Get notified about new Financial Consultant jobs in Singapore, Singapore . Private Banking Investment Consultant SG Private Wealth Management Asia, Relationship Manager, Greater China Team Finance Transformation (Financial Services) Consultant / Senior Consultant, Business Consulting We’re unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI. #J-18808-Ljbffr

  • Financial Consultant

    1 week ago

    Singapore Avallis Financial Full time

    Are you looking to build a strong career progression in the financial advisory industry? - Are you looking to have a high income far exceeding your peers? - Are you driven and self-motivated for success? If so, then we are looking for you! Avallis Financial is an independent financial advisory firm in Singapore that was established in 1997. Our focus is on...

  • Financial Services Consultant

    2 weeks ago

    Singapore INFINITUM FINANCIAL ADVISORY PTE. LTD. Full time

    **Are 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 Balance **Responsibilities** - Develop new client relationships and maintain...

  • Financial Consultant

    6 hours ago

    Singapore PromiseLand Financial Advisory Full time

    Overview Financial Consultant (Mid-Career Switch Opportunity) – Digital Wealth Consultant. We are actively seeking motivated individuals to join our team, including: existing financial advisers, insurance specialists/agents, bankers, or bancassurance professionals ready for a fresh start; and professionals seeking autonomy in their schedules and career...

  • Senior Financial Consultant

    1 week ago

    Singapore FORT FINANCIAL PTE. LTD. Full time $104,000 - $130,878 per year

    Job Description*About Fort Financial* Fort Financial is a trusted name in the financial services industry, offering personalized solutions to help clients achieve their financial goals. We are expanding our team and seeking dedicated Senior Financial Consultantwho are passionate about delivering client-centric advice and building long-term...

  • Financial Services Representative

    2 weeks ago

    Singapore Stellar Financial Full time $80,000 - $120,000 per year

    Roles 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...

  • Financial Consultants

    2 weeks ago

    Singapore STRATEGIC PARTNERS FINANCIAL SERVICES PTE. LTD. Full time

    Strategic 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 productivity. We enable...

  • Financial Consultant

    2 days ago

    Singapore Azure Dragon Partners Full time

    3 weeks ago Be among the first 25 applicants Get AI-powered advice on this job and more exclusive features. Direct message the job poster from Azure Dragon Partners Branch Director | Financial Services Leader | Mentoring the Next Generation of Advisors About Us At Azure Dragon Partners , we empower individuals and families to build financial clarity and...

  • Financial Services Representative

    2 weeks ago

    Singapore STELLAR FINANCIAL PTE. LTD. Full time

    Roles and Responsibilities 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,...

  • Financial Consultant

    2 days ago

    Singapore Income Insurance Limited Full time

    2 weeks ago Be among the first 25 applicants Income Insurance Limited (Income Insurance) is a leading composite insurer in Singapore, offering life, health, and general insurance. Established in 1970 to meet a social need for insurance, Income Insurance continues to prioritize people by addressing the protection, savings, and investment needs of individuals,...

  • Financial Consultant

    2 weeks ago

    Singapore ACE STAFFING PTE. LTD. Full time

    Our client is a financial services company based in Singapore that provides financial planning, investment advisory, and wealth management services to individuals and businesses with personalized financial advice and tailored investment solutions. They are looking for a highly motivated Financial Consultant to join the team. As a Financial Consultant, you...