Career in Financial Advisory

4 days ago

Singapore beBeeFinancial Full time

Job Opportunity

We are seeking a skilled Financial Advisor to join our team. The ideal candidate will have excellent communication skills, be highly motivated and possess strong interpersonal skills.

Key Responsibilities

  • Client Networking: Establish and grow a robust client base through effective networking and prospecting strategies.
  • Financial Strategy Development: Analyze clients' financial situations and goals to create tailored financial strategies.
  • Insurance and Financial Advisory: Provide comprehensive advisory on insurance and financial planning, covering areas such as retirement, education, and investments.
  • Financial Analysis: Present detailed financial summaries, investment reports, and income projections for clients.
  • Client Relationship Management: Maintain and strengthen client relationships through regular reviews and adjustments to financial plans based on life changes.

Requirements

  • Singaporean / Singapore PR preferred.
  • Minimum 21 years old with Polytechnic Diploma, GCE 'A' level Certification or Bachelor Degree in any field, as per MAS requirements.
  • Highly motivated with strong interpersonal skills.

Benefits

  • 24-months Trainee Program: Provides monthly allowance + commission, supporting you in the first 24 months of your career.
  • Extensive Training and Support Structure: Regular workshops, training & sharing sessions within the agency and individual mentorship ensuring support along the way.
  • Flexi-Hybrid Work Setting: Enjoy a hybrid work setting with flexible work arrangements.
  • Attractive Rewards: We believe in 'work hard, play hard', with incentives for top performers & fun team-bonding events.
  • Market-leading Remuneration Structure: Market-leading remuneration package along with an attractive incentive system, including commissions, performance incentives, and up to 3 incentive trips a year.

  • Career Launchpad for Financial Advisory

    22 hours ago

    Singapore beBeeProspecting Full time $45,000 - $60,000

    Unlock your potential with our Winter Exposure Program, a two-week career launchpad in financial advisory.What You'll GainHands-on experience through client simulation and appointment shadowingFoundational knowledge of wealth accumulation, budgeting, and fund selectionEffective prospecting methods to connect with clientsA deeper understanding of what sets us...

  • Career Leap into Financial Advisory

    3 days ago

    Singapore beBeeFinancial Full time $4,000 - $6,000

    Are you ready to break free from the ordinary and embark on a career that's anything but conventional? Our Two-Week Management Associate Program is your launchpad into the world of financial advisory.Through this immersive experience, you'll gain exposure beyond textbooks by simulating real-world client interactions and shadowing experienced advisors. You'll...

  • Independent Financial Adviser

    4 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...

  • Financial Consultant

    2 weeks ago

    Singapore Eternal Financial Advisory Pte Ltd Full time

    We 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...

  • Financial Consultant

    1 week ago

    Singapore Eternal Financial Advisory Pte Ltd Full time

    We 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...

  • Career Opportunities in Financial Advisory

    5 days ago

    Singapore beBeeBusinessPartner Remote Work Freelance Full time

    Launch a fulfilling career in financial advisory with our esteemed organization. We are seeking a diligent and passionate individual to fill the role of Business Partner, where you will be responsible for developing financial strategies that cater to clients' needs.About the RoleThe ideal candidate will possess excellent communication skills and a strong...

  • Financial Consultant

    1 week ago

    Singapore Eternal Financial Advisory Pte Ltd Full time

    Will be committed to developing a career in financial services. - Should be immediately impressive, confident and articulate as well as self-disciplined and ambitious. - High degree of self-motivation and enthusiasism,determined, diligent,be people and results-oriented, and have excellent interpersonal, persuasive and communication skills. - Self-starter...

  • Career Transition in Financial Advisory

    9 hours ago

    Singapore beBeeFinancial Full time $90,000 - $120,000

    Financial Career TransitionWe are seeking experienced professionals who want to transition into a rewarding career in financial advisory. At our organization, we empower individuals from diverse backgrounds to succeed in this field.You will provide personalized financial advice and solutions to clients, covering insurance, retirement planning, wealth growth,...

  • Training, Assistant Manager

    3 days ago

    Singapore FINEXIS ADVISORY PTE. LTD. Full time

    **ARE YOU SEEKING FOR GROWTH YET YOU WANT A FULFILLING CAREER?** Be ready to embark on a journey which offers you an exciting opportunity. **HERE’S A SHORT INTRO OF WHO WE ARE** Since our incorporation in 2005, finexis has grown to become a leading homegrown financial advisory firm in Singapore licensed by the Monetary Authority of Singapore, with...

  • Financial Advisor

    3 days ago

    Singapore Income Advisory Financial Advisers Full time

    2 days ago Be among the first 25 applicants Direct message the job poster from Income Advisory Financial Advisers Coach, Mentor and Market Differentiator (#hiring)Company Description Income Advisory Financial Advisers, formerly known as Infinitum Financial Advisory, has rebranded to reflect our stronger collaboration with Income Insurance. This change...