Financial Services Representative

3 days 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, and customized service.
- Act as the primary point of contact for clients, addressing their questions and concerns in a timely and professional manner.
- Educate clients on financial concepts, investment strategies, and market conditions.
Financial Planning & Analysis
- Gather and analyze clients' priorities and objectives, personal information, financial information, including assets, liabilities, income, expenses, and risk tolerance. Client's current investment portfolio including any existing life policy.
- Develop comprehensive and customized financial plans to meet client's priorities and objectives/needs covering retirement planning, education funding, estate planning, tax optimization, and risk management.
- Present financial plans and investment proposals to clients in a clear and informed manner.
- Implement the client's financial planning recommendations and update client regularly and follow up to completion of the financial planning process.
- Conduct regular annual review to monitor the progress towards the client's objectives/goals.
- Continue to service client for in-force policy request such as change of beneficiaries, address change, policy ownership change, premium finance transactions, policy loan, partial surrender, full surrender, etc.
On-going Monitor/Review Client's Situation
- Conduct regular annual review for

  • 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...


  • Singapore PROFESSIONAL FINANCIAL ADVISORY SERVICES Full time

    Roles & ResponsibilitiesAt 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 institutions.Why...

  • Financial Advisor

    7 days ago


    Singapore TRUENORTH FINANCIAL ORGANISATION Full time

    Company Description TrueNorth Financial Organisation represents AIA Singapore, providing financial advisory services for individuals and corporations. Established in 1996, TrueNorth has received numerous awards, showcasing our excellence in the industry. We value a collaborative culture and believe in supporting each other to achieve personal and...


  • Singapore FINANCIAL ALLIANCE PTE. LTD. Full time

    Roles & ResponsibilitiesJOB DESCRIPTIONTo profile clients' needs and provide them with purposeful financial advice. To acquire new clients through your own means or through our dynamic range of business development and sales activities. Actively develop a financially independent and savvy clientele through meaningful use of financial planning techniques,...


  • Singapore PASONA SINGAPORE PTE. LTD. Full time

    Position: Customer Financial Service Representative (Japanese Speaking) (Job ID: 19809) Attractice employee benefits AWS + Variable Bonus Good career prospect Company: Logistics Location: Central East (Near MRT Station)Job Description: ➤Perform Collection and improve AR performance of APAC customers ➤Engage internal & external customers (Sales,...

  • Commercial Manager

    1 week ago


    Singapore SWIFT Financial Messaging Services Full time

    About the Role Over the last years SWIFT has developed a portfolio of shared services, ranging from solution around Business Intelligence, Reference Data, as well as Financial Crime Compliance. These shared services are considered as the growth engine for SWIFT now and in the years to come achieving over 20% YOY growth in revenue, 30% in FCC. Although...

  • Financial Advisor

    2 days ago


    Singapore VWA Financial Services Full time

    We are looking for motivated and driven individuals to join our team as Financial Advisors. In this role, you will provide clients with personalized financial guidance, helping them achieve their life goals through sound financial planning, risk management, and wealth-building strategies. This is an exciting opportunity for individuals who are passionate...

  • Financial Advisor

    2 days ago


    Singapore VWA Financial Services Full time $42,000 - $84,000 per year

    We are looking for motivated and driven individuals to join our team as Financial Advisors. In this role, you will provide clients with personalized financial guidance, helping them achieve their life goals through sound financial planning, risk management, and wealth-building strategies.This is an exciting opportunity for individuals who are passionate...


  • Singapore PASONA SINGAPORE PTE. LTD. Full time

    Roles & ResponsibilitiesPosition: Customer Financial Service Representative (Japanese Speaking) (Job ID: 19809)Attractice employee benefits AWS + Variable Bonus Good career prospectCompany: LogisticsLocation: Central East (Near MRT Station)Job Description:➤Perform Collection and improve AR performance of APAC customers➤Engage internal & external...


  • Singapore PROFESSIONAL INVESTMENT ADVISORY SERVICES (PIAS) Full time

    **Job Highlights** - Immediate appointment to manager level (experienced financial services adviser) - Strong support for recruitment. - Experienced insurance advisor who aspires to start your own team - Fresh graduates who have interest in investment and to build a team are welcome to join **Job Descriptions** - Plan and execute recruitment activities to...