Financial Services Manager

1 day ago

Singapore FORT FINANCIAL PTE. LTD. Full time
Roles & Responsibilities

Key Responsibilities

  • Recruitment & Team Management
    Recruit, coach, develop, and supervise up to 15 Financial Planners (FPs).
    Build, motivate, and lead a professional, competent, and productive team.
    Monitor team compliance, productivity, and achievement of sales targets and persistency.
  • Business Development
    Plan and execute strategies for sales growth and recruitment.
    Develop a sustainable client base.
    Perform personal sales to remain relevant and current.
  • Quality & Compliance
    Ensure proper documentation of FNAs and insurance applications.
    Validate FPs' transactions to ensure client affordability and product suitability.
    Monitor persistency and quality of business.
    Ensure adherence to industry, regulatory, and company requirements, including HSBC Code of Conduct.
  • Training & Development
    Ensure FPs complete compulsory training, CPD hours, coaching, JFW, and meeting requirements.
    Provide coaching, mentoring, and performance assessments (including JFW Assessments).
    Maintain updated P-files and meeting records for audits, handovers, and reviews.

Personal Development

  • Stay competent and up to date through:
    Compulsory training and Global Mandatory Training (GMT).
    CPD hours and professional development courses.
  • Attend regular coaching and meetings with Director or proxy supervisor.
  • Complete required training programmes:
    Manager Builder (FSM level).
    AMTC Programme (for promotion to FSD).
  • Obtain professional qualifications (e.g., ChFC, CLU).
Tell employers what skills you have
Mentoring
Tax
Assurance
Asset Finance
Compliance
Audits
Presentation Skills
Finance
Business Development
Professional Services
Service Delivery
Ability to Prioritize

  • Financial Services Manager

    1 week ago

    Singapore PROFESSIONAL FINANCIAL ADVISORY SERVICES Full time

    Roles & Responsibilities Join 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...

  • Financial Services Manager

    6 days ago

    Singapore PROFESSIONAL FINANCIAL ADVISORY SERVICES Full time

    Join 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...

  • Financial Services Manager

    1 week ago

    Singapore PROFESSIONAL FINANCIAL ADVISORY SERVICES Full time

    Join 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...

  • Financial Services Manager

    6 days ago

    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 Services Manager

    5 days ago

    Singapore PROFESSIONAL FINANCIAL ADVISORY SERVICES Full time

    Roles & Responsibilities 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 institutions. ...

  • Financial Services Manager

    12 hours ago

    Singapore PROFESSIONAL FINANCIAL ADVISORY SERVICES Full time

    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 institutions. Why Join Us?...

  • Financial Services Manager

    12 hours ago

    Singapore PROFESSIONAL FINANCIAL ADVISORY SERVICES Full time

    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 institutions.Why Join Us? Prestigious...

  • Financial Advisor

    1 week 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...

  • Financial Services Manager

    13 hours ago

    Singapore FORT FINANCIAL PTE. LTD. Full time

    Roles & Responsibilities Key Responsibilities Recruitment & Team Management Recruit, coach, develop, and supervise up to 15 Financial Planners (FPs). Build, motivate, and lead a professional, competent, and productive team. Monitor team compliance, productivity, and achievement of sales targets and persistency. Business Development Plan and execute...

  • Financial Services Manager

    3 days ago

    Singapore FORT FINANCIAL PTE. LTD. Full time

    Roles & ResponsibilitiesKey ResponsibilitiesRecruitment & Team ManagementRecruit, coach, develop, and supervise up to 15 Financial Planners (FPs).Build, motivate, and lead a professional, competent, and productive team.Monitor team compliance, productivity, and achievement of sales targets and persistency. Business DevelopmentPlan and execute strategies for...