Financial Consultant

1 week ago


Anson Road, Singapore Charles Juay Organisation Full time

In _**Charles Juay Organisation**_, we **work HARD** and **PLAY HARD** We strive to create an environment of growth, challenge, and enjoyment both inside and outside of the office - which is why we’re so passionate about working hard, but also playing hard after achieving our achievements.

Our Organisation cultivates a positive healthy working environment and practice a close family culture as we believe in the importance of nurturing a supportive environment where our employees feel valued, supported, empowered to collaborate, innovate and work together as a team.

With our focus on continuous improvement and development, we make it our mission to go the extra mile to provide our team with meaningful mentorship so that they are well-equipped with the knowledge and know-how required for successfully meeting both personal and organization’s goals.

Through mentorship, mentees can acquire new perspectives from experienced mentors, leading them to gain valuable skills that will enable them to grow professionally.

Our approach focuses on helping strong minded individuals better understand their capabilities as well as the resources available to them so that they can move forward confidently and achieve their goals.

If you are a goal-oriented individual that is looking for personal growth and positive end results, our Organisation is the place for you to be

**1453/31Jan23**

**Job highlights**:

- Close family culture
- Opportunities for 1-1 mentorship with different mentors
- Fun and positive environment with a group of young achiever
- Building a client base and identify prospective clients.
- Manages multiple client accounts simultaneously.
- Soliciting new clients through cold calling
- Cultivating excellent client relationships with existing and prospect
- Providing financial advice to clients based on their circumstances and needs.
- Developing financial plans/proposal to help clients achieve their long-term and short-term financial goals.
- Develop and implement financial strategies.
- Provide insights to clients on how they can improve their investments, stay abreast of economic trends and financial conditions.
- Comply with all policies and regulations.
- Keeping up to date with the latest financial products and regulatory changes

**Requirements**:

- A full certificate in GCE 'A' Level, International Baccalaureate Diploma qualification, Diploma awarded by a Polytechnic in Singapore, or any other academic qualification which is equivalent to the above qualifications.
- Excellent attention to detail
- Excellent communication skills for liaising with client
- Incredible analytical and problem-solving abilities
- Strong analytical skills and Strong business acumen
- Able to work in a fast-paced environment.
- Goal oriented

**Note**:

- **Charles Juay Organisation (CJO)**_

A group of agency units of Prudential Assurance Company Singapore (Pte) Ltd Reg No. 199002477Z

**Job Types**: Full-time, Permanent, Fresh graduate

**Salary**: $4,000.00 - $6,000.00 per month

**Benefits**:

- Flexible schedule
- Professional development
- Promotion to permanent employee

Schedule:

- Monday to Friday

Supplemental pay types:

- Commission pay
- Performance bonus
- Yearly bonus

**Education**:

- Local Polytechnic Diploma (preferred)



  • Paya Lebar Road, Singapore Income Insurance Limited Full time

    _**A career that makes a difference.**_ Looking for an entrepreneurial role with flexibility and unlimited income potential? Here’s what you’ll do as a Financial Consultant - Assess clients’ financial situation to help them work towards their financial goals. - Provide advice on insurance to help companies and individuals plan for their financial...


  • Anson Road, Singapore Quanterra Institute Full time

    **About Quanterra Institute** Quanterra Institute is a premier finance school based in Singapore, dedicated to delivering high-quality education and training in the field of finance. We are at the forefront of financial education, offering a wide range of courses that cater to the needs of the finance industry. Our mission is to empower individuals with the...


  • Anson Road, Singapore Quanterra Institute Full time

    **About Quanterra Institute** Quanterra Institute is a premier finance school based in Singapore, dedicated to delivering high-quality education and training in the field of finance. We are at the forefront of financial education, offering a wide range of courses that cater to the needs of the finance industry. Our mission is to empower individuals with the...

  • Senior Consultant

    12 hours ago


    Scotts Road, Singapore ponturo consulting AG Full time

    ponturo consulting Singapore Pte. Ltd. is a growing IT-Consulting company specialized in the financial services industry that supports large banks and insurance companies with the design and implementation of future-oriented IT strategies. Our main objective is to help our clients with the optimization and digitalization of processes by implementing...

  • Investment Analyst

    2 weeks ago


    Anson Road, Singapore Flintex Consulting Pte Ltd Full time

    Sourcing, evaluation, structuring and execution of investment transactions within technology and alternative lending industries - Strategising and development of investment thesis on potential opportunities - Preparation of investment slide decks and financial modeling of private credit opportunities - Presentation and marketing of investment proposals to...

  • Investment Consultant

    12 hours ago


    Scotts Road, Singapore Wealth Asia LLP Full time

    You key role is to introduce, consult and sell financial products and services to our clients, driving sales revenue, client acquisition and maintaining relationships with key accounts. Why Join Us: - Attractive Renumeration + Incentives Package - Flexible Working Arrangements - No working experience required - Comprehensive on-job training is provided -...


  • Anson Road, Singapore Quanterra Institute Full time

    **About Quanterra Institute** Quanterra Institute is a premier finance school based in Singapore, dedicated to delivering high-quality education and training in the field of finance. We are at the forefront of financial education, offering a wide range of courses that cater to the needs of the finance industry. Our mission is to empower individuals with the...

  • Financial Consultant

    2 weeks ago


    Thomson Road, Singapore PaceSetters Organisation Full time

    You make a positive impact on people’s lives by promoting savings and protection solutions that are aligned with our clients’ needs. Our comprehensive process, developed over years of experience, ensures our agents are equipped with outstanding business knowledge, a professional approach and the best technology to make them successful.


  • Anson Road, Singapore Quanterra Institute Full time

    **About Quanterra Institute** Quanterra Institute is a premier finance school based in Singapore, dedicated to delivering high-quality education and training in the field of finance. We are at the forefront of financial education, offering a wide range of courses that cater to the needs of the finance industry. Our mission is to empower individuals with the...


  • Anson Road, Singapore Quanterra Institute Full time

    **About Quanterra Institute** Quanterra Institute is a premier finance school based in Singapore, dedicated to delivering high-quality education and training in the field of finance. We are at the forefront of financial education, offering a wide range of courses that cater to the needs of the finance industry. Our mission is to empower individuals with the...


  • Scotts Road, Singapore Wealth Asia LLP Full time

    You key role is to introduce, consult and sell financial products and services to our clients, driving sales revenue, client acquisition and maintaining relationships with key accounts. Why Join Us: - Attractive Renumeration + Incentives Package - Flexible Working Arrangements - No working experience required - Comprehensive on-job training is provided -...


  • Anson Road, Singapore Stag Match Pte Ltd Full time

    **About the role** The Sales & Business Development lead is one of a mangement with 2 key areas of focus. First, the lead is responsible to develop and implement the sale plan to build the corporate training and in particular, the executive education for B2C,B2B & B2U leading to B2B. Second, he is responsible with developing, communicating, executing, and...


  • Anson Road, Singapore Stag Match Pte Ltd Full time

    **About the role** The Sales & Business Development lead is one of a mangement with 2 key areas of focus. First, the lead is responsible to develop and implement the sale plan to build the corporate training and in particular, the executive education for B2C,B2B & B2U leading to B2B. Second, he is responsible with developing, communicating, executing, and...


  • Anson Road, Singapore Stag Match Pte Ltd Full time

    Stag Match Institute hosts a wide range of Adult Courses and Certification - Diploma Qualification and Workshops for both companies and individuals. **About the role** The Business Development & Sale lead is a management executive with 2 key areas of focus. First, the Lead is responsible to develop and implement the business and Sale plan to build the...


  • Paya Lebar Road, Singapore Singapore National Employers Federation (SNEF) Full time

    **Responsibilities** - Deliver advisory and consultancy to SNEF Members on human resource and industrial relations matters based on prevailing employment laws, tripartite guidelines and responsible practices - Facilitate and lead discussions, workshops, and seminars on human resource and industrial relations matters - Manage stakeholder expectations and...

  • Senior Consultant

    7 days ago


    Paya Lebar Road, Singapore Singapore National Employers Federation (SNEF) Full time

    **Responsibilities** - Deliver advisory and consultancy to SNEF Members on human resource and industrial relations matters based on prevailing employment laws, tripartite guidelines and responsible practices - Facilitate and lead discussions, workshops, and seminars on human resource and industrial relations matters - Manage stakeholder expectations and...


  • Thomson Road, Singapore PaceSetters Organisation Full time

    Established in 2008, PaceSetters Organisation (PSO) company strength consists of more than 150 Financial consultants and staff. Our achievements are not just recognized in productivity. We have also been valued as the fastest growing young dynamic group with a family-centred environment! An incubator of dreams PSO is one of the most dynamic groups of...


  • Anson Road, Singapore kengiandco Full time

    Kengiandco is a business consultancy firm that specializes in advisory for new startups and businesses in the areas of financial advise, guidance, mentoring and insurance matters. We currently have 4 companies under our portfolio and we are looking to build our social media presence for these companies under our name. Are you looking for a chance to...


  • Anson Road, Singapore Intella X Full time

    **About Intella X** Intella X is pioneering the future of blockchain gaming and driving the mainstream adoption of Web3 through its unique service protocol that rewards both game developers and gamers. With $12 million in funding, Intella X has successfully launched its first PFP NFT project, "Early Retired Cats Club," based on the popular IP "Cats & Soup,"...

  • L2 - Desk Consultant

    2 weeks ago


    Park Road, Singapore Commonwealth Bank Full time

    **Organization**: At CommBank, we never lose sight of the role we play in other people’s financial wellbeing. Our focus is to help people and businesses move forward to progress. To make the right financial decisions and achieve their dreams, targets, and aspirations. Regardless of where you work within our organisation, your initiative, talent, ideas, and...