
Personal Financial Executive
2 weeks ago
**JOB DETAILS**
**Job Type**
Permanent
**Position Level**
Junior Executive
**Qualification**
Degree
**Discipline**
Banking
**Specialization**
Sales
**Sector**
Group Community Financial Services
**Experience**
0 - 10 years
**Salary**
Undisclosed
**JOB DESCRIPTION**
You will be CMFAS-trained and certified to be marketing product suite including unit trusts, insurance and securities to the mass market individual clients. You will be attached to a branch and actively participating in the bank's marketing campaigns.
**JOB RESPONSIBILITIES**
- Achieve consistent sales performance
- Achieve new business and customer acquisition goals within the retail segment
- Provide dedicated client services to the branch’s clients
- Manage relationship in accordance with the bank’s customer service and compliance guidelines
- Conduct sales presentations to bank’s prospective customers within the assigned branch
**JOB SKILLS**
**1)**Sales
**2)**Communication
**3)**Interpersonal
**JOB REQUIREMENTS**
- Degree in a Business / Finance / Banking or equivalent discipline
- For Personal Financial Advisors, at least 1 year of financial advisory experience is required
- Confident and highly energetic
- Self-motivated and driven
- Good communication and presentation skills
- Excellent leadership track record in extra-curricular activities
-
Personal Assistant
3 days ago
Singapore FORT FINANCIAL PTE. LTD. Full timeJob Description *About Fort Financial * Fort Financial is a dynamic and growing company in the financial services industry, dedicated to delivering expert guidance and trusted solutions to our clients. We're seeking a highly organized and proactive Personal Assistant to support our executives and contribute to the smooth operation of our day-to-day...
-
Personal Assistant
2 weeks ago
Singapore FORT FINANCIAL PTE. LTD. Full time $104,000 - $130,878 per yearJob Description*About Fort Financial* Fort Financial is a dynamic and growing company in the financial services industry, dedicated to delivering expert guidance and trusted solutions to our clients. We're seeking a highly organized and proactive Personal Assistant to support our executives and contribute to the smooth operation of our day-to-day business...
-
Personal Financial Advisor
7 days ago
Singapore beBeeFinancial Remote Work Freelance Full time $50,000 - $80,000Financial Advisory ProfessionalWe are seeking driven individuals to join our team as Personal Wealth Executives. As a key member of our team, you will be responsible for rendering financial advisory services to our mass-market customers.
-
Personal Financial Advisor
5 days ago
Singapore beBeeFinancial Full timeFinancial Advisory Professional We are seeking driven individuals to join our team as Personal Wealth Executives. As a key member of our team, you will be responsible for rendering financial advisory services to our mass-market customers.
-
Independent Financial Adviser(Ifa)
1 week ago
Singapore Avallis Financial Full time**Avallis Financia**l is a leading independent financial advisory firm, providing personalized financial planning solutions to individuals and businesses since 1997. With a reputation built on trust, integrity, and a client-first approach, Avallis empowers clients to achieve their financial goals through tailored advice and comprehensive wealth management...
-
Financial Advisor
2 weeks ago
Singapore VWA Financial Services Full time $42,000 - $84,000 per yearWe 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 Adviser
3 days ago
Singapore Global Financial Consultants Full timeGlobal Financial Consultants (GFC) is one of Singapore’s most venerable and longest established wealth management and financial advisory businesses. Based in the heart of the financial district of Singapore, GFC is focused on providing a tailored and client-centric approach to help safeguard our clients’ financial future whilst guiding them on the path...
-
Financial Planner
1 week ago
Singapore Manulife Financial Advisers Full time**Financial Planner** Are you an ambitious financial professional looking to elevate your career? Join us for professional and personal development while making a meaningful impact in the lives of our clients. Established in 1899, Manulife Singapore has been assigned an insurer financial strength rating of AA- with a stable outlook by S&P Global...
-
Financial Adviser
7 days ago
Singapore SYNERGY FINANCIAL ADVISERS LTD. Full timeRoles & ResponsibilitiesTo service clients who arerequesting financial planning services, providing wholesome advice, including: Personal Financial Planning, Personal Will and Estate Planning, HNWI Planning GI InsuranceCandidate must haveA Degree or A Diploma Mature and Outgoing Excellent communication and sales skills.Tell employers what skills you...
-
Personal Financial Specialist
2 weeks ago
Singapore beBeeFinancial Full time $40,000 - $60,000Personal Financial SpecialistWe are seeking a skilled Personal Financial Specialist to deliver exceptional customer service and tailored financial solutions in the Central Region.Key Responsibilities:Engage with customers to understand their financial goals and provide personalized product recommendations.Process customer transactions such as deposits,...