Financial and Investment Consultant

6 days ago


Singapore STAR CAREER CONSULTING PTE. LTD. Full time

**Roles & Responsibilities**

Become a part of our team and start a fulfilling career where you'll make a real difference in the lives of your clients. We are dedicated to delivering exceptional financial guidance and services, empowering our clients to reach their financial F.R.E.E.D.O.M and ensure a secure future.

If you love making a positive impact and enjoy working in a client-focused environment, this is the opportunity for you.

**Job description**:
1. Client acquisition through various prospecting strategies.

2. Review prospective/existing client portfolio.

3. Propose solutions and planning for client investment and insurance needs.

4. Client management and retention.

5. Attend and respond to customer queries professionally.

6. Service and review financial portfolios in maintaining a long-term customer relationship.

**What you get to learn**:
Comprehensive and customized learning tracks according to individual development within the group, that offer structured & diverse learning modules.

Mentorship during on the job training will be provided continuously for professional development and career advancement in the financial services.

These programs are specifically designed to equip you with in-depth business knowledge, technical skills, and interpersonal skills.

You will be required to attend a number of compulsory programs; including a comprehensive business induction and other regional development program

**Who thrives here?/ Requirements**
- Diploma or Degree from a recognized institution in any field
- Passionate to make a difference
- Adventurous, driven with entrepreneurial spirit; creative problem solver with an open mind
- Outspoken with excellent communication & interpersonal skills
- Equally motivated by working independently as well as collaborating in a team

We respect your privacy and all communication will be treated with confidentiality.

Kelvin (Reg. No. R1872625)

STAR CAREER CONSULTING PTE LTD (EA License: 20C0353)



  • Singapore PromiseLand Financial Advisory Full time

    Independent Financial Consultant (Mid-Career Switch Opportunity)Independent Financial Consultant (Mid-Career Switch Opportunity)1 day ago Be among the first 25 applicants Get AI-powered advice on this job and more exclusive features. Direct message the job poster from PromiseLand Financial Advisory Job Title: Independent Financial Consultant (Mid-Career...

  • Financial Consultant

    2 weeks ago


    Singapore Js Jireh Financial Full time

    At JS Jireh, we maintain high quality advice, persistency ratios and compliance to ensure that we continue to develop and deliver quality solutions to our clients. We support our teams by equipping them with the necessary knowledge and skills needed to succeed in their role. Our team comprises of individuals who have remained in our team for many years as...


  • Singapore IFAST FINANCIAL PTE. LTD. Full time

    **Responsibilities**: - To work closely with wealth advisers on the management of client portfolios - To formulate investment recommendations which are aligned with client investment objectives as well as the research house-view - To originate and communicate profitable investment ideas and market updates to various stakeholders - To create tailored content...


  • Singapore Keppel (Fund Management & Investment) Full time

    Join to apply for the Associate, Investment role at Keppel (Fund Management & Investment)Join to apply for the Associate, Investment role at Keppel (Fund Management & Investment)Source and analyse investment opportunities Structuring and executing the acquisition of assets in Asia Pacific Conduct financial modelling to assess / support acquisition decisions...


  • Singapore Illuminate Financial Full time

    Illuminate Financial is a Seed & Series A venture capital fund investing in the future of financial services based in New York, London and Singapore. We are backed by some of the world's largest and most respected technology users from the financial services space, including JP Morgan, Jefferies, Citi, S&P Global, Barclays, and Deutsche Boerse Group....


  • Singapore AIA Financial Advisers Full time

    Financial Consulting Associate (SG/PR only)Financial Consulting Associate (SG/PR only)4 days ago Be among the first 25 applicants Looking for a career where you grow and make a difference ?We're hiring Financial Consulting Associates who are driven, people-focused, and ready to build a purpose-driven career in finance. Job Title: Financial Consulting...

  • Financial Consultant

    2 weeks 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...

  • 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...

  • AVP, Investment

    1 week ago


    Singapore Keppel (Fund Management & Investment) Full time

    Join to apply for the AVP, Investment role at Keppel (Fund Management & Investment) . This is a key role that manages the end-to-end investment process. The responsibilities include originating potential deals, structuring and executing deals, and contributing to maximizing risk-adjusted investment returns for the business. Key Responsibilities Source and...


  • Singapore Vision Advisory Management Full time

    Participate in investment research on investment managers and investment markets Tracking the organization's investment Prepare investment manager search reports Review daily investment trade activity Deliver investment advice and implementation support Provide clients with prospects with information on investments opportunities and make investment...