
Personal Financial Consultant
7 days ago
**Company Description**
RHB Singapore is a progressive and growing financial organization. We are committed to creating a fulfilling, dynamic and engaging work environment for our team of more than 15,000 employees across nine locations in ASEAN, China and Hong Kong.
- Providing financial advisory to clients offering wealth management solution including insurance, unit trusts, FX and deposits
- Take a consultative approach to understandi every client's needs and recommending the right solutions to solve their financial problems and achieve financial freedom
- Cross-selling of full range wealth management products to meet customers’ needs
- Providing clients with timely information and advice to their financial needs
- To engage customers through branch banking, tele-appointments, customer referrals.
- Cultivate partnerships with segment partners to obtain and provide referrals
- Proactively develop and establish long term relationships with clients and provide good after-sales service to them\
- Establish new relationships and manage existing relationship to generate new AUM
**Qualifications**
- Degree or Diploma in Banking/Business Administration/Economics or related qualifications
- Fresh graduates are welcome to apply
- Minimum 1-2 years relevant sales experience for Senior PFC
- Self-driven, highly motivated, thrive on challenges and able to work as a team player
- Strong understanding in investment and insurance products is an added advantage
- Strong understanding of financial compliance and regulatory requirements in Singapore is an added advantage
- Preferably possesses CMFAS M5, M8, M8A, M9, M9A & HI certificates
**Additional Information**
RHB is a dynamic organization that promotes a work culture of high performance, where its biggest asset, the RHB-ians, are continuously developed & nurtured to their fullest potential through its robust talent management practices.
At RHB, we take PRIDE in our people and our teams. Great relationships built on trust, a 'leading it right’ environment, challenging assignments and a culture of excellence are the pillars to the dynamic and diversified workplace we call home.
-
Financial Consultant
2 weeks ago
Singapore PromiseLand Financial Advisory Full timeOverview Financial Consultant (Mid-Career Switch Opportunity) – Take Control of Your Time, Income, and Career Growth as a Digital Wealth Consultant. We are actively seeking motivated individuals to join our team, including existing financial advisers, insurance specialists/agents, bankers, bancassurance professionals, or professionals seeking autonomy in...
-
Personal Financial Consultant
7 days ago
Singapore OVERSEA-CHINESE BANKING CORPORATION LIMITED Full timeOCBC opens doors to new opportunities. Start your career with OCBC as a Personal Financial Consultant !At OCBC we are constantly on the lookout for exceptional individuals to join our team. As Singapore’s longest established local
-
Senior Personal Financial Consultant
21 hours ago
Central Singapore Emprego SG Full time**Location** Singapore, Central Singapore **Job Type** Permanent **Salary** $3,300 - $4,500 Per Month **Date Posted** 2 hours ago Additional Details **Job ID** 107462 **Job Views** 1 **Job Description**: Roles & Responsibilities **OCBC opens doors to new opportunities.** **Start your career with OCBC as a Personal Financial Consultant!** At...
-
Financial Consultant
21 hours ago
Singapore SYNERGY FINANCIAL ADVISERS LTD. Full timeTo service clients who are - requesting financial planning services, - providing wholesome advice including: - Personal Financial Planning, - Personal Will and Estate Planning, - HNWI Planning - GI Insurance - A Degree or A Diploma - Mature and Outgoing - Excellent communication and sales skills.
-
Senior Personal Financial Consultant
7 days ago
Singapore OVERSEA-CHINESE BANKING CORPORATION LIMITED Full timeOCBC opens doors to new opportunities. Start your career with OCBC as a Senior Personal Financial Consultant !At OCBC we are constantly on the lookout for exceptional individuals to join our team. As Singapore’s longest established local
-
Financial Consultant
7 days ago
Singapore PromiseLand Financial Advisory Full timeOverview Financial Consultant (Mid-Career Switch Opportunity) – Take Control of Your Time, Income, and Career Growth as a Digital Wealth Consultant. We are actively seeking motivated individuals to join our team, including existing financial advisers, insurance specialists/agents, bankers, bancassurance professionals, or professionals seeking autonomy in...
-
Financial Consultants
3 days ago
Singapore STRATEGIC PARTNERS FINANCIAL SERVICES PTE. LTD. Full timeStrategic Partners is a group of agency units of Prudential Assurance Company Singapore (and a registered company of JLim Organisation). Company Highlights We believe in mutual respect, support and sharing of the fruits of our labour. We focus on developing and enhancing each team member's strengths for entrepreneurship, creativity and productivity. We...
-
Financial Consultants
1 day ago
Singapore STRATEGIC PARTNERS FINANCIAL SERVICES PTE. LTD. Full time $60,000 - $100,000 per yearStrategic Partners is a group of agency units of Prudential Assurance Company Singapore (and a registered company of JLim Organisation). Company Highlights We believe in mutual respect, support and sharing of the fruits of our labour. We focus on developing and enhancing each team member's strengths for entrepreneurship, creativity and...
-
Financial Consultants
2 weeks ago
Singapore STRATEGIC PARTNERS FINANCIAL SERVICES PTE. LTD. Full timeRoles & ResponsibilitiesStrategic Partners is a group of agency units of Prudential Assurance Company Singapore (and a registered company of JLim Organisation).Company HighlightsWe believe in mutual respect, support and sharing of the fruits of our labour.We focus on developing and enhancing each team member's strengths for entrepreneurship, creativity and...
-
Financial Consultant
1 week ago
Singapore Eternal Financial Advisory Pte Ltd Full timeWe 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...