Bank Financial Planner

**Role & Responsibilities**: - Adopting the needs based approach to provide solutions to meet customers financial needs - Develop and implement wealth preservation and wealth accumulation plans - Build and establish customer relationships - **Develop new customer relationships**: - Ensure all operational transactions are executed expeditiously with minimum...

Global 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...

Global 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...

**Role & Responsibilities**: - Adopting the needs based approach to provide solutions to meet customers financial needs - Develop and implement wealth preservation and wealth accumulation plans - Build and establish customer relationships - **Develop new customer relationships**: - Ensure all operational transactions are executed expeditiously with minimum...

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 ratings. **Key...

Hey there, Financial Wizards! Are you looking for a thrilling new challenge? Look no further than our Financial Planner position! We are on the hunt for bright, hardworking, and approachable individuals who are ready to take the financial world by storm. As a Financial Planner, you will be taking a holistic approach to: - Manage your clients' financial...

Roles & ResponsibilitiesResponsibilities:Understand and address your clients' needs for income protection, savings and investments, healthcare, retirement, business continuity and estate distribution. Provide continual and extra-mile services and support to clients, assisting to achieve their financial needs through different stages of their lives. Acquire...

Business Function Group Technology and Operations (T&O) enables and empowers the bank with an efficient, nimble and resilient infrastructure through a strategic focus on productivity, quality & control, technology, people capability and innovation. In Group T&O, we manage the majority of the Bank's operational processes and inspire to delight our business...

Roles & ResponsibilitiesJob Responsibilities:Do you wish to be a well respected financial planner and make a difference? Client Consultation: Understand their financial goals, needs, and current financial situation. Conduct comprehensive financial assessments, analyzing income, expenses, investments, debts, and risk factors. Financial Planning: Based on...

About the Role:We are seeking a Senior Financial Planner to join our team at EZSVS SINGAPORE(PTE.) LTD. In this role, you will be responsible for conducting financial modeling, variance analysis, and performance reviews.The ideal candidate will have a Bachelor's Degree in Finance, Accountancy, or related field and minimum 7 years of finance experience, with...

Business FunctionGroup Technology enables and empowers the bank with an efficient, nimble and resilient infrastructure through a strategic focus on productivity, quality & control, technology, people capability and innovation. In Group Technology, we manage the majority of the Bank's processes and inspire to delight our business partners through our multiple...

Transformative LeadershipWe are seeking a visionary leader to drive the transformation of MUFG's Transaction Banking Asia Pacific (TBOA) engagement of Trade Finance products with Financial Institutions. As a key member of the leadership team, you will be responsible for developing and implementing strategies to drive innovation, growth, and customer...

Hey there, Financial Wizards! Are you looking for a thrilling new challenge? Look no further than our Financial Planner position! We are on the hunt for bright, hardworking, and approachable individuals who are ready to take the financial world by storm. As a Financial Planner, you will be taking a holistic approach to: - Manage your clients' financial...

SBS Transit Ltd is seeking a Lead Financial Planner to contribute to driving financial performance through budgeting, forecasting, and financial planning & analysis.This is an exciting opportunity for a Finance professional to join a leading public transport operator in Singapore and make a significant contribution to our financial future.The successful...

Description Our client is a local bank **Responsibilities**: Face to face meetings with customers or tele-video calls for financial planning sessions Leads are generated from the bank massive customer base. They have AI/algorithms to trigger a lead that the customer "might" be interested. e.g. if a customer is using the banks' online retirement calculator...

Roles & ResponsibilitiesJob DescriptionWe are seeking a Wealth Planner with expertise in working with Ultra High-Net-Worth individuals and extensive experience in philanthropic planning. The ideal candidate will have an established portfolio of clients that they can transition to our firm, with a proven track record in offering bespoke financial solutions...

Alliance Organisation an agency unit representing AXA Insurance Pte Ltd (Reg. No. 199903512M) is now part of HSBC Group A Financial Planner like any self-employed business owner has multiple hats to wear. The learning curve for providing financial services is extremely steep. Plus, the need to learn entrepreneurship is mind blowing. Running an effective...

**Description**: - Responsible for the daily marketing of new customer, mainly focus on Chinese and foreign banks, and sovereign institutions (including market infrastructure institutions and sovereign institutions), and conduct cooperation of various businesses including deposits and loans. - Promote cross-selling of all products for financial institution...

**Bancassurance Advisor/Counsellor (Premier Banking), Group Consumer Financial Services** **-** **(**2500001Q**)** **Roles & Responsibilities**: - Provide advisory services on High Net-Worth insurance and other suitable Premier Bancassurance products - Joint collaboration with Premier Banking RMs on client meetings, and proposals preparation - Conduct...

**Job Location : Central, Singapore** **Job Highlights : Flexible working hours, High Remuneration, No experience needed, Great career growth & development **Duties** - Source and develop a network of mass affluent or high net worth clients - Analyse and evaluate the client’s financial portfolio - Conduct Financial Needs Analysis and recommend appropriate...