Financial Consultant

6 days ago

Singapore PRUDENTIAL FINANCIAL ADVISERS SINGAPORE PTE. LTD. Full time

Job Profile Summary:
You will provide sound insurance and reliable financial advice to clients by analyzing their financial needs and exceeding their service expectations.

**Job Description**:

- Build and maintain clientele database
- Establish Clients’ financial objectives through Fact Find
- Analyse Clients’ data and determine suitable strategies to meet clients’ financial objectives
- Establish and maintain a long-term relationship with clients through periodic follow-up and reviews
- Adherence to a tight compliance regime in order to provide sound financial advice to clients

Who we are looking for:
Competencies & Personal Traits
- Exhibit ability to deliver effective communication and excellent interpersonal skills
- Possess strong leadership qualities and a mind towards excellence
- Analytical and strong problem solving abilities
- Dynamic individual who strives in fast moving environment
- Willing to network amongst business associates
- Dynamic and want to build a long term career in the Financial Industry in Singapore
- 21 years old and above, as per regulatory requirement

Professional Qualifications
- Possess CMFAS M5, M9, and HI certifications

Education

GCE ‘A’ level, International Baccalaureate Diploma qualification or Diploma awarded by a Polytechnic in Singapore or equivalent

  • Financial Consultant

    2 weeks ago

    Singapore PromiseLand Financial Advisory Full time

    Overview 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

    2 days ago

    Singapore STRATEGIC PARTNERS FINANCIAL SERVICES PTE. LTD. Full time

    Strategic 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

    6 hours ago

    Singapore STRATEGIC PARTNERS FINANCIAL SERVICES PTE. LTD. Full time $60,000 - $100,000 per year

    Strategic 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 time

    Roles & Responsibilities Strategic 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,...

  • Financial Consultants

    2 weeks ago

    Singapore STRATEGIC PARTNERS FINANCIAL SERVICES PTE. LTD. Full time

    Roles & 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 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...

  • Financial Consultant

    2 days ago

    Singapore Pinnacle Financial Group Full time

    **Key Roles** - Provide Financial Planning Services. - Distribute wide range of Financial Products for Investment and Insurance. - Acquire, Advise and Accompany Clients in their Life’s Financial Journey. - Provide the best accountability, experience, service and follow up **Career Requirements** - Excellent communication and interpersonal skills -...

  • Financial Consultant

    6 days ago

    Singapore PromiseLand Financial Advisory Full time

    Overview 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 Consultant

    2 weeks ago

    Singapore PROMISELAND FINANCIAL ADVISORY PTE. LTD. Full time

    Responsibility - Assessing the financial needs of individuals or businesses and assisting them in making investment decisions. - Developing financial plans that meet clients' short-term and long-term goals. - Maintaining an extensive understanding of current market conditions, evolving financial products and economic trends. - Providing strategic advice...

  • Financial Services Consultant

    7 days ago

    Singapore SURE Financial Group Full time

    To help you succeed in your career, you will join our training program curated to suit individuals learning pace - Understand client’s financial needs and provide solutions to start them off on the right path of their financial habits - Lead generation platforms available for you to work on as well. No roadshows needed! - Incentive trips includes Shanghai,...