
Client Adviser
2 weeks ago
**Responsibilities and Duties
- Analyse and evaluate the client’s financial portfolio
- Conduct Financial Needs Analysis and recommend appropriate solutions.
- Research the marketplace and design financial strategies
- Conduct monthly portfolio valuation review meetings
- Prepare and recommend comprehensive financial plans to assist clients in reaching their financial goals at various stages in their lives
**Qualifications and Skills
- Minimum Diploma of any discipline
- Experienced in Fundamental and Technical analysis of derivatives will be an advantage.
- Good personality with excellent communication and interpersonal skills
- Team player, who is committed and self-driven, with the ability to respond positively to client request for assistance.
- Proven Ability to conduct seminars and workshops
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Client Adviser/associate Adviser
4 days ago
Singapore HYPERSCAL SOLUTIONS PTE. LTD. Full time**COMPANY DESCRIPTION** MoneyOwl is a financial adviser and fund management company licensed by the MAS. We aim to empower consumers to live life to the full by helping them make wise money decisions easily and confidently. We are Singapore’s 1st Bionic Financial Adviser! To be Bionic means to have the best of both worlds - humans and technology. Both...
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Client Adviser
2 hours ago
Singapore Income Insurance Limited Full timeAbout the role As a Client Adviser at Income Insurance Limited, you will play a vital role in providing personalised financial advice and support to our valued customers. This full-time position offers you the opportunity to build lasting relationships with clients and contribute to the ongoing success of our company. What you'll be doing Proactively engage...
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(Associate) Client Adviser
7 days ago
Singapore HYPERSCAL SOLUTIONS PTE. LTD. Full time**COMPANY DESCRIPTION** MoneyOwl is a financial adviser and fund management company licensed by the MAS. We aim to empower consumers to live life to the full by helping them make wise money decisions easily and confidently. We are Singapore’s 1st Bionic Financial Adviser! To be Bionic means to have the best of both worlds - humans and technology. Both...
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Financial Advisers
7 days ago
Singapore IFAMatch Full timeOur Client has an opportunity for Singapore based financial advisers to join their team. Advisers who can relocate to Singapore are also invited to apply. Roles are employed with a salary plus comms. **Job Detail**: **The Company** Our Client is directly authorised by the Monetary Authority of Singapore (MAS) and is a specialist wealth management firm...
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Financial Adviser
5 days ago
Singapore St. James's Place Group Full timeFinancial Adviser / Consultant (Based in Singapore)Financial Adviser / Consultant (Based in Singapore)1 day ago Be among the first 25 applicants Join our elite financial advisory team at St. James's Place, a globally recognised leader in wealth management As a Financial Adviser, you'll enjoy the autonomy to unlock your full potential and cultivate your own...
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Financial Adviser
1 week ago
Singapore THE DSGN CORP PTE. LTD. Full time**We're Hiring! Join Our Team as a Financial Advisor** Are you looking to kickstart a rewarding career in financial planning and advising? We’re seeking motivated individuals to join our dynamic team! **Requirements**: Diploma or Degree from a recognized institution (any major welcome!) Strong communication and customer service skills Passion for...
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Financial Adviser
2 weeks ago
Singapore LIXTUS PRIVATE LIMITED Full time**WE'RE EXPANDING OUR TEAM! **Financial Adviser Wanted** Are you looking for a rewarding career where you can make a difference AND earn great income? Join our growing team of Financial Advisers! We're looking for driven, passionate individuals to help clients protect what matters most. **What We Provide**: Competitive commission structure Ongoing...
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Financial Adviser
6 days ago
Singapore ALVIN WANG INVESTMENTS PTE. LTD. Full time**Financial Adviser** Choosing this career can make a massive impact on your life in the next 5 to 10 years, as all the success stories of our top financial advisers and wealth managers have shown. How do you know if this is the right opportunity for you? Ask yourself: - Want to earn unrestricted and multiple streams of income based on your performance? -...
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Adviser (Para Planner)
1 week ago
Singapore LIFE PLANNING ASSOCIATES PRIVATE LIMITED Full time**Para Planners**: Tired of quotas and being pressured into making financial services sales? Support our senior advisers by laying a solid foundation of client financial data and analysis. This unique opportunity allows you to learn the ropes of LPA’s financial advisory experience first-hand. You will shadow and support the senior advisers in servicing...
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Financial Adviser
7 days ago
Singapore IPP FINANCIAL ADVISERS PTE. LTD. Full timeIPP have been providing quality financial advice in Singapore since 1983. The Expat Advisory Group, a specialist division within the Company are seeking experienced financial advisers to join their expanding team. Only the most motivated, highly driven and successful need apply. Relevant tertiary educational qualifications (or equivalent to meet FAA Minimum...