Financial Services Consultant

1 week ago


Tampines, Singapore Lavoro Talento consultancy Full time

Balancing professional growth, financial expertise, and competitive rewards

We are actively seeking professionals in Singapore who are considering a mid-career switch to join us as a Financial Advisor. Whether you're looking to transition into a more meaningful role or further develop your career in the financial industry, this opportunity is tailored for individuals with diverse career backgrounds.

This role provides a flexible work arrangement, allowing you to gain crucial knowledge in financial planning. In addition, you'll enjoy competitive remuneration, and rest assured, comprehensive training and mentorship will be provided. Connect with us to embark on a fulfilling career in financial advisory.

**A day in the life of our Financial Advisor**:
Strategic Financial Planning: Understand the unique financial situations and goals of your clients to develop customized strategies that meet their evolving needs.

Insurance and Financial Advisory: Offer a comprehensive approach to insurance and financial planning, covering areas such as retirement, education, and investments, supported by our diverse product suite.

Financial Analysis: Prepare and present detailed financial summaries, investment reports, and income projections for clients.

Client Relationship Management: Foster strong relationships through regular reviews, adapting clients' financial plans to accommodate life changes.

Client Networking: Expand and strengthen your client base through effective networking and prospecting efforts.

**Benefits & Rewards**:
Tailored Training: Acquire essential CMFAS certifications and skills through structured courses, guided by dedicated managers.

Career Transition Support: Benefit from our specialized program designed to support professionals making a mid-career switch to the financial industry.

Competitive Rewards: Embrace our 'work hard, play hard' philosophy, with incentives for top performers.

Lucrative Income Structure: Earn an attractive income through a multi-layered incentive system, including commissions, performance incentives, annual bonuses, and exclusive incentive trips.

**Qualifications**:
Minimum 21 years old with a Polytechnic Diploma, GCE 'A' level Certification, or a Degree in any field.

Results-oriented & highly motivated.

Strong interpersonal skills with a passion for providing excellent service.

Ideal for Mid-Career Professionals:
Flexible Working Hours: Suitable for individuals considering a career transition.

Entrepreneurial Exposure: Gain experience in managing and growing your own financial advisory business.

Mentorship from Success Stories: Guided by mentors who successfully transitioned into the financial industry, some achieving remarkable success during their mid-career switch.

**Job Types**: Full-time, Permanent, Fresh graduate

Pay: $3,000.00 - $8,000.00 per month

**Benefits**:

- Additional leave
- Dental insurance
- Employee assistance programme
- Flexible schedule
- Health insurance
- Parental leave
- Professional development
- Work from home

Schedule:

- Holidays
- Monday to Friday
- Weekend availability

Supplemental Pay:

- Commission pay

Work Location: Hybrid remote in Singapore 528799



  • Tampines, Singapore Stevetay Group Full time

    We are the professional consultant representing the company to provide financial advisory services to our clientele. Our job is to analyze and manage our client's financial portfolio. Developing & maintaining long term relationship with the clients. The main mission of our team is to help our clients to grow and protect their assets through sales and...


  • Tampines, Singapore AIA Singapore Private Limited Full time

    Years of Working Experience: 0-1 years Job Description Tasks & responsibilities • Develop and maintain long term relationship with our clients • Provide Professional Financial Advisory Services to protect and grow our client's assets through the sales and marketing of AIA's range of products and services Qualifications & experience • Minimum full...


  • Tampines, Singapore Happy Forest Full time

    **Job Summary**: Embark on a fulfilling career with Happy Forest. We are currently seeking dedicated individuals for roles as Financial Advisors, Client Advisors, or Business Partners. This associate-level position promises excellent career progression within the realm of Financial Advisory Services. **Responsibilities**: - Deliver personalized financial...


  • Tampines, Singapore Income Insurance Limited Full time

    **Financial Consultant** **About the job** - A career that makes a difference._ Looking for an entrepreneurial role with flexibility and unlimited income potential? Whether you are a fresh graduate or an experienced professional looking for a change, join us to discover more about the career as a Financial Consultant. **Key responsibilities**: - Assess...


  • Tampines, Singapore QoShaoqun Full time

    Generation Wealth Alliance Job Title: Financial Trainee Are you at crossroads in your career seeking a new path filled with purpose and potential? If you are driven ,passionate about financial planning and ready to embark on a rewarding journey, we have the perfect opportunity for you. Our Commitment: Empowering Mid Career Transitions: We are dedicated...

  • Financial Consultant

    2 weeks ago


    Tampines, Singapore NTUC INCOME Full time

    Job Highlights Privilege of handling existing Customer accounts Full Mentorship Program with MDRT producers Managerial Career Progression within 3 years Why us - Privilege of handling existing Customer accounts - Full Mentorship Program with MDRT producers - Managerial Career Progression within 3 years - Attractive remuneration package + Perpetual...


  • Tampines, Singapore Desmond Teo Agency (An AIA Agency) Full time

    **Are you currently a Financial Advisor or Ex-Financial Advisor?** **Are you seeking a breakthrough from your current position?** **Are you tired of your relationship with your team?** **Are you looking for a change in company or team?** We are a growing team who understands and has been through your current awkward and tired situation. We would like to...


  • Tampines, Singapore Desmond Teo Agency (An AIA Agency) Full time

    **Are you currently a Financial Advisor or Ex-Financial Advisor?** **Are you seeking a breakthrough from your current position?** **Are you tired of your relationship with your team?** **Are you looking for a change in company or team?** We are a growing team who understands and has been through your current awkward and tired situation. We would like to...


  • Tampines, Singapore Moh Kok Heng & Associates Full time

    Company Moh Kok Heng & Associates Designation Financial Service Intern Date Listed 12 Nov 2024 Job Type Entry Level / Junior Executive - Intern/TS Job Period Immediate Start - Flexible End Profession Insurance Industry Insurance Location Name Tampines Grande, AIA Tampines, Tampines, Singapore Address 3 Tampines Grande, Singapore...


  • Tampines, Singapore ALMR Consulting Pte Ltd Full time

    **Key Responsibilities**: - Implement and manage security controls for investment banking systems. - Conduct threat modeling, penetration testing, and vulnerability assessments. - Design and enforce IAM (Identity & Access Management) policies. - Ensure compliance with MAS TRM, ISO 27001, and other banking regulations. - Work with SOC teams to investigate...