Client Adviser

**COMPANY DESCRIPTION** MoneyOwl is a uniquely Singaporean social enterprise; 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...

Income Insurance is Singapore's leading composite insurer, offering products and services that serve the protection, savings and investment needs of different life stages and for all segments of society. Income's innovative, data-driven and omni-channel approach puts us at the forefront of customer-centric solutions that meet rapidly evolving needs and...

1 year exp **Roles & Responsibilities** - As a trusted Financial Adviser, you carry the responsibility of advising your clients on all wealth matters to ensure that they achieve lifetime financial security and success. As your clients begin to recognise the positive impact you have on their lives, you will know you have succeeded professionally. - If you...

**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...

**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...

**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...

Chartwell Associates Pte Ltd is an established and independently owned financial advisory company that specialises in financial advice high net worth individuals living in Singapore. We are looking for senior financial advisers who have good experience in dealing with High Net Worth individuals and have experience in personal finance...

**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...

Are you an **experienced financial adviser**looking for the right platform to take your career to the next level? At **Global Financial Consultants**(GFC), we provide the infrastructure, support, and client network you need to maximize your earnings and expand your portfolio. **Global Financial Consultants (GFC)**is one of Singapore’s most venerable and...

**Job Description & Requirements**: A Para-Adviser (PA) is a professional supporting role to an established Financial Services Director in helping to streamline, increase efficiency, smoothen and delight client experience as they make financial planning decisions with the financial services director. PA provides complementary support functions in the full...

Are you looking for a **change **? Looking for a chance to use your **Skills **to help families secure their **financial freedom **? Well then, the role of a **Financial Adviser **is **the one for you! We are looking for individuals who: - Are willing to invest their time and skills to become a finance professional adept at helping clients plan, execute and...

**The Company Our client is a Property and Asset allocation in Singapore & Southeast Asia. Now is enlarge the business size and scope. **Job Responsibilities 1. To identify and develop new markets for expansion of business across Asia 2. Responsible for Educational enquiry for our company business. 3. Briefing the educational material to potential...

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...

Job Overview: Are you passionate about personal finance and eager to make a significant impact in people's lives? Join our dynamic team as a Financial Adviser, where you'll guide individuals, families, and businesses toward achieving their financial dreams. This is your chance to play a pivotal role in shaping financial strategies that lead to a secure and...

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...

You will be provided unlimited leads and will not need to prospect for new clients yourself. A full range of financial products to help clients manage their wealth and protection needs will be available to you. This includes insurance, unit trusts and loans. Flexible working hours with the ability to work from home. Perfect for working mothers who want...

**Your team**: - Banque Pictet & Cie S A is a leading financial institution offering private banking services, tailored solutions to high-net-worth individuals and families. Founded in 1805 and headquartered in Geneva, Switzerland, the Group is represented in 30 offices in financial centres worldwide. Pictet has been present in Singapore for more than 25...

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...

To oversee and be responsible for all aspects of the safety, health and environmental matters for the Project. To advise and report to Senior Management and support the Project to comply with its statutory obligations. - Advise and monitor safety and health aspects of the workplace and safe work practices. - Conduct, assist and review of risk assessments or...

Avallis Financial traces its roots back to 1997 when it was first established under the name of First Principal Financial. Building on our heritage as a leading pioneer in independent financial advisory in Singapore, today we continue to grow from strength to strength. Our success is underpinned by our belief in an open and transparent service model that...