
Financial Consultant
1 week ago
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
7 days ago
Singapore Js Jireh Financial Full timeAt JS Jireh, we maintain high quality advice, persistency ratios and compliance to ensure that we continue to develop and deliver quality solutions to our clients. We support our teams by equipping them with the necessary knowledge and skills needed to succeed in their role. Our team comprises of individuals who have remained in our team for many years as...
-
Financial Consultants
2 weeks ago
Singapore STRATEGIC PARTNERS FINANCIAL SERVICES PTE. LTD. Full timeStrategic 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
1 week ago
Singapore STRATEGIC PARTNERS FINANCIAL SERVICES PTE. LTD. Full time $60,000 - $100,000 per yearStrategic 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 Services Consultant
5 days ago
Singapore INFINITUM FINANCIAL ADVISORY PTE. LTD. Full time**Are you looking to be a financial service professional in a leading multiple provider Financial Advisory firm? **Job Highlights** - Fulfilling Career with Attractive Remuneration Model - Exciting Career Progression and Developmental Pathway - Flexible Hours & Work Life Balance **Responsibilities** - Develop new client relationships and maintain...
-
Financial Consultant
2 days ago
Singapore Avallis Financial Full timeAre you looking to build a strong career progression in the financial advisory industry? - Are you looking to have a high income far exceeding your peers? - Are you driven and self-motivated for success? If so, then we are looking for you! Avallis Financial is an independent financial advisory firm in Singapore that was established in 1997. Our focus is on...
-
Financial Consultants
3 weeks ago
Singapore STRATEGIC PARTNERS FINANCIAL SERVICES PTE. LTD. Full timeRoles & 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
7 days ago
Singapore Eternal Financial Advisory Pte Ltd Full timeWill be committed to developing a career in financial services. - Should be immediately impressive, confident and articulate as well as self-disciplined and ambitious. - High degree of self-motivation and enthusiasism,determined, diligent,be people and results-oriented, and have excellent interpersonal, persuasive and communication skills. - Self-starter...
-
Financial Consultant
7 days ago
Singapore Eternal Financial Advisory Pte Ltd Full timeWe 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 weeks 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
1 week ago
Singapore SYNERGY FINANCIAL ADVISERS LTD. Full timeTo service clients who are - requesting financial planning services, - providing wholesome advice including: - Personal Financial Planning, - Personal Will and Estate Planning, - HNWI Planning - GI Insurance - A Degree or A Diploma - Mature and Outgoing - Excellent communication and sales skills.