Financial Planner
2 weeks ago
Description
Our client is a local bank
**Responsibilities**:
Face to face meetings with customers or tele-video calls for financial planning sessions
Leads are generated from the bank massive customer base. They have AI/algorithms to trigger a lead that the customer "might" be interested. e.g. if a customer is using the banks' online retirement calculator or if the customer has cash savings but not generating high returns
**Requirements**:
Fresh Grad or mid-career switchers are welcome to apply
Base Salary:
Diploma holder $2700-$2900/month (if less than 2 years experience)
Degree holder or higher experience $3000-$3400/month
Additional $300 per month for transport allowance once Financial Advisor license is obtained
Attention to :Vicky
EA Personnel No: R1876431
EA Personnel Name: Hailey Yang
-
Financial Planner
1 week ago
Singapore FORT FINANCIAL PTE. LTD. Full timeRoles & ResponsibilitiesJoin us as a Financial PlannerKickstart a career where you can empower others through tailored financial advice.Some careers grow faster than othersAs an HSBC Life Financial Planner, you'll help customers with their financial journey. You'll guide them in achieving their financial goals, no matter what they are. You'll support them in...
-
Financial Planner
1 week ago
Singapore FORT FINANCIAL PTE. LTD. Full timeRoles & ResponsibilitiesJoin us as a Financial PlannerKickstart a career where you can empower others through tailored financial advice.Some careers grow faster than othersAs an HSBC Life Financial Planner, you'll help customers with their financial journey. You'll guide them in achieving their financial goals, no matter what they are. You'll support them in...
-
Financial Para-planner
2 weeks ago
Singapore GLOBAL FINANCIAL CONSULTANTS PTE. LTD. Full timeGlobal 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...
-
Financial Para-planner
2 weeks ago
Singapore GLOBAL FINANCIAL CONSULTANTS PTE. LTD. Full timeGlobal 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...
-
Financial Planner
1 week ago
Singapore Manulife Financial Advisers Full timeAre you an ambitious financial professional looking to elevate your career? Join us for professional and personal development while making a meaningful impact in the lives of our clients. Established in 1899, Manulife Singapore has been assigned an insurer financial strength rating of AA- with a stable outlook by S&P Global ratings. **Key...
-
Financial Planner
7 days ago
Singapore beBee Careers Full timeRole Overview: As a Financial Planner, you will play a key role in developing and implementing financial strategies for individuals and small businesses. You will work closely with our clients to understand their financial goals and develop tailored solutions to achieve them.Develop and implement financial strategies for individuals and small...
-
Financial Planner
10 hours ago
Singapore Singapore Full timeLooking to hire Financial Planner (5 slots available) Office in CBD area Job scope : Sales, Client relationships building, Insurance and Investments, Retirement/Financial/Estate/Protection Plannings. Perks: Travel opportunity yearly Good working environment Clear career progression Professional training **JOB REQUIREMENT** Min required qualification :...
-
Financial Planner Pro
21 hours ago
Singapore beBee Careers Full timeUnlock your potential as a Financial Planner and help clients build secure financial futures.Job Description:As a Financial Planner, you will be responsible for developing and implementing personalized financial strategies that meet the unique needs of our clients. This may involve conducting financial assessments, identifying areas for improvement, and...
-
Financial Planner Position Available
1 week ago
Singapore beBee Careers Full timeFinancial Planner Position Available**Key Responsibilities**As a financial planner, you will have the opportunity to work with a diverse range of clients, providing tailored advice on investments, risk management, and wealth accumulation. With a passion for delivering exceptional client service, you will be expected to build strong relationships with clients...
-
Financial Planner and Analyst
7 days ago
Singapore beBee Careers Full timeWe are looking for a highly skilled Financial Planner and Analyst to join our team. As a Financial Planner and Analyst, you will be responsible for developing and maintaining financial models and forecasts, analyzing financial performance and market trends, and preparing comprehensive financial reports.The successful candidate will have a Bachelor's Degree...