
Client Adviser
2 weeks ago
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 empower better financial well-being.
Income was established in 1970 and remains the only insurance co-operative in Singapore. We are committed to create a positive social impact through our products, services and people. Today, we insure close to 1.7 million lives in Singapore across life, health and general insurance. Our financial strength and diversified investment portfolio is reflected by our strong credit ratings which underpin the delivery of our commitment to customers.
With a monthly paid salary, employee benefits and Induction trainers to impart their skills, we fully equip you to embark on a career of financial advisory, Made Yours
As part of our multi-channel distribution strategy, you will be in the forefront to provide our customers with financial and life protection solutions. Not just a regular salesperson, you will represent us as a passionate, honest and professional adviser. With a steady stream of referrals from our direct marketing and servicing teams, you will have no lack of sales opportunities. You enjoy conducting financial needs analysis for the customers and provide them sound advice on the best financial products that meets their needs
**You will be required to**:
- Provide sound financial advice with proper fact-finding and review of customers financial goals
- Maintain long-lasting relationships with both existing and potential customers
- Capitalize on sales opportunities via customer events, financial reviews and branch engagement activities
- Increase our customer base by proactively acting on leads from our database and setting up appointments with potential customers
- Ensure sales conversion by capitalizing on referrals from Branch Services colleagues
**To join us as a Client Advisor, you will need**:
- No prior experience
- Have obtained at least a full certificate in GCE A levels, diploma or degree in any field
- CMFAS certifications M5, M9, M9A, HI, BCP, PGI preferred, but not necessary
- Enjoy seeing tangible results of your hard work, and motivated by performance-based incentive structures
- Have good interpersonal skills and be passionate about helping customers achieve greater financial competency
-
(Associate) Client Adviser
3 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...
-
Financial Advisers
3 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...
-
Financial Adviser
22 hours 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...
-
Client Adviser
7 days ago
Singapore ASPIRE ALLIANCE (PTE.) LTD. Full time**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...
-
Financial Adviser
6 days 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...
-
Financial Adviser
1 week 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...
-
Financial Adviser
2 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? -...
-
Adviser (Para Planner)
6 days 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...
-
Financial Adviser
3 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...
-
Financial Adviser
1 week ago
Singapore EL-MANDATE ADVISORY PTE. LTD. Full timeAre 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...