Financial Services Manager

Roles and ResponsibilitiesClient Relationship Management & ConsultationConduct in-depth consultations with prospective and existing clients to understand their priorities and financial objectives/needs, risk tolerance, and life circumstances.Build and cultivate long-term client relationships through proactive communication, regular portfolio reviews, and...

We are looking for motivated and driven individuals to join our team as Financial Advisors. In this role, you will provide clients with personalized financial guidance, helping them achieve their life goals through sound financial planning, risk management, and wealth-building strategies.This is an exciting opportunity for individuals who are passionate...

Direct message the job poster from Great Eastern Financial Advisers (GEFA)Senior Manager, SAFVC, Grassroots Member Company Description Great Eastern Financial Advisers (GEFA) is a financial advisory firm wholly owned by Great Eastern Holdings Limited. Founded in 1908, Great Eastern is the oldest and most established life insurance group in Singapore and...

About the Role SWIFT provides the platform, messaging, standards, and products & services to over 11.000 customers in more than 200 countries and territories. Our employees are the foundation of this success. SWIFT has an unique corporate mindset, where diversity, personal development and networking are actively encouraged. And we think you'll like our...

**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...

To help you succeed in your career, you will join our training program curated to suit individuals learning pace - Understand client’s financial needs and provide solutions to start them off on the right path of their financial habits - Lead generation platforms available for you to work on as well. No roadshows needed! - Incentive trips includes Shanghai,...

Providing financial advice based on clients’ financial and protection needs - Providing recommendation to clients on wealth accumulation and legacy planning - Providing corporate solutions for business entities - Delivering a high level of professional customer service to customers - Building and cultivating client relationships **Job Requirements** -...

Individual to be involved in: 1.Managing and administering financial software systems such as Client Relationship Management. 2.Ensuring the accuracy, integrity, and security of financial data is a critical responsibility. This includes tasks such as data entry, data validation, data reconciliation, and data backup. 3.Identifying inefficiencies in financial...

Brief overviewDM Financial ("DM") is a professional services firm with offices in Singapore, Ireland, Cayman Islands, Netherlands, Bulgaria, Luxembourg and United Kingdom. We provide specialised accounting services to investment vehicles which have combined asset values of approximately US$848bn. Our range of clients, complexity of client investments,...

Job Summary:The Head of Financial Management is responsible for overseeing the financial health of the organization. This role involves strategic planning, financial analysis, budgeting, forecasting, and ensuring compliance with financial regulations. The ideal candidate will be a strategic thinker with strong leadership skills and deep expertise in...