Financial Services Representative

2 hours ago

Singapore Stellar Financial Full time $80,000 - $120,000 per year

Roles and Responsibilities

Client Relationship Management & Consultation

  • Conduct 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 customized service.

  • Act as the primary point of contact for clients, addressing their questions and concerns in a timely and professional manner.

  • Educate clients on financial concepts, investment strategies, and market conditions.

Financial Planning & Analysis

  • Gather and analyze clients' priorities and objectives, personal information, financial information, including assets, liabilities, income, expenses, and risk tolerance. Client's current investment portfolio including any existing life policy.

  • Develop comprehensive and customized financial plans to meet client's priorities and objectives/needs covering retirement planning, education funding, estate planning, tax optimization, and risk management.

  • Present financial plans and investment proposals to clients in a clear and informed manner.

  • Implement the client's financial planning recommendations and update client regularly and follow up to completion of the financial planning process.

  • Conduct regular annual review to monitor the progress towards the client's objectives/goals.

  • Continue to service client for in-force policy request such as change of beneficiaries, address change, policy ownership change, premium finance transactions, policy loan, partial surrender, full surrender, etc.

On-going Monitor/Review Client's Situation

  • Conduct regular annual review for transfer-in and orphan policy.

  • Provide service to client for in-force policy request such as change of beneficiaries, address change, policy ownership change, premium finance transactions, policy loan, partial surrender, full surrender, etc.

Business Development & Compliance

  • Proactively seek and develop new client relationships through networking, introducers, seminars, and other marketing efforts.

  • Stay current with financial markets, industry trends, and regulatory changes.

  • Prepare pitch decks, proposals, and reports for prospective partners and clients.

  • Support in organising and executing partner events, training sessions, and industry networking engagements.

  • Verify and establish the true and full identity of client and ensure compliance with regulatory requirements.

  • Ensure all activities are in strict compliance with regulatory and company policies.

  • Maintain accurate and confidential client records.

Qualification and Skills:

  • Experience: 2+ years of proven experience in financial planning, wealth management or a related role.

  • Licensing: As per MAS requirements.

Skills:

  • Strong understanding of investment products, financial planning principles, and market dynamics.

  • Excellent interpersonal, communication, and presentation skills.

  • Proven ability to build trust and foster long-term client relationships.

  • Strong analytical and problem-solving abilities.

  • Self-motivated with a strong aptitude for sales and business development.

  • Proficiency in MS Office Suite.

  • Independent Financial Adviser Representative

    24 hours ago

    Singapore Avallis Financial Pte Ltd Full time

    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...

  • Financial Services Manager

    1 week ago

    Singapore PROFESSIONAL FINANCIAL ADVISORY SERVICES Full time

    At EVOL, we're changing the game in financial advisory-and we're looking for driven professionals to be part of that transformation. Whether you're an experienced advisor or a leader ready to groom the next generation, this is your chance to build a rewarding career with one of the world's most reputable financial institutions.Why Join Us? Prestigious...

  • Financial Advisor

    1 day ago

    Singapore TRUENORTH FINANCIAL ORGANISATION Full time

    Company Description TrueNorth Financial Organisation represents AIA Singapore, providing financial advisory services for individuals and corporations. Established in 1996, TrueNorth has received numerous awards, showcasing our excellence in the industry. We value a collaborative culture and believe in supporting each other to achieve personal and...

  • Client Service Representative

    1 week ago

    Singapore STONEX FINANCIAL PTE. LTD. Full time

    Class: Full-time AND Permanent Legal Entity: StoneX Financial Pte. Ltd. Company Overview Connecting clients to markets – and talent to opportunity. With 4,500+ employees and over 300,000 commercial, institutional, payments, and retail clients, we operate from more than 70 offices spread across six continents. As a Fortune 100, Nasdaq-listed provider, we...

  • Customer Financial Service Representative

    6 days ago

    Singapore PASONA SINGAPORE PTE. LTD. Full time $39,600 - $79,200 per year

    Position: Customer Financial Service Representative (Japanese Speaking) (Job ID: Attractice employee benefits AWS Variable Bonus Good career prospect Company: Logistics Location: Central East (Near MRT Station) Job Description: ➤Perform Collection and improve AR performance of APAC customers ➤Engage internal & external customers...

  • Financial Services Consultant

    5 days ago

    Singapore SURE Financial Group Full time

    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,...

  • Customer Financial Service Representative

    5 days ago

    Singapore PASONA SINGAPORE PTE. LTD. Full time

    Position: Customer Financial Service Representative (Japanese Speaking) (Job ID: 19809) Attractice employee benefits AWS + Variable Bonus Good career prospect Company: Logistics Location: Central East (Near MRT Station) Job Description: ➤Perform Collection and improve AR performance of APAC customers➤Engage internal & external customers (Sales,...

  • Financial Services Consultant

    3 days ago

    Singapore AIA FINANCIAL ADVISERS PRIVATE LIMITED Full time

    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** -...

  • Financial Planner

    2 weeks ago

    Singapore Financial Services Managers Association (FSMA) Full time $80,000 - $120,000 per year

    Fast Track to Financial Leadership: HSBC Life Financial Planner / Management Trainee (Investment)Are you ready to accelerate your career in the world of finance? HSBC Life is seeking ambitious Management Trainees to join our team and shape the future of wealth management. This isn't just a job; it's a launchpad to leadership, offering rapid career...

  • Sales Development Representative

    5 days ago

    Singapore ZM Financial Systems Full time

    Collaboration = Innovation One leads to the other. At Moody’s, we believe good teamwork gives us an edge. We foster a culture that thrives on diverse perspectives to overcome ever-changing market challenges. Join us and let’s move the world forward together. Department Sales OU L1-DL1 Role/Responsibilities The Sales Development Representative will...