
Portfolio Adviser
5 days ago
You will need the follow traits and ability:
- Excited to meet new clients assigned by company;
- Ability to bring in new clients through referrals or existing networks;
- Able to examine budgets for clients to achieve short-term and long-term savings strategies and investment objectives;
- Assisting clients in making financial plans for retirement, education and legacy objectives;
- Providing education to clients regarding investment and insurance choices and the related advantages and risks involved;
- Providing financial guidance for important life events, such as having children or marriage
- Conducting research and investigating various investment options;
- Supervising client accounts for possible investment modifications to accommodate a change in risk behaviour or enhance financial performance;
- Assisting in the clients' estate's management and tax planning is a plus.
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Financial Adviser
7 days ago
Singapore EUROPA CAPITAL PTE. LTD. Full timeJob Overview: Are you passionate about personal finance and eager to make a significant impact in people's lives? Join our dynamic team as a Financial Adviser, where you'll guide individuals, families, and businesses toward achieving their financial dreams. This is your chance to play a pivotal role in shaping financial strategies that lead to a secure and...
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Independent Financial Adviser Representative
3 days ago
Singapore Avallis Financial Pte Ltd Full timeAvallis 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...
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Portfolio Manager
5 days ago
Singapore In.Corp Global Pte Ltd Full timesingapore - Join our rapidly expanding team. We are looking for a **Portfolio Manager** to join our Business Development team in Singapore.**Duties and Responsibilities**: - Working hand in hand with Business Development Managers to nurture new client relationships into long term relationships and increasing touch points to all clients of the group. -...
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Financial Adviser
5 days ago
Singapore STAR CAREER CONSULTING PTE. LTD. Full timeOverview Wealth Manager Become a part of our team and start a fulfilling career where you'll make a real difference in the lives of your clients. We are dedicated to delivering exceptional financial guidance and services, empowering our clients to reach their financial goals and ensure a secured future. If you love making a positive impact and enjoy working...
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Intern - CIO - Advisory Portfolio Management
4 days ago
BOS Singapore OCBC Full time $60,000 - $120,000 per yearBank of Singapore opens doors to new opportunities.At Bank of Singapore, we are constantly on the lookout for exceptional individuals to join our team. We promote a culture of openness, teamwork and fairness. Most importantly, we invest in our people through our programmes that develop them on both professional and personal levels. Besides attractive...
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Financial Adviser
6 days ago
Singapore STAR CAREER CONSULTING PTE. LTD. Full time $80,000 - $120,000 per yearWealth Manager Role: Become a part of our team and start a fulfilling career where you'll make a real difference in the lives of your clients. We are dedicated to delivering exceptional financial guidance and services, empowering our clients to reach their financial goals and ensure a secured future. If you love making a positive impact and...
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Financial Adviser
2 days ago
Singapore STAR CAREER CONSULTING PTE. LTD. Full time $60,000 - $120,000 per yearWealth ManagerRole:Become a part of our team and start a fulfilling career where you'll make a real difference in the lives of your clients. We are dedicated to delivering exceptional financial guidance and services, empowering our clients to reach their financial goals and ensure a secured future.If you love making a positive impact and enjoy working in a...
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Nbs Technical Adviser Carbon Accounting
5 days ago
Singapore Shell Full time**The Role**: **This is an exciting opportunity for you to work in a rapidly evolving business area wherein you will demonstrate progress in building our capability and deployment of carbon accounting and models at scale to promote portfolio and business growth and reduce associated uncertainty in our measurement reporting and verification of carbon...
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Travel Adviser
7 days ago
Singapore TIRUN TRAVEL MARKETING PTE. LTD. Full time**Working Schedule**: - **The position operates on a five-day work week.**: - **An off-day during the weekdays is granted for every weekend day worked.** **Position Overview** This role represents a dynamic opportunity for a customer-centric professional to deliver superior travel services through comprehensive customer engagement, strategic account...
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Portfolio Manager
7 days ago
Singapore JLL Full timeAbout JLL - We’re JLL—a leading professional services and investment management firm specializing in real estate. We have operations in over 80 countries and a workforce of over 91,000 individuals around the world who help real estate owners, occupiers and investors achieve their business ambitions. As a global Fortune 500 company, we also have an...