Financial Advisor
5 days ago
**RK Associates** is a premier insurance agency based in Singapore, founded in 2003. With a strong focus on personal financial planning and strategies, we specialize in providing customized solutions to meet the unique needs of our clients. Our team of experts is dedicated to helping individuals and businesses achieve their financial goals through comprehensive planning and sound advice.
**What you will be doing**:
- **Financial Analysis**: Develop the skills to assess the financial conditions of clients, create and interpret financial summaries, analyze investment reports, and project income.
- **Financial Planning**: Create customized financial plans tailored to meet the individual needs, goals, risk tolerance, and timeframe of each client.
- **Client Relationship Management**: Connect with people from all walks of life and build strong relationships with clients through all their milestones in life.
**What you can expect**
- **Training and mentorship**: Learn from mentors with more than 20 years of experience in the field
- **Attractive rewards and incentives**: Gain unlimited earnings through a comprehensive incentive structure, encompassing commissions, performance incentives, yearly bonuses, and exclusive incentive travel opportunities.
- **Flexible working hours**: Ideal for university students balancing studies and work.
- **Valuable Skills**: Gain skills and knowledge to help your clients AND yourself reach the stage of financial freedom
**Requirements**:
- 21 years old and above
- Minimum GCE 'A' Level certification or a diploma in any field
- Undergrads and NSFs are welcomed
- Result-oriented and highly-motivated
- Approachable and strong interpersonal skills is a plus
- Able to speak both English and Mandarin
**Job Types**: Full-time, Part-time, Permanent, Fresh graduate, Freelance, Student job
**Salary**: $4,000.00 - $15,000.00 per month
**Benefits**:
- Employee assistance programme
- Flexible schedule
- Health insurance
- Professional development
- Promotion to permanent employee
- Work from home
Schedule:
- Monday to Friday
- Weekend availability
Work Location: Hybrid remote in Singapore 228241
-
Financial Advisor
7 days ago
Newton, Singapore Cornerstone Advisory Pte Ltd Full timeJob Title: Financial Advisor/Estate Planner/Wealth Manager **Requirements**: Local Diploma/A Levels/Bachlors Degree in any Field Keen to learn, have a positive growth mindset, willing to put in the work Can work independently without much supervision **Job Description**: - Financial planning and wealth management - Client servicing - Will writing -...
-
Financial Advisor
1 week ago
Newton, Singapore Phare Venture Full time**Work-life balance, essential financial knowledge, attractive remunerations** This role offers flexible work arrangement, equipping you with essential knowledge on financial planning, along with attractive remunerations. Fret not, training & mentorship will be provided. Connect with us and explore a fulfilling career in financial advisory. Mid-career...
-
Financial Advisor
2 weeks ago
Newton, Singapore Phare Venture Full time**Work-life balance, essential financial knowledge, attractive remunerations** This role offers flexible work arrangement, equipping you with essential knowledge on financial planning, along with attractive remunerations. Fret not, training & mentorship will be provided. Connect with us and explore a fulfilling career in financial advisory. **A day in the...
-
Financial Advisor
5 days ago
Newton, Singapore Phare Venture Full time**Work-life balance, essential financial knowledge, attractive remuneration** This role offers flexible work arrangement, equipping you with essential knowledge on financial planning, along with attractive remuneration. Fret not, training and mentorship will be provided. Connect with us and explore a fulfilling career in financial advisory. Fresh graduates...
-
Sales Advisor
1 week ago
Newton, Singapore Prudential Assurance Company Eminence Group Full timeSales Advisors Feeling tired of your current job? Currently studying and hoping to earn extra income? Need to provide a strong financial security for your loved ones? Look no further, this role may be just what you need. We are currently looking for potential advisors to join our growing team. Job Duties: - Prospecting of clients - Assessing client's...
-
Financial Analyst
5 days ago
Newton, Singapore WealthAsia Full timeAs a Wealth Management Associate at WealthAsia, you will play a crucial role in assisting our clients in achieving their financial goals and securing their financial futures. Working closely with our team of seasoned professionals, you will provide personalized wealth management advice and solutions tailored to meet the unique needs of each...
-
Mortgage Sales Advisor
2 weeks ago
Newton, Singapore Wealth Asia LLP Full time**Job Summary**: The Mortgage Sales Advisor guides clients through the home loan process, from initial consultation to closing. This role involves building relationships, assessing financial needs, educating clients on mortgage products, and ensuring a smooth, compliant experience while meeting sales targets. Strong communication, financial knowledge, and...
-
Flexi & Chill Advisor Job Students Welcome!
2 weeks ago
Newton, Singapore Ryan Koh & Associates Full timeNO experience required! & possible to work with friends! _ Do you love money, are a people-person and want the freedom to manage your own time? Then this job is for you! Join our dynamic and fun team as a Financial Adviser (MORE SO LIKE A COUNSELLOR FOR $$$) who guides individuals, families, and businesses toward achieving their financial dreams. Learn how...
-
Wealth Managers
2 weeks ago
Newton, Singapore Wealth Asia LLP Full timeWork closely with the Wealth Executive Director and his team of seasoned professionals, you will provide personalized wealth management advice, planning and solutions tailored to meet the unique needs of each client.Responsibilities:Conduct comprehensive financial assessments for clients to understand their current financial situation, goals, and risk...
-
Relationship Manager
2 days ago
Newton, Singapore WealthAsia Full timeAs a Wealth Relationship Manager at WealthAsia, you will play a crucial role in assisting our clients in achieving their wealth and financial goals, and securing their financial futures. Working closely with our team of seasoned professionals, you will provide personalized wealth management advice and solutions tailored to meet the unique needs of each...