Financial Consultant

1 week ago


Singapur, Singapore Summit Planners Exchange Full time

The Role Role Description The consultant will be responsible for providing financial planning advice, developing client relationships, analysing financial data, and creating tailored solutions. We are in partnership with more than 10 leading financial services providers to customise the optimal solution for our clients. Job Scope Acquiring and managing relationships with clients in your area of focus to achieve sales targets and business objectives. Partnering with our various partners' business development managers to provide timely and relevant advisory services to clients. Analysing clients\' risk appetite, investment preferences and return expectations and proposing investment solutions accordingly. Analysing investment portfolios to determine asset re-allocation opportunities. Developing, reviewing, and making recommendations for changes in investment policies based on market conditions. Complying with internal guidelines and regulatory requirements. Participating in account reviews & preparing and delivering client presentations. Develop leadership and mentoring skills to fast track for management path. Ideal Profile You are a strong networker & relationship builder You are highly goal driven and work well in fast paced environments You are a self-starter and demonstrate a high level of resilience What\'s on Offer? Opportunity to make a positive impact Leadership Role Attractive Salary & Benefits #J-18808-Ljbffr



  • Singapur, Singapore PromiseLand Financial Advisory Full time

    Overview Financial Consultant (Mid-Career Switch Opportunity) – Digital Wealth Consultant. We are actively seeking motivated individuals to join our team, including: existing financial advisers, insurance specialists/agents, bankers, or bancassurance professionals ready for a fresh start; and professionals seeking autonomy in their schedules and career...


  • Singapur, Singapore Great Eastern Financial Advisers Private Limited Full time

    Overview 2 days ago Be among the first 25 applicants Direct message the job poster from Great Eastern Financial Advisers Private Limited Whether you are a fresh graduate/ mid-career professional, are you looking for a meaningful career change? Join our purpose-driven team and help clients build financial confidence in uncertain times. Responsibilities Build...


  • Singapur, Singapore MANULIFE FINANCIAL ADVISERS PTE. LTD. Full time

    Responsibilities : Understand and address your clients' needs for income protection, savings and investments, healthcare, retirement, business continuity and estate distribution. Provide continual and extra-mile services and support to clients, assisting to achieve their financial needs through different stages of their lives. Acquire new businesses while...

  • Financial Advisor

    1 week ago


    Singapur, Singapore Income Advisory Financial Advisers Full time

    Break Free from the 9–5 Rat Race – Become a Financial Consultant Singapore | Full-Time Are you working hard in a corporate role but feel stuck in the rat race? Do you dream of building financial freedom for yourself while helping others do the same? We’re looking for ambitious individuals ready to take control of their career, income, and future. At...


  • Singapur, Singapore APEX GROUP Full time

    2 days ago Be among the first 25 applicants Get AI-powered advice on this job and more exclusive features. A career that makes a difference! Whether you are just beginning your career or an experienced professional looking for a change. If you are looking for an entrepreneurial role with flexibility and unlimited income potential, join us to discover more...


  • Singapur, Singapore Andrew Ang & Associates Full time

    IGNITE YOUR CAREER BECOME A FINANCIAL CONSULTANT WITH PURPOSE Are you ready to make a difference and thrive in a career that rewards ambition, impact, and growth Join a team that champions excellence, empowers you with the right tools, and celebrates your wins. Step into a future where you're not just earning you're evolving. What You'll Gain Competitive...


  • Singapur, Singapore Income Insurance Limited Full time

    Financial Services Manager | Mentored 245 advisers | Managing 1458 policies | ISC 2023/24/25 | MDRT2024/25 | Century Award 2022/23/24/25 | PA Ambassador … Looking for an entrepreneurial role with flexibility and unlimited income potential? Whether you are a fresh graduate or an experienced professional looking for a change, join us to discover more about...

  • Financial Consultant

    2 weeks ago


    Singapur, Singapore Elson Wong & Associates Full time

    We LISTEN to your career aspirations AND we UNDERSTAND what you want.   A career as a Financial Consultant is meant to be challenging yet exciting We are looking for exceptional individuals who can rise to the occasion and are looking to be the difference.  If you think you make the cut, you are the one we are looking for! Elson Wong & Associates is an...


  • Singapur, Singapore Lionbrokers Full time

    Take Charge of Your Career Tired of the 9-to-5 grind? Ready to build a career with real earning potential and flexibility? Join our team as a Financial Consultant and fast-track your path to financial freedom with a proven system , strong support , and unlimited income potential . Strong Perks That We Offer Up to $5,000 Basic Pay – Financial stability...


  • Singapur, Singapore Income Insurance Limited Full time

    Overview 3 days ago Be among the first 25 applicants Looking for an entrepreneurial role with flexibility and unlimited income potential? Whether you are a fresh graduate or an experienced professional looking for a change, join us to discover more about the career as a Financial Consultant. Responsibilities Assess clients’ financial situation to develop...