Financial Consultant

2 months ago

Singapur, Singapore Ying Tai Full time
Role Description

As a Financial Consultant, you'll play a pivotal role in helping clients achieve their financial goals.

Key Responsibilities

Meeting with clients to understand their financial goals and conduct comprehensive financial needs analysis to assess their current financial situations.

Developing personalized financial plans and recommending strategies for wealth preservation, investment, retirement planning and estate planning.

Building and maintaining strong relationships with existing clients, while actively expanding your network to onboard new clients.

Conducting regular review of your client’s financial portfolio and ensure they align with their changing needs and objectives.

Staying updated on market outlook, regulatory changes, and internal operational requirements to engage in informed discussions with clients.

Training and Support

We invest in your success with:

A comprehensive and structured induction program tailored for new consultants to equip you with the product knowledge and skill sets needed to excel.

An attractive compensation structure designed to build your passive income.

The opportunity to work with a team of industry-leading professionals who will provide guidance and generously share their knowledge.

Requirements

Recognised Polytechnic Diploma or University Degree in any field.

Self-motivated and numbers driven, with a strong sense of focus to consistently out-perform individual targets.

Excellent interpersonal skills and possess the ability to cultivate and maintain strong relationships.

Confident with good communication and presentation skills.

Singaporeans only.

Kickstart your career in the financial services industry with us today.

Why Join Ying Tai?

This is your chance to kickstart your career in the financial services industry and become an integral part of a team comprising industry-leading professionals committed to positively impacting our clients' lives.

We offer:

Competitive compensation package.

Extensive training and development programs.

Opportunities for professional growth and career advancement.

Supportive and collaborative work environment.

Access to top financial institutions and a comprehensive range of financial solutions.

Make a significant impact on our clients' financial well-being.

Join a team of experienced and dedicated professionals who share your commitment to excellence

Ying Tai is a leading financial advisory firm committed to delivering exceptional financial services and provide expert guidance for our clients.

We partner with top financial institutions to provide a comprehensive range of financial solutions. Our financial planning approach emphasizes objectivity and transparency to empower our clients to build, grow, and protect their wealth with confidence.

Your professional development is at the core of our corporate mission, ensuring that you are set for success. We provide a comprehensive training program to equip you with the knowledge and skills to help you acquire your full potential in your career with us.

We believe in fostering a supportive and collaborative work environment. You will be working alongside a group of experienced and industry leading professionals who are eager to share their knowledge and provide you with guidance and support.

  • Consultant, Financial Reporting

    3 months ago

    Singapur, Singapore Northern Trust Corporation Full time

    About Northern Trust: Northern Trust, a Fortune 500 company, is a globally recognized, award-winning financial institution that has been in continuous operation since 1889. Northern Trust is proud to provide innovative financial services and guidance to the world’s most successful individuals, families, and institutions by remaining true to our...

  • Senior Consultant in Financial Services

    3 months ago

    Singapur, Singapore Sia Partners Full time

    Job description Senior Consultant in Financial Services (Singapore) We are currently looking for Senior Consultants with Financial Services background, having worked preferably within Financial Services sectors. Position overview: As a Senior Consultant, you will help to build our expertise and guarantee the quality of delivery to ensure...

  • Financial Consultant

    3 weeks ago

    Singapur, Singapore CareerVisors Full time

    Information: Our client is a financial advisory firm, dealing with a wide range of clients and offering professional growth for all.The RoleResponsibilities:Offer reliable and well-informed financial advice and reviews to help clients achieve their financial goals.Foster lasting relationships with both current and prospective clients.Leverage sales...

  • Consultant, Financial Institutions Practice

    1 month ago

    Singapur, Singapore Boston Consulting Group Full time

    *Locations*: Malaysia | Vietnam | Indonesia | Philippines | Singapore | ThailandWho We AreBoston Consulting Group partners with leaders in business and society to tackle their most important challenges and capture their greatest opportunities. BCG was the pioneer in business strategy when it was founded in 1963. Today, we help clients with total...

  • Financial Consultant

    3 months ago

    Singapur, Singapore PropNex Full time

    Financial Consultant (with fixed salary) Financial Consultant (with fixed salary) SingCapital Job Highlights: Basic + Incentives + Profit Sharing Comprehensive Training Programs with Individual Mentoring and Coaching Work-Life Balance with Flexible Working Hours Travel Opportunities Progressive to Entrepreneurship Model with Unlimited...

  • Consultant, Financial Institutions Practice

    3 months ago

    Singapur, Singapore Boston Consulting Group Full time

    Locations: Malaysia Vietnam Indonesia Philippines Singapore ThailandWho We Are Boston Consulting Group partners with leaders in business and society to tackle their most important challenges and capture their greatest opportunities. BCG was the pioneer in business strategy when it was founded in 1963. Today, we help clients with total...

  • Personal Financial Consultant

    2 months ago

    Singapur, Singapore OCBC Bank Full time

    Personal Financial Consultant - Nationwide-(2400010T) Description ​ CONSUMER FINANCIAL SERVICES (CFS) The Group Consumer Financial Services division serves almost 3 million customers across Singapore, Malaysia, Indonesia and China. In Malaysia, our customer proposition caters to high net worth, premier and emerging affluent individuals through our...

  • Senior Consultant in Financial Services

    3 months ago

    Singapur, Singapore Sia Partners Full time

    Job description Our team in Asia is facing an exciting growth, and we are looking for passionate consultants to join our team in Singapore.  Sia Partners Asia is focused on delivering Operational Strategy, Change and Transformation projects for leading banking and finance clients. We are currently looking for a Senior Consultant to join our...

  • Senior Consultant in Financial Services

    3 months ago

    Singapur, Singapore Sia Partners Full time

    Job description Our team in Asia is facing an exciting growth, and we are looking for passionate consultants to join our team in Singapore. We are currently looking for a Senior Consultant to join our CIB department, and provide strategic and operational regulatory advisory for our clients. Senior Consultant in Financial Services - Capital...

  • Financial Services Consultant

    3 months ago

    Singapur, Singapore Manulife Singapore Full time

    Every day you face decisions about your future – decisions about education, healthcare, investing, or planning for retirement. These decisions can be complex and confusing.We are here to give you the confidence to make these decisions. We call this mission – Decisions made easier. Lives made better. And we want to make it a reality, every day.Manulife...

  • Financial Services Consultant

    2 months ago

    Singapur, Singapore Snaphunt Full time

    The OfferAttractive Salary + CommissionsMultiple Incentive TripsWork Life BalanceThe JobYou will be responsible for : Learn and understand various financial productsAcquire and manage clients’ insurance portfoliosSource and develop a network of high net worth clientsAnalyze and evaluate the client’s financial portfolioConduct Financial Needs Analysis and...

  • Consultant / Senior Consultant - Business Consulting

    3 months ago

    Singapur, Singapore CAPCO Full time

    Consultant / Senior Consultant - Business Consulting at Capco Singapore About Capco Capco, a Wipro company, is a global technology and management consultancy specializing in driving digital transformation in the financial services industry. With a growing client portfolio comprising of over global organizations, Capco operates at the intersection...

  • Personal Banker

    3 months ago

    Singapur, Singapore OCBC Bank Full time

    Personal Banker / Personal Financial Consultant (Muar)-(240000IS) Description ​ CONSUMER FINANCIAL SERVICES (CFS) The Group Consumer Financial Services division serves almost 3 million customers across Singapore, Malaysia, Indonesia and China. In Malaysia, our customer proposition caters to high net worth, premier and emerging affluent individuals...

  • Personal Banker

    3 months ago

    Singapur, Singapore OCBC Bank Full time

    Personal Banker / Personal Financial Consultant (Skudai)-(240000IU) Description ​ CONSUMER FINANCIAL SERVICES (CFS) The Group Consumer Financial Services division serves almost 3 million customers across Singapore, Malaysia, Indonesia and China. In Malaysia, our customer proposition caters to high net worth, premier and emerging affluent...

  • Personal Banker

    3 months ago

    Singapur, Singapore OCBC Bank Full time

    Personal Banker / Personal Financial Consultant (Melaka)-(240000IT) Description ​ CONSUMER FINANCIAL SERVICES (CFS) The Group Consumer Financial Services division serves almost 3 million customers across Singapore, Malaysia, Indonesia and China. In Malaysia, our customer proposition caters to high net worth, premier and emerging affluent...

  • Financial Advisor

    2 months ago

    Singapur, Singapore Intellect Full time

    Join our growing team in Intellect as a Financial Advisor where your role is to provide expert guidance on investment opportunities, tax strategies, retirement planning, and other financial matters to our clients based on their needs and goals. These consultations are conducted primarily through scheduled 30-minute video sessions on our platform.We're...

  • Senior Consultant/ Associate Manager- Financial Market

    5 months ago

    Singapur, Singapore Sia Partners Full time

    Job description Join our esteemed team as a Senior Consultant specializing in Financial Markets and Private Banking Transformation, where you'll spearhead strategic initiatives to optimize operations and drive innovation within the sector. This role offers a unique opportunity to leverage your expertise in project management and transformation to...

  • Consultant / Senior Consultant / Principal Consultant - Data

    1 month ago

    Singapur, Singapore CAPCO Full time

    Consultant / Senior Consultant / Principal Consultant - Data at Capco Singapore Capco, a Wipro company, is a global technology and management consultancy specializing in driving digital transformation in the financial services industry. With a growing client portfolio comprising of over global organizations, Capco operates at the intersection of...

  • Personal Banker

    3 months ago

    Singapur, Singapore OCBC Bank Full time

    Personal Banker / Personal Financial Consultant (Petaling Jaya)-(2400008M) Description ​ CONSUMER FINANCIAL SERVICES (CFS) The Group Consumer Financial Services division serves almost 3 million customers across Singapore, Malaysia, Indonesia and China. In Malaysia, our customer proposition caters to high net worth, premier and emerging affluent...

  • Personal Banker

    3 months ago

    Singapur, Singapore OCBC Bank Full time

    Personal Banker / Personal Financial Consultant (Johor Bahru)-(2400008N) Description ​ CONSUMER FINANCIAL SERVICES (CFS) The Group Consumer Financial Services division serves almost 3 million customers across Singapore, Malaysia, Indonesia and China. In Malaysia, our customer proposition caters to high net worth, premier and emerging affluent...