Financial Consultant
3 weeks ago
Job Profile Summary: You will provide sound insurance and reliable financial advice to clients by analyzing their financial needs and exceeding their service expectations.Job Description: • Build and maintain clientele database• Establish Clients' financial objectives through Fact Find• Analyse Clients' data and determine suitable strategies to meet clients' financial objectives• Establish and maintain a long-term relationship with clients through periodic follow-up and reviews• Adherence to a tight compliance regime in order to provide sound financial advice to clientsWho we are looking for: Competencies & Personal Traits• Exhibit ability to deliver effective communication and excellent interpersonal skills• Possess strong leadership qualities and a mind towards excellence• Analytical and strong problem solving abilities• Dynamic individual who strives in fast moving environment• Willing to network amongst business associates• Dynamic and want to build a long term career in the Financial Industry in Singapore• 21 years old and above, as per regulatory requirementProfessional Qualifications• Possess CMFAS M5, M9, and HI certificationsEducationGCE 'A' level, International Baccalaureate Diploma qualification or Diploma awarded by a Polytechnic in Singapore or equivalent
-
Financial Consultant
3 weeks ago
Singapur, Singapore PRUDENTIAL FINANCIAL ADVISERS SINGAPORE PTE. LTD. Full timeJob Profile Summary: You will provide sound insurance and reliable financial advice to clients by analyzing their financial needs and exceeding their service expectations.Job Description: • Build and maintain clientele database• Establish Clients' financial objectives through Fact Find• Analyse Clients' data and determine suitable strategies to meet...
-
Financial Consultant
3 weeks ago
Singapur, Singapore CALMOI Full timeRole Overview: We are seeking a motivated and experienced Financial Consultant to join our team. In this role, you will provide expert financial advice and planning services to our clients, help them achieve their financial goals, and contribute to the growth of our business.Key Responsibilities: Meet with clients to understand their financial goals,...
-
Financial Planner
3 weeks ago
Singapur, Singapore FORT FINANCIAL PTE. LTD. Full timeJoin us as a Financial Planner Kickstart a career where you can empower others through tailored financial advice.Some careers grow faster than others As an HSBC Life Financial Planner, you'll help customers with their financial journey. You'll guide them in achieving their financial goals, no matter what they are. You'll support them in mapping out their...
-
Financial Consultant
3 weeks ago
Singapur, Singapore Elson Wong & Associates Full timeWe 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...
-
Financial Services Consultant
3 weeks ago
Singapur, Singapore U3 INFOTECH PTE. LTD. Full timeOur client recognize that true progress requires individuals to believe in their own potential to grow and positively impact their own lives and the lives of others. At the client's end, the team nurture your leadership potential and empower you to go beyond your limits to excel.In this role, the consultant will experience holistic growth spanning across...
-
Financial Consultant
3 weeks ago
Singapur, Singapore PRUDENTIAL ASSURANCE COMPANY SINGAPORE (PTE) LIMITED Full timeJob Profile Summary: You will provide sound insurance and reliable financial advice to clients by analyzing their financial needs and exceeding their service expectations.Job Description: • Build and maintain clientele database• Establish Clients' financial objectives through Fact Find• Analyse Clients' data and determine suitable strategies to meet...
-
Financial Consultant
3 weeks ago
Singapur, Singapore DCA VENTURES Full timeAre You Priced Correctly for Your Capability? If you're skilled, hardworking, and know your value - yet your income doesn't reflect it - this could be your turning point.Join us and build a high-income career in the financial industry. You'll receive full training, ready client leads, and strong mentorship support to help you grow both your income and...
-
Consulting Sales
3 weeks ago
Singapur, Singapore ORACLE FINANCIAL SERVICES SOFTWARE PTE. LTD. Full timeJob Description This is a key sales role that is responsible for growing professional services business in the designated region to help achieve and exceed the sales booking targets. Working very closely with other oracle stakeholders including the license sales and pre sales team as well as broader Oracle organization to up sell and cross sell products and...
-
Telemarketer (Financial Services)
3 weeks ago
Singapur, Singapore DCA VENTURES Full timeWe are hiring Telemarketers to support our financial services team through appointment setting. This role suits individuals who want to start with telemarketing and potentially move into a full-time Financial Consultant position based on performance.Job Responsibilities Make outbound calls to provided leads Set appointments for senior consultants Track daily...
-
Front Desk Admin Assistant
3 weeks ago
Singapur, Singapore GLOBAL FINANCIAL CONSULTANTS PTE. LTD. Full timeAre you an organized, detail-oriented professional who thrives in a front-facing administrative role? If you take pride in creating a welcoming office environment while ensuring smooth day-to-day operations, this opportunity at Global Financial Consultants (GFC) could be perfect for you.Global Financial Consultants (GFC)is one of Singapore's most venerable...