Financial Consultant

6 days ago


Singapur, Singapore Alpha Wealth Financial Advisers Pte Ltd. Full time

Company Description Alpha Wealth Financial Advisers specializes in personalized financial planning and investment management aimed at helping clients achieve their unique financial goals. Guided by the core values of Abundance, Wisdom, Focus, and Appreciation, the company prioritizes understanding each client’s goals, values, and aspirations. With a strong emphasis on financial literacy, Alpha Wealth empowers clients to make informed decisions on budgeting, saving, investing, and debt management. Partnering with over 17 life insurers, 24 general insurers, and 4 CIS platforms, the company offers services across investments, insurance, retirement planning, legacy planning, and more to support clients at every stage of their financial journey. Role Description This is a full-time hybrid role as a Financial Consultant located in Singapore, with some flexibility for remote work. The Financial Consultant will work with clients to analyze their financial situations, design tailored financial plans, and provide recommendations on investments, retirement planning, insurance, and other financial decisions. The role involves building and maintaining client relationships, staying updated on financial market trends, and ensuring clients are empowered to make sound financial decisions aligned with their long-term goals. Qualifications Strong knowledge of Financial Planning and Retirement Planning principles Expertise in Investments and general Finance concepts Proficient Analytical Skills to assess and evaluate financial data effectively Excellent communication and interpersonal skills to understand clients' needs and build trust Ability to work independently and as part of a team in a hybrid work environment Certification in finance, such as CFP (Certified Financial Planner) or equivalent, is highly desirable Prior experience in financial consulting or related fields is a plus #J-18808-Ljbffr



  • Singapur, Singapore Alpha Wealth Financial Advisers Pte Ltd. Full time

    A financial consultancy firm in Singapore seeks a Financial Consultant to analyze clients' financial situations and create tailored plans. This hybrid role allows for some remote work and focuses on building strong client relationships while providing expert advice on investments and retirement planning. Candidates should possess strong financial planning...


  • 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...


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

    Director, Financial Services at Great Eastern Financial Advisers Private Limited 2 days ago Be among the first 25 applicants Direct message the job poster from Great Eastern Financial Advisers Private Limited About the Role We work with individuals and families to protect, grow, and plan their finances. If you enjoy connecting with people and want to make a...


  • Singapur, Singapore finexis advisory Pte Ltd Full time

    about Yee Chin Siong Organisation representing finexis advisory Pte Ltd Overview about Yee Chin Siong Organisation representing finexis advisory Pte Ltd Responsibilities Our financial consultants advise our clients in areas of investments, legacy and risk management. Together with our team of dedicated leaders, we have helped many entrants to this career...


  • Singapur, Singapore AIA Singapore Full time

    Get AI-powered advice on this job and more exclusive features. Direct message the job poster from AIA Singapore Award-Winning Master District Director with 41 years at AIA Singapore | Helping Individuals Unlock Potential through Enneagram Coaching | Wealth… About the Job Are you a recent graduate eager to make a meaningful impact, or a professional looking...


  • Singapur, Singapore AIA Singapore Full time

    Financial Consultant – AIA Singapore We’re hiring Financial Consultants at AIA Singapore. If you enjoy meeting people, learning about finance, and building something you can truly call your own, this could be a great fit. Responsibilities Help individuals and families plan their insurance and wealth needs Understand clients’ goals and recommend...


  • Singapur, Singapore FORWARD MOTION PTE. LTD. Full time

    Financial Services Consultant Singapore | Full Time | Hybrid Are you looking for a higher earning potential, industry leading incentives, sponsored higher certification programs, multi-product accessibility and a professional advisory platform where you can deepen your expertise, grow your portfolio, and progress toward leadership opportunities? Our client...


  • Singapur, Singapore Chatham Financial Full time

    Overview We don’t simply hire employees. We invest in them. When you work at Chatham, we empower you — offering professional development opportunities to help you grow in your career, no matter if you've been here for five months or 15 years. Chatham has worked hard to create a distinct work environment that values people, teamwork, integrity, and client...


  • Singapur, Singapore AIA Singapore Private Limited - Tay Meng Chuan Full time

    Job responsibilities: Provide professional financial advisory services to our clientele. Analyze and manage our client's financial portfolio Developing & maintaining long term relationship with the clients. Grow and protect their assets through sales and marketing of the company's range of products. Job requirements: Minimum full certificate in GCE “A”...


  • Singapur, Singapore FLERZ Management Consultancy Services Full time

    Focuses on Project Management, Business Development, HR Recruitment and Sales Management We Are Hiring! FINANCIAL SERVICES CONSULTANT About the Role: Join a purpose-driven team dedicated to helping individuals and families build secure, prosperous futures. As a Financial Services Consultant, you will provide holistic financial advice, guide clients toward...