- Proven knowledge and experience in Financial Planning, Finance, and Retirement Planning
- Excellent Communication skills to actively engage and advise clients
- Strong expertise in Financial Services and related industries
- Ability to evaluate client needs and develop tailored financial solutions
- Experience in using financial tools and platforms, and a keen understanding of market trends
- Bachelor's degree in any field, as training will be provided
- Commitment to ethical standards and a customer-centric approach
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Financial Services Professional - Singapore - Ascentia Consulting Executives

6 hours ago
Description
Company Description
Ascentia Consulting Executives, an established agency branch representing Manulife Singapore Pte Ltd, is recognized for its award-winning consultants, including Million Dollar Round Table and Court of the Table achievers. Founded in 2020, the company is one of the few in Singapore offering comprehensive financial services for business owners and individuals.
Leveraging partnerships with multiple insurance providers, we deliver holistic financial planning solutions, including Debt, Investment, Retirement, Risk Management, Education, Estate, Cash Flow, and Tax Planning. At Ascentia Consulting Executives, we are committed to empowering our clients in achieving their financial goals.
Role Description
This is a full-time, on-site role for a Financial Services Professional, located in Singapore. Responsibilities include providing tailored financial planning solutions such as debt planning, investment strategies, retirement planning, risk management, and tax planning.
You will be required to analyze clients' financial goals, communicate effectively to identify their needs, and recommend suitable financial products and strategies. The role involves building and maintaining strong client relationships while staying updated on financial regulations and market trends.
Qualifications
Local Diploma or
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Professional Services
MSAB- Singapore
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Professional Services
Only for registered members Singapore
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Professional Services Consultant
Only for registered members Singapore, SG, Singapore, Singapore
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Financial Services Professional
Only for registered members Singapore
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Professional Services Consultant
Only for registered members Singapore
-
Consultant, Professional Services
Yardi- Singapore
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Professional Services Consultant
Full time Only for registered members Singapore
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Service Field Professional
Full time Only for registered members Singapore
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Professional Services Consultant
Only for registered members Singapore
-
Service Field Professional
Only for registered members Singapore
-
Professional Services Consultant
Only for registered members Singapore
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Manager, Professional Services
Only for registered members Central Region
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Head of Allied Professional Services
Only for registered members Singapore
-
Senior Manager Professional Services
insightsoftware- Singapore
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Senior Professional Service Consultant
Only for registered members Singapore
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Professional Services Project Manager
Only for registered members Singapore
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Principal Professional Services Consultant
Full time Only for registered members Singapore
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Senior Professional, Platform Services
Only for registered members Singapore
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Manager, Professional Services
Only for registered members Central Singapore
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Senior Professional, Platform Services
Partior- Singapore