- Manage wealth and risk portfolio for both personal and corporate clients.
- Going for confirmed close appointments set by our telemarketers
- Acquire high net worth clients from our seminars advertised weekly on Straits Times and Business Times
- Managing and growing high net worth clients
- Develop creative solutions for clients
-
Financial Advisor
1 week ago
Digitalguru Pte. Ltd. Singapore**Seeking Experienced Financial Advisors Feeling Undervalued or Lost** · Are you an experienced financial advisor feeling undervalued and unsatisfied with your current team or organization? We understand that finding the right fit is essential for your success and fulfilment. Tha ...
-
Financial Advisor
1 week ago
MAXHUNT RESOURCE PTE. LTD. Singapore**Purpose of the Role** · A Financial Advisor interprets insurance plans. We are searching for a reliable, organized Financial Advisor with prior experience in the fundamental skills. · **Benefits / Bonus** · - Highest Remuneration · - The opportunity to engage in different level ...
-
Financial Advisor
1 day ago
AIA Singapore Pte Ltd Singapore**Are you looking for a career that's #NotJustAnotherJob?** · Incentives to be earned. Trips to enjoy. Friends to be made. Time for work and time for play. Sounds like a dream job? Then you'll fit right in at AIA. We believe that a successful career goes beyond monetary rewards. ...
-
Financial Advisor
1 week ago
SG JOB BOT PTE. LTD. SingaporeJob title: Financial Advisor · Location: Pickering Street, 048659 · Working hours: Flexible · **Salary**: $ /hr · Description: · Commitment to Ethical Practices: We uphold high ethical standards throughout our business, aligning with the needs and values of our clients. · - Ident ...
-
Financial Advisor
3 days ago
TLGJH PTE. LTD. Singapore**Job Brief** · We are looking for people who are passionate about serving people. At Life Inc., we serve people from all walks of life because we believe that everyone deserves to be financially free. We have extensive product offerings that will take care of our client's wealth ...
-
Financial Advisor
1 week ago
AIA Singapore Pte Ltd Singapore**Are you looking for a career that's #NotJustAnotherJob?** · At AIA, we recognise that true progress requires individuals to believe in their own potential to grow and positively impact their own lives and the lives of others. Here, we nurture your leadership potential and empow ...
-
Financial Advisor
1 day ago
Re Source Partners Pte Ltd SingaporeOur client, a Singapore-based financial advisory firm known for its quality advice and professional services. · With years of experience and expertise, their representatives are well-positioned to provide sound advice to help customers achieve their financial goals. Their custome ...
-
Financial Advisor
2 days ago
MDE CAPITAL CONSULTANCY PTE. LTD. Singapore**Job Details**: · Basic ($2000 - $ Attractive comms structure or Full Comms · **Responsibilities**: · - Work with clients to provide comprehensive financial planning and advisory services. · - Understanding clients' financial goals, assess current financial situation and propose ...
-
Financial Advisor
5 days ago
ARISE & THRIVE OFFICIAL PARTNERS PTE. LTD. SingaporeBrief Job Description: · - Understand customer's financial needs and goals · - Build customer's wealth, prepare them for unexpected events, including planning for their family and love ones · - Review customer's financial portfolio and make appropriate recommendations · - Build / ...
-
Financial Advisor
1 week ago
SNATCHJOBS SINGAPORE PTE. LTD. Singapore**Job description**: · **Responsibilities** · - Provide financial planning support to clients · - Support investment professionals to cultivate client relationships · - Prepare financial plans and check their accuracy · - Manage Client's assets · **Qualifications** · - Worked in ...
-
Financial Advisor
1 week ago
Recruit Expert Pte Ltd Singapore**Roles & Responsibilities**: · Deliver financial advice based on clients' needs · Advice clients on capital accumulation and legacy planning · **Requirements**: · GCE A level and above · At least 2 years of working experience · **Salary**: up to $4,000 · **Ref**: · **EA Licence ...
-
Financial Advisor
3 days ago
ARISE & THRIVE OFFICIAL PARTNERS PTE. LTD. SingaporeBrief Job Description: · - Understand customer's financial needs and goals · - Build customer's wealth, prepare them for unexpected events, including planning for their family and love ones · - Review customer's financial portfolio and make appropriate recommendations · - Build / ...
-
Financial Advisor
1 week ago
PARADIGM RECRUITMENT PTE. LTD. Singapore**Highlights**: · - High remuneration package. · - Comprehensive training and professional development opportunities. · - Fast track career progression with good performance. · **Responsibilities**: · - Perform Financial Needs Assessment and suggest suitable solutions. · - Suppor ...
-
Financial Advisor
4 days ago
AIA Singapore Pte Ltd Singapore**Are you looking for a career that's #NotJustAnotherJob?** · Incentives to be earned. Trips to enjoy. Friends to be made. Time for work and time for play. Sounds like a dream job? Then you'll fit right in at AIA. We believe that a successful career goes beyond monetary rewards. ...
-
Senior Financial Advisor
3 days ago
Inspire Recruitment Consulting Pte. Ltd. SingaporeAs a trusted Financial Advisor, you carry the responsibility of advising your clients on all wealth matters to ensure that they achieve lifetime financial security and success. As your clients begin to recognise the positive impact you have on their lives, you will know you have ...
-
Senior Financial Advisor
1 week ago
Inspire Recruitment Consulting Pte. Ltd. SingaporeAs a trusted Financial Advisor, you carry the responsibility of advising your clients on all wealth matters to ensure that they achieve lifetime financial security and success. As your clients begin to recognise the positive impact you have on their lives, you will know you have ...
-
Hsbs Financial Advisor
4 days ago
ALLIANCE BUSINESS SUPPORT PTE. LTD. Singapore**Job Description: · - ** · We are a leading financial services company seeking talented and driven individuals to join our team as Financial Advisors and Agency Development Managers. · As a Financial Advisors, you will participate in a comprehensive training program that will eq ...
-
Senior Financial Advisor
1 week ago
Inspire Recruitment Consulting Pte. Ltd. SingaporeAs a trusted Financial Advisor, you carry the responsibility of advising your clients on all wealth matters to ensure that they achieve lifetime financial security and success. As your clients begin to recognise the positive impact you have on their lives, you will know you have ...
-
Trust & Financial Advisor
1 week ago
HRFIRST SingaporeAre you an aspiring professional in Singapore with a zeal for financial security and trust management? Picture yourself embarking on a career where you gain invaluable insights and receive personalized guidance from seasoned industry experts · **Why Choose Us?** · Join our team a ...
-
Financial Sales Advisor
1 week ago
SUPERHERO PRODUCTIONS Singapore**Title**: Financial Sales Advisor We are looking for Confident and highly motivated individuals.If you are a fast learner and have great communication skills, you are highly suitable.We welcome all housewives who want to work from home. Flexible working hoursYou can work from ho ...
Financial Advisor - Singapore - J MARKETING
1 week ago
Description
Roles & ResponsibilitiesWhat can we offer
•Proven Client Acquisition Model
(No roadshows, door knocking or street prospecting required)
•Strategic partnerships with professional organizations & businesses
•Unlimited leads
•Robust administrative support
•1 to 1 Mentoring System
Requirements
• A Level, Diploma or Degree holders (Entry level candidates are welcomed, intensive training and coaching will be provided for selected candidates)
• M5, M8, M8A, M9, M9A and HI certifications are advantageous
• Only Singapore Citizen and above 21 years old (required by MAS requirement)
Global Product & Service Providers
Banks & Referrals
• DBS Bank Ltd (DBS)
• Malayan Banking Berhad (Maybank)
• Oversea-Chinese Banking Corporation Limited (OCBC)
• RHB Bank Berhad (RHB)
• Rockwills International Group
• Standard Chartered Bank (Singapore) Limited
General Insurance
• AETNA Insurance Company Limited (Singapore Branch)
• AIG Asia Pacific Insurance Pte Ltd
• Allianz Global Corporate & Specialty SE (Singapore Branch)
• Allied World Assurance Company, Ltd
• Aviva Ltd
• AXA Insurance Pte Ltd
• China Taiping Insurance (Singapore) Pte Ltd
• Chubb Insurance Singapore Limited
• Cigna Global
• EQ Insurance Company Limited
• ETIQA Insurance Pte Ltd
• Liberty Insurance Pte Ltd
• Lonpac Insurance Berhad
• MSIG Insurance (Singapore) Pte Ltd
• Now Health International (Singapore) Pte Ltd
• NTUC Income Insurance Cooperative Limited
• QBE Insurance (Singapore) Pte Ltd
• Sompo Insurance Singapore Pte Ltd
• Tokio Marine Insurance Singapore Ltd
Life Insurance
• Aviva Ltd
• China Life Insurance (Singapore) Pte Ltd
• ETIQA Insurance Pte Ltd
• Friends Provident International Ltd, Singapore Branch
• Generali International Limited
• Manulife (Singapore) Pte Ltd
• NTUC Income Insurance Cooperative Limited
• Old Mutual International Singapore Branch
• Raffles Health Insurance Pte Ltd
• Tokio Marine Life Insurance Singapore Ltd
• Transamerica Life (Bermuda) Ltd
Investment Products / Collective Investment Schemes (CIS)
• CMIA Capital Partners Pte Ltd
• Firstmac Limited
• IP Investment Management Pte Ltd
• Man Investments (Australia) Limited
• Man Investments (Hong Kong) Limited
• Quantum Funds Management Limited
• Superfund Financial (Singapore) Pte Ltd
Collective Investment Schemes (CIS)
• Transaction Platforms
• iFast Financial Pte Ltd
• Navigator Investment Services Ltd
Fund Houses on Transaction Platform
• Aberdeen Asset Management Asia Ltd
• Alliance Bernstein (Singapore) Ltd
• Allianz Global Investors (Singapore) Ltd
• Amundi Singapore Ltd
• Aviva Investors Asia Pte Ltd
• AXA Investment Managers
• Blackrock Asset Management Southeast Asia Ltd
• BNP Paribas Investment Partners
• BNY Mellon Asset Management
• Columbia Threadneedle Investments
• Deutsche Asset Management (Asia) Ltd
• Duxton Asset Management
• EastSpring Investments
• Eurizon Capital S.A (Singapore Branch)
• Fidelity Investments (Singapore) Ltd
• First State Investments (Singapore) Ltd
• FRM Investment Management
• Fullerton Fund Management Company Ltd
• HSBC Global Asset Management (Singapore) Ltd
• Janus Henderson Investors (Singapore) Ltd
• JPMorgan Asset Management (Singapore) Ltd
• Kotak Mahindra (UK) Limited
• Legg Mason Asset Management Singapore Pte Ltd
• Lion Global Investors Ltd, Singapore
• Man Investments (Singapore) Pte Ltd
• Manulife Financial (Singapore)
• Matthews Asia Funds
• Natixis Global Asset Management
• Neuberger Berman
• Nikko Asset Management Asia Ltd
• NN Investment Partners
• Old Mutual Global Investors
• Phillip Capital Management (S) Ltd
• PIMCO Asia Pte Ltd
• PineBridge Investments Singapore Ltd
• Pioneer Investments
• RHB OSK Asset Management Pte Ltd
• Schroder Investment Management Ltd
• SHK Fund Management
• Superfund Financial (Hong Kong) Ltd
• Templeton Asset Management Ltd
• UBS Global Asset Management (Singapore) Ltd
• UOB Asset Management Ltd
• Vanguard Investments Singapore Pte Ltd
• Wells Fargo Funds Management LLC
Coaching
Mentoring
Referrals
Asset Management
Financial Planning
Investments
Assurance
Wealth
Investment Management
General Insurance
Life Insurance
Administrative Support
Capital
Financial Advisory
Health Insurance