291 Financial Consultants jobs in Singapore

• New Induction Training
• Financial Consultant Progression Training
• Leadership Training First Year at Prudential: With our specially tailored programmes you are ensured of a smooth transition into the career.

• Be Singaporean or PR only
• Have at least with the following educational qualification: Full certificate in GCE A' Level, International Baccalaureate Diploma qualification, Diploma awarded by a polytechnic in Singapore or equivalent.
• Be at least 21 years old - Required to attain CMFAS certifications M5, M9, M9A and HI. Training provided.

Strategic Partners is a group of agency units of Prudential Assurance Company Singapore (and a registered company of JLim Organisation).

Company Highlights

We believe in mutual respect, support and sharing of the fruits of our labour.

We focus on developing and enhancing each team member's strengths for entrepreneurship, creativity and productivity. We enable each and every one of our team members to discover what drives him or her, to chart their success by leveraging on the business model that we have pioneered. This way, we empower all our team members to express themselves, to be true to themselves, and to contribute in ways that reflect their own ambitions.

But career success is only a means to an end, which is the fulfilment of life, whether it is to pursue a hobby, more time with the family or doing charitable work. Thus, we aim to play as hard as we work. We call ours a "lifestyle career".

In short, Happiness before Productivity and Profitability. This is what we are about.

Job Description

If you are fueled by success, ignite a new future as an independent sales professional or a team leader.

Our Support: Start your career with our strong mentorship and coaching programmes (from basics to skills honing to leadership building) that will help build your self-confidence and bring out the best in you and excel as a Financial Consultant.

It will include:

• New Induction Training
• Financial Consultant Progression Training
• Leadership Training First Year at Prudential: With our specially tailored programmes you are ensured of a smooth transition into the career.

Benefits and Allowance*

Up to $5000* (not including commissions, overseas incentive trips, annual bonuses, incentives based on performance)

*Terms & conditions apply. Remuneration is given to Financial Consultants who meet the required qualifying criteria.

Commissions & Incentives are payable based on individual performance.

Candidates should be aspiring professionals who desire to serve their clients by exemplary performance and the highest standards of ethics, knowledge, service and productivity.

Experienced Financial Consultants are welcome.

Requirements

Under the Financial Advisers Act, candidates must :

• Be Singaporean or PR only
• Have at least with the following educational qualification: Full certificate in GCE A' Level, International Baccalaureate Diploma qualification, Diploma awarded by a polytechnic in Singapore or equivalent.
• Be at least 21 years old - Required to attain CMFAS certifications M5, M9, M9A and HI. Training provided.

We invite candidates who exemplify resilience, discipline, and a genuine commitment to the financial well-being of others to submit their resume by clicking the 'Apply Now' button below.

AT03Jul24XF46

Role:

Become a part of our team and start a fulfilling career where you'll make a real difference in the lives of your clients. We are dedicated to delivering exceptional financial guidance and services, empowering our clients to reach their financial goals and ensure a secured future.

If you love making a positive impact and enjoy working in a client-focused environment, this is the opportunity for you.

Responsibilities

1. Client acquisition through various prospecting strategies.

2. Review prospective/existing client portfolio.

3. Propose solutions and planning for client investment and insurance needs.

4. Client management and retention.

5. Attend and respond to customer queries professionally.

6. Service and review financial portfolios in maintaining a long-term customer relationship.

What you will Learn:

We offer customized learning tracks according to individual development within the group, that offer structured & diverse learning modules.

Comprehensive on the job training will be provided continuously for professional development and career advancement in the financial services.

These programs are specifically designed to equip you with in-depth business knowledge, technical skills, and interpersonal skills.

You will be required to attend a number of compulsory programs; including a comprehensive business induction and other regional development program

Requirements

· Diploma or Degree from a recognized institution in any field

· Passionate to make a difference

· Adventurous, driven with entrepreneurial spirit; creative problem solver with an open mind

· Outspoken with excellent communication & interpersonal skills

· Equally motivated by working independently as well as collaborating in a team

BENEFITS

• Competitive compensation package(Monthly allowance, Incentives, Quarterly Bonus and Year End Bonus)
• Various incentive trips
• Recurring income
• Professional development

We respect your privacy and all communication will be treated with confidentiality.

Please contact us or apply in-confidence to us with you updated MS Word Resume to :

Kelvin (Reg. No. R )

STAR CAREER CONSULTING PTE LTD (EA License: 20C0353)

Strategic Partners is a group of agency units of Prudential Assurance Company Singapore (and a registered company of JLim Organisation).

Company Highlights

We believe in mutual respect, support and sharing of the fruits of our labour.

We focus on developing and enhancing each team member’s strengths for entrepreneurship, creativity and productivity. We enable each and every one of our team members to discover what drives him or her, to chart their success by leveraging on the business model that we have pioneered. This way, we empower all our team members to express themselves, to be true to themselves, and to contribute in ways that reflect their own ambitions.

But career success is only a means to an end, which is the fulfilment of life, whether it is to pursue a hobby, more time with the family or doing charitable work. Thus, we aim to play as hard as we work. We call ours a “lifestyle career”.

In short, Happiness before Productivity and Profitability. This is what we are about.

Job Description

If you are fueled by success, ignite a new future as an independent sales professional or a team leader.

Our Support: Start your career with our strong mentorship and coaching programmes (from basics to skills honing to leadership building) that will help build your self-confidence and bring out the best in you and excel as a Financial Consultant.

It will include:

• New Induction Training
• Financial Consultant Progression Training
• Leadership Training First Year at Prudential: With our specially tailored programmes you are ensured of a smooth transition into the career.

Benefits and Allowance*

Up to $5000* (not including commissions, overseas incentive trips, annual bonuses, incentives based on performance)

*Terms & conditions apply. Remuneration is given to Financial Consultants who meet the required qualifying criteria.

Commissions & Incentives are payable based on individual performance.

Candidates should be aspiring professionals who desire to serve their clients by exemplary performance and the highest standards of ethics, knowledge, service and productivity.

Experienced Financial Consultants are welcome.

Requirements

Under the Financial Advisers Act, candidates must :

• Be Singaporean or PR only
• Have at least with the following educational qualification: Full certificate in GCE A' Level, International Baccalaureate Diploma qualification, Diploma awarded by a polytechnic in Singapore or equivalent.
• Be at least 21 years old - Required to attain CMFAS certifications M5, M9, M9A and HI. Training provided.

We invite candidates who exemplify resilience, discipline, and a genuine commitment to the financial well-being of others to submit their resume by clicking the 'Apply Now' button below.

AT03Jul24XF46

Our client is a leader in the banking industry, seeking multiple Wealth Managers to address client needs and provide solutions for wealth management.

This role offers an opportunity to develop long-term relationships with clients, providing financial advice and offering wealth management solutions. The successful candidate will be trained and guided to achieve excellence in their role.

• Provide expert financial advice to clients through offering wealth management solutions such as insurance, structured deposits, loans, and unit trusts.
• Contribute actively to planning campaigns across the bank or within the branch.

We are looking for driven, service-oriented individuals with:

• A diploma in any discipline.
• A passion for banking and wealth management.

Candidates interested in this opportunity may apply through our application system. We regret that only shortlisted candidates will be contacted.

Are you passionate about investments and wealth building or simply curious to learn and grow in this space? Whether you're a fresh graduate, undergraduate, or considering a career switch, we welcome you to explore an exciting opportunity with us.

What We Offer:

Comprehensive coaching and training on investments, wealth accumulation, assets management.

Mentorship from experienced industry professionals.

A dynamic and supportive team environment.

Clear career progression pathways with performance-based rewards.

Basic monthly salary + wrap fee + commission

Who We're Looking For:

Fresh graduates, undergraduates, or mid-career switchers who are eager to explore the financial industry.

Individuals with a strong interest in investments (coaching will be provided).

Self-motivated, driven, and willing to learn.

Good communication and interpersonal skills.

Your Role:

Learn and master investment strategies, management of client's assets and portfolio.

Work with a dynamic team to grow personally and professionally.

Location: 1 Pickering Street

Training & guidance provided

If you're keen to embark on a fulfilling career in financial services, apply now and let's grow together

Under the Wealth Management Associate, you will begin your two-year programme with an invaluable one-month induction, picking up broad-based financial and skills training with your cohort associates.

You will be exposed to different products and projects, building a solid foundation of experience and knowledge in your respective areas.

Together with mentor-ship and networking opportunities with our senior management, the programme will harness your potential and fast track your career in operational excellence.

Job Description

·Build up strong client base and provide excellent customer service.

·Be up to date of financial developments and update clients of their financial progress

·Build strong rapport with stakeholders to ensure long term business relationship

·Help clients do well in their business and finance

·Attend to customers' needs and provide solutions

·Learn about of unique approach towards a holistic financial planning through Total Portfolio Advisory (TPA)

About the Perks

· Selected candidates will be groomed to be highly effective and competent professional

· Accelerated career advancement track

· Basic (Salary negotiable depending on relevant working experiences)

· With Performance bonus and Management Incentives (Depending on individual and team production)

· Overseas conference and incentive trips (Fully Covered)

· Intensive Training provided

About You

· With or without experiences are welcome to apply (Training Provided)

· Minimum with Diploma from local Polytechnics only or recognized Degree in any field or equivalent

· Willing to travel

· Candidates with or have knowledge in Business Finance r or Business Management background to understand the economic market trend in investment will be an added advantage

· Self-motivated, disciplined and result oriented

· Strong Communication and leadership quality

· Good interpersonal skill and able to relate with people of all levels

· Excellent business acumen and keen eyes for detail

· Able to work independently with minimal supervision

Job Types: Full-time, Commission, Permanent

Salary: $3, $0,000.00 per month

Edit jobStatus:OpenView public job page

Job Type: Full-time

Pay: 3, 10,000.00 per month

Benefits:

• Flexible schedule
• Professional development
• Work from home

Education:

• Local Polytechnic Diploma (Required)

Work Location: Hybrid remote in Singapore

Job Description:

• Provide administrative and client service support to Relationship Managers servicing Private Banking clients
• Understand client requirements and assist relationship managers in daily maintenance of account relationships
• Assist with account openings or any other client's instructions and interface with client to ensure completion of documentation requirements
• Handle and follow up clients' enquiries, service requests and complaints in a timely and professional manner
• Coordinate and communicate with different internal channels to support client's requests
• Comply with various regulatory requirements, company regulations and management measures
• Conduct Product Suitability assessment and execute trade instructions for clients
• Maintain client data and reports and handle administrative duties
• Other work and hoc tasks when necessary assigned by the supervisors and managers

Qualification:

• Bachelor Degree or above
• 3 years & above of relevant experience in the private wealth management industry
• Strong communication skills and proficient in spoken and written Mandarin Chinese and English. Proficiency in Cantonese is a plus
• Entrepreneurial spirit with high level of self-motivation
• A team player, collaborative with excellent communication and interpersonal skills.