4,837 Ocbc Bank jobs in Singapore
Financial Services Consultant
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Job Description
Roles & Responsibilities
- To Identify target markets and sales opportunities (Foreigners and expatriates residing locally)
- Develop relationships with targeted market segments (Foreigners and expatriates residing locally)
- Build and maintain targeted client bases, keeping current client plans up-to-date and acquiring new clients on an ongoing basis
- Maintain relationship with clients and prospective clients by contacting/meeting with them periodically
- Explaining/Giving advice to clients and prospective clients the types of services / investment products and the responsibilities to be taken by the Financial Services Consultant.
- Recommend financial planning strategies to clients to achieve their financial goals and objectives
- Implement financial planning recommendations to clients or prospective clients
Requirements
- Diploma/ Degree holder in any discipline
- Prior working experience
Excellent interpersonal skills and leadership potential
M5/M9,M9A,HI are advantage
Financial Services Consultant
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Unlock Your Potential with Manulife Financial Advisers - Dunn & Partners
Are you ready to ignite your career in the financial planning industry and make a real impact? Join our elite team at Manulife Financial Advisers - Dunn & Partners and embark on a journey where your passion for finance meets purpose.
Why Us?
• Empower Lives: Become a Financial Consultant and guide individuals and families towards financial security and prosperity, making a meaningful difference in their lives.
• Limitless Growth: At Dunn & Partners, the sky's the limit for your career. Whether you're a seasoned professional or just starting out, we provide unparalleled opportunities for personal and professional growth through personalized mentorship - to help you discover your distinctive and propel you towards achieving your significance.
• Supportive Community: Join our close-knit team where collaboration, respect, and mutual success are celebrated. Here, you're not treated like an employee, you're a partner in our journey of success.
Ready to Transform Lives?
As a Financial Consultant at Dunn & Partners, your responsibilities include:
• Crafting personalized financial strategies to meet the unique needs and goals of each client.
• Providing sound advice on wealth management, retirement planning, and estate planning to empower clients on their financial journey.
What We're Looking For?
• Enterprising individuals who are graduating from the Universities to enter the workforce or career switchers with working experience committed to making a difference.
• To be at least 21 years old for both Singaporean citizens or Permanent Residents with a minimum A level / Diploma qualification or equivalent.
• CMFAS Modules 5/9/9A/HI are advantageous
What can you expect?
• Performance-driven Rewards: Enjoy generous commission and renumeration, and exciting incentives, including opportunities for international travel, as you excel in your role.
• Industry Recognition: Join the ranks of the elite with prestigious accolades like the Million Dollar Round Table and Titans Club membership.
• Continuous Learning: Elevate your skills with our comprehensive training and development programs designed to nurture your professional growth.
• Leadership Pathways: Seize the opportunity to build your own successful agency and mentor a team of driven Financial Consultants.
Ready To Elevate Your Career?
Join us at Dunn & Partners and be part of a team committed to shaping a brighter financial future for all. Your success is our priority – let's chart a course to greatness together. Apply now and embark on a rewarding journey with us.
Financial Services Consultant
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Why join US?
AYO Advisory is an Agency Unit representing HSBC Life.
Working at HSBC Life Singapore gives you the prestige and strength of being part of the HSBC Group while tapping into the extensive resources of the HSBC Bank eco-system.
This unique combination offers you an
unfair advantage
over other insurance companies
, allowing you to leverage the trust, global reach, and client base that HSBC is known for.
What is in it for you?
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Competitive compensation package ranges from $3,000 to $8,000
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A company laptop provided by HSBC Life
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HSBC Life Yearly Company International Sales Convention (for Top Performers)
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Free leads will be provided within AYO Advisory
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Proven framework and unique sales tracking systems within AYO Advisory
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AYO Advisory Monthly & Quarterly Incentives (for Top performers)
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AYO Advisory Team Bonding Activities
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AYO Advisory Annual Overseas Retreat
What will you be doing?
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Provide comprehensive financial advice across insurance, investment, retirement education, and estate planning.
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Conduct regular reviews and maintain long-term client relationships.
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Assess clients' financial situations and develop personalized strategies to meet their goals.
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Educate clients on a range of financial products and services.
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Build and maintain strong client relationships through regular communication and follow-ups.
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Stay informed about investment trends, industry trends, regulations, and best practices.
Make 2025 The Year You Finally Find Your Perfect Agency Fit
APPLY NOW
or email us
Financial Services Intern
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This winter, gain real-world financial consultancy experience through an immersive 4-week internship that blends learning, simulation, and mentorship.
Unlike traditional internships, this programme combines hands-on challenges, executive insights, and a final showcase , giving you an edge as you step into the future of finance.
Internship Details
- Duration: 10 Dec 2025 – 3 Jan 2026
Schedule: Wednesdays, Fridays & Saturdays | 9:00 AM – 2:00 PM (Subjected to PH Adjustments)
Format: Blended learning + live simulation + final showcase
Allowance: SGD $600 (upon completion with 100% attendance)
Extras: Lunch provided
What You'll Experience- Mini-Projects & Practical Challenges – Apply your knowledge to solve real-world scenarios.
- Live Simulations & Role Plays – Build confidence handling client conversations.
- Group Collaboration – Work alongside peers to design solutions and present to mentors.
- Final Showcase / Pitch Day – Present live to industry professionals and receive direct feedback.
- General Financial Planning: Understand client needs and concerns through structured case studies.
- Technical Skills: Financial analysis, market research, and data-driven planning.
Soft Skills: Pitching, persuasion, and building client trust in a digital-first age.
Live Case Studies & Role Plays: Train with senior professionals in real-world financial scenarios.
- Professional Tools: Exposure to modern WealthTech and consultancy platforms.
- Group Projects & Presentations: Work with peers on strategic solutions and present findings.
- CMFAS Exam Preparation: Self-study with access to tutors for guidance.
- Certificate of Completion + LinkedIn Endorsement – Build credibility and professional presence.
- Full Exposure to Industry Experts – Learn directly from financial advisors, senior executives, and mentors.
- Networking Opportunities – Connect with peers and mentors who can open future doors.
- Fast-Track for Future Hiring – Outstanding interns may be shortlisted for mentorship or career opportunities.
- Professional Certifications – Earn the industry-recognized CMFAS certifications (RES5, M9, M9A, HI).
- Ongoing Engagement & Mentorship – Continue learning even after the internship ends.
- Undergraduates or Fresh Graduates eager to explore a finance career.
- Minimum Qualification: 'A' Levels or Diploma.
- Motivated Individuals with strong analytical and communication skills.
- Minimum age of 21 this year (as required by compliance guideline).
Financial Services Internship
Posted today
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Job Description
Company
Advisors Alliance Group
Designation
Financial Services Internship
Date Listed
28 Jun 2025
Job Type
Entry Level / Junior Executive
Full/PermIntern/TS
Job Period
Immediate Start, For At Least 1 Month
Profession
Banking / Finance
Industry
Finance
Location Name
Raffles Place, Singapore
Address
Raffles Pl, Singapore
Map
Allowance / Remuneration
$500 - 4,000 monthly
Company Profile
Advisors Alliance Group, one of the largest and fastest growing Financial Services Group in Singapore, also the first Financial Services Group in Singapore and whole AIA in 18 countries to achieve the prestigious 100 International Dragon Award (IDA) and consecutive 7 years 100 IDA Group.
Guided by the vision, mission, and values, Advisors Alliance Group is in constant pursuit of achieving world-class standards in instructional practice, operating system, culture, philosophies and most importantly bringing valued service to the clients. The organisation believe in impacting lives and always bringing people from where they are today to places they have never been.
Over the years, Advisors Alliance Group has built deep roots within the major varsities in Singapore, namely NUS, NTU and SMU, and pioneered the Entrepreneur Internship Programme that has been conducted annually since 2002.
Advisors Alliance Group have also adopted a secondary focus to give back to society, through the Goldencare Project, Volunteer Work, Charity, Community Work, and AACares Fund, in collaboration with North West CDC.
Job Description
OBJECTIVE
- Expose the interns to the financial services sector.
- Create a leadership experience and opportunity for our Management Associate position.
AREAS OF STUDY
- The Career Options in the Financial Services Industry
- Wealth Management – Retirement, Wealth Expansion/Preservation
- Risk Management – Corporate/Individual Risk Calculation
- Credit Cards and Credit Management
- Financial Portfolio Design and Architect
- Sales and Marketing Concepts
- Business Management & Principles of Entrepreneurship
- One to one mentorship by award winning mentors
Application Instructions
Please apply for this position by submitting your text CV with photo using InternSG.
Kindly note that only shortlisted candidates will be notified.
Apply for this position
Financial Services Manager
Posted today
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Job Description
- Recruitment & Team Management
Recruit, coach, develop, and supervise up to 15 Financial Planners (FPs).
Build, motivate, and lead a professional, competent, and productive team.
Monitor team compliance, productivity, and achievement of sales targets and persistency.
- Business Development
Plan and execute strategies for sales growth and recruitment.
Develop a sustainable client base.
Perform personal sales to remain relevant and current.
- Quality & Compliance
Ensure proper documentation of FNAs and insurance applications.
Validate FPs' transactions to ensure client affordability and product suitability.
Monitor persistency and quality of business.
Ensure adherence to industry, regulatory, and company requirements, including HSBC Code of Conduct.
- Training & Development
Ensure FPs complete compulsory training, CPD hours, coaching, JFW, and meeting requirements.
Provide coaching, mentoring, and performance assessments (including JFW Assessments).
Maintain updated P-files and meeting records for audits, handovers, and reviews.
Personal Development- Stay competent and up to date through:
Compulsory training and Global Mandatory Training (GMT).
CPD hours and professional development courses.
- Attend regular coaching and meetings with Director or proxy supervisor.
- Complete required training programmes:
Manager Builder (FSM level).
AMTC Programme (for promotion to FSD).
- Obtain professional qualifications (e.g., ChFC, CLU).
Financial Services Consultant
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Job Description
Build a Career with Impact
At Prominence Wealth Advisory, we believe a career should be more than a paycheck — it should give you purpose, freedom, and the ability to shape your own future. Whether you're a fresh graduate ready to explore new opportunities or a professional considering a career switch, we offer a path that combines personal growth with meaningful work.
What Sets Us Apart
Impact That Matters
- Guide individuals, families, and businesses in protecting what they value most. Your advice creates security and confidence in every stage of life.
Growth on Your Terms
- We provide the tools, mentorship, and training you need — but how far you take your career is up to you.
Rewards That Reflect You
- Your dedication directly translates into earnings. With no income ceiling, your effort determines your success.
Learning That Never Stops
- Stay ahead with continuous professional development, skills workshops, and personalised coaching.
Culture That Cares
- We're a close-knit team that values integrity, respect, and collaboration. You'll never walk this journey alone.
Our Expertise
As an authorised representative of AIA Singapore, we deliver comprehensive solutions to meet diverse financial needs, including:
- Protection & Health Coverage
- Wealth Planning & Retirement Solutions
- Legacy & Estate Planning
- Business & Corporate Insurance
- Employee Benefits
The Role
As a Financial Services Consultant with Prominence Wealth Advisory, you will:
- Build trusted relationships with clients and understand their goals
- Design tailored strategies that safeguard health, wealth, and future aspirations
- Provide ongoing guidance through life's milestones and challenges
- Grow a sustainable career where you're recognised as a valued advisor
Requirements
Minimum GCE "A" Level, Local Polytechnic Diploma or Degree
At least 21 years old (regulatory requirement)
Singaporean or PR only
What You'll Gain
Access to industry-leading platforms and resources
A career that rewards performance and celebrates achievements
Flexible working arrangements to balance work and life
Clear advancement pathways with opportunities to lead and mentor
Be Part of Something Bigger
- If you're ambitious, passionate, and ready to create a positive impact, we'd love to meet you. Take the first step towards a career that gives you freedom, recognition, and purpose.
Apply today and let's shape the future together.
SP-PWA
Authorised Representative of AIA Singapore Private Limited
(Reg. No R)
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Financial Services Manager
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Your future is unlimited - why settle for less? Join us as a Financial Advisor and unlock world-class training, fast track promotions and income potential that rewards ambition.
Why Join us?
- Prestigious global branding
- Fast-track to Director in 2 years
- Hybrid & flexible work model
- 1-to-1 mentorship + structured training
- Competitive allowances & bonuses
- Qualified leads provided
Global travel incentives for top performers
Role
Lead & mentor a team of advisors
Drive leadership development & performance coaching
Requirements
Min. 2 years in financial services
CMFAS-certified (RES5, M9, M9A, HI)
Strong leadership & communication skillYour future is unlimited
Financial Services Consultant
Posted today
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we are looking for self-driven professional that finds satisfaction in providing top-notch customer service. A disciplined and determined team player, who is looking to achieve success.
Here's what's in store for you
- $3,000 Basic Pay + Commissions
(Weekly payout)
- 1 on 1 Mentorship and coaching by Global Platform Speaker / Professional Personal Coach
- Incentives and Overseas Company Trips
- Flexible working hours (No More 9 - 5 Desk Job)
Job Responsibilities
- Attend and follow up with Daily leads assigned
- Assist and advice on Client's financial needs and requirements
- Maintain relationships by responding timely and accurately to ensure a consistent customer experience
- Business Development experience to identify new opportunities in the market
If you meet the following requirements, please send us your updated resume in PDF format. Shortlisted candidates will be contacted in 2-3 working days. Good Luck
Job Type: Full-time / Part Time
Salary: $, Commission per month (up to 6,000- 10,000 and above)
Benefits:
- Flexible working hours
- Professional development
- Daily Leads provided
Schedule:
- Flexible hours
Supplemental pay types:
- Commission pay
- Performance bonus
- Incentives
- Basic Salary
Financial Services Consultant
Posted today
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Job Description
AIA Financial Services Consultant
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. At AIA, every day is a chance to make a real difference. Whether it's medical or financial protection, you are empowered to help your clients prepare for life's unexpected emergencies and help them reach their goals so that they can be life confident.
It's not just another job. And what we're looking for is not just another Financial Services Consultant.
At AIA, the most rewarding part of your job, is your job. Join us today.
Job Responsibilities
· Providing financial advice based on clients' financial and protection needs
· Providing recommendation to clients on wealth accumulation and legacy planning
Job Requirements
· Minimum full certificate in GCE 'A' Level, International Baccalaureate Diploma qualification, diploma awarded by a polytechnic in Singapore or equivalent.
· At least 21 years old(Based on MAS Requirements)
Benefits
· Performance-based incentives such as allowance, commission and overseas trips*
· Industry and company recognition, e.g. Million Dollar Round Table and Top Financial Services Consultants Award
· Continuous professional development through a comprehensive training and development program
· Opportunity to develop your leadership and management skills by building your very own agency and leading a team of professional Financial Services Consultants
To join us and make a real difference, send in your resume
*Terms and conditions apply
*By providing your personal data to us, you consent to your personal data being used, disclosed, stored, retained and processed by AIA Singapore Private Limited, its associated persons/ organisations, its and their third party service providers and its or their representatives, whether within or outside Singapore, for the purposes of recruitment and general administration relating to the aforementioned purpose(s)
SP-PWL
Authorised Representative of AIA Singapore Private Limited (Reg. No R)
Approval code:CC-MH