Post FREE Ad
You might be interested in these similar ads
Wealth Management Trainee -(With one of the biggest agency in Singapore!)
· Trained to be well-versed in various aspects of financial advisory roles including investments, savings, insurance etc · Establish clients’ financial goals and determine current financial situations · Customize solutions to suits client’s needs and regularly review clients’ portfolio Benefits · Personal and group coaching provided · Fast t ...
Full Time Financial Consultants/ Banking/ Finance
Full Time Financial Consultants/ Banking/ Finance Company: Pinnacle Financial Services Salary range: $1500 - $6000 Category: Banking and Finance Financial consultant position available. Responsibilities: Learn to evaluate client's financial status and developing compelling value proposition plans. Establish and develop relationships. Build la ...
Financial Services Consultant in City Hall Clarke Quay, preview image
Financial Services Consultant
Job Scope: • Financial advisory on risk and wealth management. • Help clients accomplish financial objectives by assessing financial situation; developing and presenting financial strategies and plans; monitoring changes in financial status and life circumstances. • Develops financial strategies by guiding client to establish financial goals; matching goals to situation with appropriate financi ...
Financial Services Consultant
The OpportunityOpportunity to progress into management and lead a team in 1-3 yearsPotential to earn up to 100k income within 2-3 years. What You Will LearnFinancial Consultancy ServiceEstate PlanningBusiness Risk & Succession ManagementRetirement Fund Strategy Job DescriptionProvide financial guidance to potential clientsProduce Financial Health Summary for clientsAdvis ...
Financial Advisor - Fixed Basic + Comm
Client Financial Adviser - Fixed Branch Basic Salary : $2,600 - $2,800 Average Gross Salary: $2,800 - $8,000 Working Days: 5 Days Work Week (4 Weekdays Inclusive of 1 Weekend - either Sat or Sun) Working Hours: 11am - 8pm Location: Fixed Branch nearest to your house (Branch-based salesperson) Company Benefits: Full statutory benefits (CPF Contribution, 18 days AL, 1 bi ...
IMMEDIATE // SALES REPRESENTATIVE // UP TO $4000/MONTH  in City Hall Clarke Quay, preview image
IMMEDIATE // SALES REPRESENTATIVE // UP TO $4000/MONTH
Recruitfirst is hiring Temp Sales Representative! You will be deployed to: Location: Raffles PlacePay: Basic up to $2000/month + CommissionDuration: 6 monthsWorking hours: Mon - Fri, 9.30 am - 6.30 pmResponsibilities:• Generate and qualify leads through cold calling pre-determined potential clients• Manage leads by tracking and following up on them• Conduct sales pitches to leads via the phone or ...
CONTRACT FINANCE ASSISTANT (Immediate/ Clark Quay/ Up to $2000 per month)
Responsibilities: • Assist in generating daily sales reports • Checking and processing of receipts, invoices and relevant documentation • Must be able to handle mandarin speaking clients • Any other ad-hoc duties Additional Information: • Working Hours: 10am – 7pm (Mon-Fri) Qualified or interested candidates, please SMS/ Whatsapp 91903594 with your details: Nam ...
More ads

Wealth Management Consultant

Post an ad like this for FREE!

Singapore

Responsibilities:

As a Financial Consultant, you will profile clients and provide them with advice and solutions to meet their financial needs through our proven financial advisory process. You will achieve this through the implementation of suitable solutions and various Investment Solutions after analysing every client’s unique financial situation.

• To profile clients’ needs and provide them with purposeful financial consulting services.
• To acquire new clients through your own means or through our dynamic range of business development and sales activities.
• Actively promote and cross-sell a wide range of wealth management products – such as Structured Investment, Life Insurance, Personal and Commercial Insurance, Unit Trusts and Alternative Investment etc.
• Engage in business development activities, including client presentations, demos, proposal writing, and meetings.

Skills:

• Self-motivated, with a strong will to excel in a competitive environment.
• Diploma (Of 900 hours of curriculum)/ Degree from any discipline
• Ability to effectively interact and communicate with a broad range of people.
• Pleasant personality and good learning attitude.

If interested, kindly message me to apply. Thanks.