Total 3,970 financial consultant job vacancies in Islandwide

Job brief

We are looking for a competitive Financial Consultant to generate new business by contacting potential customers. You will sell, solicit, differentiate and negotiate insurance plans that match the needs of your assigned or prospective customers’ portfolio.

Objective is to build up strong positive relationships, to ensure growth attainment and increase our firm’s reputation.

Responsibilities

• Develop marketing strategies and promote all types of new insurance contracts or suggest additions/changes to existing ones
• Breed productive relationships to create a pool of prospective clients from various sources by networking, cold calling, using referrals etc
• Evaluate business or individual customers’ needs and financial status and propose protection plans that meet their criteria
• Work with clients to deliver risk management strategies that fit their risk profiles
• Report the progress of monthly/quarterly initiatives to stakeholders
• Maintain bookkeeping systems, database and records
• Monitor insurance claims to ensure mutual satisfaction
• Achieve customer acquisition and revenue growth objectives
• Constantly update job knowledge and learn about new products and services
• Fulfill all policy requirements

Requirements and skills

• Minimum Diploma or Degree
• Proven working experience as a Financial Consultant or relevant experience
• Familiarity with all types of insurance plans (automobile, fire, life, property, medical etc)
• Basic computer knowledge and statistical analysis
• Proven ability to work with goals
• Demonstrated ability to communicate, present, influence and sell effectively
• Experience in delivering client-focused solutions and in creating long-lasting relationships

Seeking a dynamic career path with the opportunity for entrepreneurial growth and uncapped earning potential?

Explore the role of Financial Consultant – a career path that offers flexibility and the chance to make a meaningful impact, whether you're a recent graduate or an experienced professional seeking a new challenge. Join us to delve deeper into this rewarding opportunity.

Our Client:

One of the leading composite insurers in Singapore, offering life, health and general insurance since 1970.

Key Responsibilities:

• Assess clients’ financial situation to develop strategies to help clients meet their financial goals.
• Provide advice on insurance to help companies and individuals plan for their financial futures.
• Help clients with financial planning in areas such as retirement, education, and investments with our full product suite.
• Review and follow up with clients on a regular basis to assess how developments in their life might affect their financial plan.
• Preparing and interpreting financial document summaries, investment performance report and income projections for clients.
• Build and maintain effective relationships with existing clients.

Rewards & Benefits:

• Leads will be provided
• Allowances, attractive commission and incentives, annual bonuses and overseas trips
• Flexible working hours/ days
• Comprehensive training will be provided
• Acceleration Programme - structured corporate financing scheme up to first 18 months of your career to fast-track your success

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 (due to MAS requirements)
• You are interested in financial planning or wealth management or insurance. Prior work experience is not a requirement
• You enjoy interacting with people, are a good communicator and able to conduct yourself professionally
• Candidates with more years of relevant financial advisory experiences are welcome to apply
• Mid-career change and return to work candidates are welcome to apply

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.
•Interview clients to determine their current income, expenses, insurance coverage, financial objectives, risk tolerance, and other information needed to develop a financial plan
•Research and investigate available insurance/investment products to determine whether they fit into financial plans of clients
•Recommend financial planning strategies to clients to achieve their financial goals and objectives
•Implement financial planning recommendations to clients or prospective clients
•Arranging contracts of insurance for clients with the company
•Collecting initial premium from clients for the company
•Maintain persistency of sales in in-force policies

Requirements

•Diploma/ Degree holder in any discipline
•Prior working experience
•Excellent interpersonal skills and leadership potential

•M5/M9,M9A,HI are advantage

Responsibilities:

• Provide sound financial advice with proper fact-finding and review of customers financial goals
• Build & maintain long-lasting relationships with both existing and potential customers
• Capitalize on sales opportunities via customer events, financial reviews and branch engagement activities
• Proactively acting on leads from our database and setting up appointments with potential customers
• Ensure sales conversion by capitalizing on referrals

Requirements:

• Min GCE A Levels, Diploma or Degree in any field
• No prior experience required
• CMFAS certifications M5, M9, M9A, HI, BCP, PGI preferred, but not necessary
• Have good interpersonal skills and be passionate about helping customers achieve greater financial competency

Please state your availability, current and expected salary in the resume.

Qualified or interested candidates, please visit our GMP website at www.gmprecruit.com/current_jobs/posting.aspx to apply for this position with GMP Job Code: 23722

Tel: 6233 0482 - Eddie Tang (R1221129)

We regret that only shortlisted candidates will be notified.

GMP Technologies (S) Pte Ltd | EA Licence: 11C3793 | Eddie Tang | Registration No: R1221129

Job Description:

• Ensure timely and accurate completion of all months end close activities in line with the account and reporting calendar.
• Providing financial reports that accurately reflect financial performance of the account.
• Review the Contracts/Master Service Agreement in terms of Financial and Pricing clauses (such as COLA, price changes, volume commitments etc.) termination, SLA clauses and benchmarking related activities.
• Identifying and analyzing the risk and assessing the impact on the account and the organization in signing up the clauses and providing logical solutions & alternative positions for the effective closure.
• Lead all the planning cycles (Strategic Planning, Operating plans, forecasts etc.) with high level of accuracy and thorough understanding of the business dynamics in collaboration with the business at the account level.
• Ensure with the CP a complete understanding of the cost at the account level, including the basis of labour charges including utilization and non labour charges.
• Ensure forecast accuracy at the account level through financial modelling and analysis and providing decision making information to business, to include risk and operations related to the forecast.
• Drive the forecast process with the account level and maintain working files and models to support the process including view of backlog & sales pipeline.
• Monitoring Unbilled, deferred and Revenue at Risk related activities. Preparation of risk reports, assessing top line impacts and tracking the risk items till closure
• Support optimization of cash collection through timely billing at an account level
• Work to support the Account Team and Finance Manager to drive margin improvement initiatives with the account.
• Manage and lead ad-hoc projects ensuring compliance with all Revenue Recognition principles, AFM guidelines and adherence to SOX controls and compliance
• Participate in Balance Sheet Reviews, Asset Impairment Reviews, EAC reviews on a monthly and/or quarterly basis
• Support and provide information as necessary to finance support functions such as controllership and SOX compliance teams as and when requested
• Participate and support internal and external audits as necessary
• Maintain a strong control environment for assigned areas
• Build and maintain productive, beneficial relationships with Account Managers and delivery management and other internal groups.
• Assist operations’ managers on financial processes, systems, and the financial impact of business decisions.
• Provides in-depth business margin insights and analysis by translating variances in financial and non-financial KPIs into actions
• Build strong relationship with Finance leadership and other business functions across the organization.
• Partner with deliver/sell and other stakeholders to resolve various operational/strategic level challenges faced on the ground.
• Participate in the training initiative across teams and ensure at least one training session is taken up (as a trainer) during the financial year.

Experience Required:

• A track record of success in a similar role within a large services business
• Degree qualified in Finance with a CPA/CA
• Strong skills in forecasting, risk mitigation and achievement of financial goals.
• You must be able to build strong relationships within the business and help them to achieve their goals.
• Stakeholder management of Client Partner, Account Delivery, Business Operations, Finance Manager & FP&A, Controllership

To apply please click the Apply button or send us your updated profile to recruit@percept-solutions.com

EA Licence No.:18S9405 / EA Reg. No.:R1330864

Percept Solutions is undergoing a growth phase and are on the lookout for talent. Applicants are encouraged to follow Percept Solutions on LinkedIn @ https://www.linkedin.com/company/percept-solutions/ to stay up to date on our upcoming roles and events.

Roles and Responsibilities

• Develop individualised financial advice based on clients’ financial and protection needs.
• Help clients with financial planning in aspects such as retirement, education and investments.
• Provide clients with recommendations on wealth accumulation in accordance to their goals.
• Build long-term and trusted relationships with clients.
• Keep up to date with market development, investment products and other areas that can affect the market.

What We Offer:

• Different proven platforms to be given to kickstart and advance in your career.
• Not needed to approach own family members or friends to generate leads.
• Provide 1 to 1 mentorship.
• Extensive training provided by professional trainers to help you develop your knowledge and soft skills.
• Monthly allowance and other cash incentives.
• Overseas trip incentives.

Eligibility

• Meeting MAS-FAA regulations, you should be at least of 21 years of age to quality as a financial planner
• Minimum full certificate in GCE A Level, International Baccalaureate Diploma qualification, diploma awarded by a Polytechnic in Singapore or equivalent (further specific requirements may apply to determine equivalent academic qualifications).
• Good interpersonal skills.
• Committed, driven and eager to succeed.
• No work experience required.

Technical Skills and Competencies You Will Learn

• Insurance and Financial Planning Fundamentals
• Certifications in CMFAS
• Communication and Networking Skills
• Sales and Marketing Skills
• Client Relationship Management

Do you thrive in sales and have a passion for helping people? This is your chance to make a difference! We're looking for energetic individuals who want to build a successful career in financial consulting. This opportunity is a great fit for experienced professionals like Financial Advisors, Insurance Specialists, Bankers, and those with Bancassurance experience who are ready to take their careers to the next level.

In this role, you'll use your financial expertise to:

• Help clients invest their money wisely
• Build strong relationships with existing clients and find new ones
• Analyze clients' financial needs and recommend personalized plans
• Create and manage investment portfolios for clients
• Partner with clients to achieve their financial goals
• Stay up-to-date on the latest investment trends and regulations

If you're a motivated individual who enjoys helping others succeed financially, we want to hear from you!

• Earn what you're worth! Our compensation plan lets you build a steady income stream.
• Get expert guidance. Learn from a top advisor and grow your investment knowledge.
• Work on your schedule. Enjoy the flexibility to set your own hours.

Who we're looking for:

• Singaporeans who are 21 or older (MAS regulation).
• Individuals with initiative and fresh ideas.
• People who are ambitious and goal-oriented.
• Those who enjoy building relationships and helping others.
• Client-focused individuals with a strong work ethic.
• Candidates with a minimum of a full GCE A' Levels certificate, a Polytechnic Diploma, or a Local University Degree.
• Individuals with the required Capital Markets & Financial Advisory Services (CMFAS) certifications

Job Description:

• To provide valuable advices to customers in a professional mannerTo perform skin analysis to customers
• provide professional skin consultations.
• Provide skincare consultation, product demonstration, recommendations on treatment plans and suitable products to client
• Develop training materials which support the overall staff’s.
• To conduct hands on training for the beauty therapists.
• Support the training team in ad-hoc training projects/corporate initiatives.
• Provide training and coaching to the beauty therapist on assessing customer’s skin needs and recommendation of products and services to cater the customer’s needs.

Requirement:

* People oriented, highly self-motivated

* Consultant, Training or coaching experience within the retail beauty industry

* Able to work under pressure with minimum supervision

* Team player that displays tact and good initiative with a pleasant disposition

* Candidates with relevant beauty or complementary therapy qualifications would be highly advantageous for the role (E.g. ITEC, CIBTAC, CIDESCO, NITEC, etc.)

* At least 3 to 4 years of relevant experience years in a similar role within Retail Operations and / or Beauty / Spa Industries.

* Will need travel overseas

Responsibilities:

• Provide sound financial advice with proper fact-finding and review of customers financial goals
• Build & maintain long-lasting relationships with both existing and potential customers
• Capitalize on sales opportunities via customer events, financial reviews and branch engagement activities
• Proactively acting on leads from our database and setting up appointments with potential customers
• Ensure sales conversion by capitalizing on referrals

Requirements:

• Min GCE A Levels, Diploma or Degree in any field
• No prior experience required
• CMFAS certifications M5, M9, M9A, HI, BCP, PGI preferred, but not necessary
• Have good interpersonal skills and be passionate about helping customers achieve greater financial competency

Please state your availability, current and expected salary in the resume.

Qualified or interested candidates, please visit our GMP website at www.gmprecruit.com/current_jobs/posting.aspx to apply for this position with GMP Job Code: 23722

Tel: 6233 0482 - Eddie Tang (R1221129)

We regret that only shortlisted candidates will be notified.

GMP Technologies (S) Pte Ltd | EA Licence: 11C3793 | Eddie Tang | Registration No: R1221129

Work-life balance, essential financial knowledge, attractive remuneration

This role offers flexible work arrangement, equipping you with essential knowledge on financial planning, along with attractive remuneration. Fret not, training and mentorship will be provided. Connect with us and explore a fulfilling career in financial advisory.

Fresh graduates and those looking for a mid-career switch are welcome too!

A Day in The Life of a Financial Advisor:

• Client Networking: Establish and grow a strong client base through networking and prospecting.
• Financial Strategy Development: Understanding your clients’ financial situations and goals to devise strategies that cater to their needs.
• Insurance and Financial Advisory: Provide a holistic approach on insurance and financial planning in areas such as retirement, education, and investments supported by our comprehensive product suite.
• Financial Analysis: Prepare and present financial summaries, investment reports, and income projections for clients.
• Client Relationship Management: Build strong relationships through regular reviews to adapt clients’ financial plans to life changes.

Benefits & Rewards:

• Tailored Training: Gain essential CMFAS certifications and skills through structured courses, with mentoring from experienced and dedicated consultants.
• Attractive Rewards: Embrace our 'work hard, play hard' work ethos, with incentives for top performers.
• Attractive Income Structure: Earn attractive income through a multi-layered incentive system, including commissions, performance incentives, annual bonuses, and exclusive incentive trips.
• Mentorship from Success Stories: Guided by mentors who began their successful careers as students, including one who earned S$90K/month during their days at NUS.
• Flexible Working Hours: Suitable for students.
• Student Funding Programme: Benefit from our corporate financing scheme specifically designed for university students, supporting you in the first 24 months of your career.

Qualifications:

• Singaporean / Singapore PR preferred
• Minimum 21 years old with Polytechnic Diploma, GCE 'A' level Certification or Degree in any field
• Result-oriented & highly-motivated
• Strong interpersonal skills with a passion to serve

Apply now and kickstart your career in financial advisory!

Our client is a MNC in sport entertainment industry. Due to business needs, they are now recruiting a Senior Financial Analyst to be part of their FP&A team for ongoing transformation projects. They are located in the Central Area - easily accessible.

Responsibilities:

• Assist in ERP system deployment for new venues.
• Handle systems and integrations (Finance, HR, POS, Procurement).
• Assist in implementing venue-specific transaction databases using PowerBI
• Conduct data mining for daily transactions
• Align data presentation with Venue Operations assumptions.
• Troubleshoot post-launch issues.
• Aid in data analysis and reporting.
• Assist with financial and statutory reporting.

Requirements:

• Min Diploma in Finance / Accountancy or any related field
• Minimum 2-3 years experience in financial analysis
• Experience in using Oracle is a bonus

Interested candidates who wish to apply for the advertised position, please click APPLY NOW or email an updated copy of your resume/cv.

We regret that only shortlisted candidate will be notified.

Email Address: jobs@recruitpedia.sg

Recruitpedia Pte. Ltd.

EA License No: 19C9682

EA Reg. No. R2198636 (Oh Puey Xin)

• Through the communication and understanding with the schoolteacher, subject tuition teachers to develop children’s learning plan, counselling children to complete the learning tasks;
• Know how to educate and guide rebellious teenager step by step
• Need to be responsible for the development and participation of children after school and holidays outdoor activities and learning activities

The candidate:

• Bilingual Chinese and English (in order to handle queries and concerns from Mandarin and English speaking parents and children.)
• Degree holder, prefer major in education or psychology
• Positive, discreet team player
• Professional at all times
• Salary package is negotiable for the right person

• Competitive salary + AWS + VB
• Min 3 years FP&A/ Analysis experience
• Based in Ang Mo Kio

Our client, a Global MNC, has an opportunity for a Winner to join the Team as a FP&A.

Key Responsibilities:

• Co-ordinate, prepare, compile, and analyze the Annual Budget before submission to the corporate office
• Analyses financial performance of products, investigates unusual items, and provides financial advice to operations departments in monthly forecast reviews
• Co-relate complex data from numerous sources & formulating it into management reports
• Review a wide variety of records to ensure data validity
• Manage SOX and internal/external audit queries
• Streamline processes and participate in ad-hoc projects to revamp report format

Key Requirements:

• Bachelors Degree in related field
• Experience in FP&A in manufacturing environment.
• Strong in analytics

Additional Information

• Location: Ang Mo Kio
• Working Days: Monday to Friday

HOW TO APPLY:

Simply submit your application with your updated Resume in MS Word Format to Elsa Adam (EA Personnel Reg. No.: R22109576) (EOG) by clicking the ‘Apply link’

or call your friendly Consultant, Elsa Adam, at 6590 9943 for a confidential discussion.

Please indicate the below information in your resume:

• Current & Expected Salary
• Reason(s) for leaving
• Notice Period / Availability to commence work

YOUR SUCCESS IS OUR ACHIEVEMENT!

Notice:

We would like to inform that only short-listed candidates will be notified. All applications will be treated with the strictest confidence.

By submitting any application or resume to us, you will be deemed to have read & agreed to the terms of our Privacy Policy, and consented to us collecting, using, retaining and disclosing your personal information to prospective employers for their consideration, and for our marketing EDMs which you may opt out by unsubscribing in the mailer. You may refer and access our website at

https://www.achievegroup.asia/privacy-policy/ for more information.

Cessation of Collection of full NRIC Numbers:

In compliance with the Personal Data Protection Act and commitment to protect candidates’ personal data, Achieve Group will cease to collect, process or use full NRIC numbers during our screening and job application process.

Kindly ensure your resume provided to us does not contain your full NRIC number and full home address during your job application.

Work-life balance, essential financial knowledge, attractive remuneration

This role offers flexible work arrangement, equipping you with essential knowledge on financial planning, along with attractive remuneration. Fret not, training and mentorship will be provided. Connect with us and explore a fulfilling career in financial advisory.

Fresh graduates and those looking for a mid-career switch are welcome too!

A Day in The Life of a Financial Advisor:

• Client Networking: Establish and grow a strong client base through networking and prospecting.
• Financial Strategy Development: Understanding your clients’ financial situations and goals to devise strategies that cater to their needs.
• Insurance and Financial Advisory: Provide a holistic approach on insurance and financial planning in areas such as retirement, education, and investments supported by our comprehensive product suite.
• Financial Analysis: Prepare and present financial summaries, investment reports, and income projections for clients.
• Client Relationship Management: Build strong relationships through regular reviews to adapt clients’ financial plans to life changes.

Benefits & Rewards:

• Tailored Training: Gain essential CMFAS certifications and skills through structured courses, with mentoring from experienced and dedicated consultants.
• Attractive Rewards: Embrace our 'work hard, play hard' work ethos, with incentives for top performers.
• Attractive Income Structure: Earn attractive income through a multi-layered incentive system, including commissions, performance incentives, annual bonuses, and exclusive incentive trips.
• Mentorship from Success Stories: Guided by mentors who began their successful careers as students, including one who earned S$90K/month during their days at NUS.
• Flexible Working Hours: Suitable for students.
• Student Funding Programme: Benefit from our corporate financing scheme specifically designed for university students, supporting you in the first 24 months of your career.

Qualifications:

• Singaporean / Singapore PR preferred
• Minimum 21 years old with Polytechnic Diploma, GCE 'A' level Certification or Degree in any field
• Result-oriented & highly-motivated
• Strong interpersonal skills with a passion to serve

Apply now and kickstart your career in financial advisory!

Job Highlights

• Contract Duration: 8 Months.
• Nearest MRT Station: Kent Ridge MRT.
• 5 Working Days per Week.

Responsibilities

• Process margin calls and interest.
• Process trades done by Investment Office.
• Process capital calls / distributions and reconcile the unfunded commitments.
• Liaise with custodian to ensure trades are correctly posted.
• Download fund / bank / custodian statements and reports.
• Assist with daily reconciliations of cash, FX and stock positions.
• E-file and maintain records of transactions.
• Assist in Treasury initiatives and projects.

Requirements

• Singaporean only.
• Knowledge or experience in Finance/Banking will be advantageous.
• Highly adaptable and multi-task in a dynamic environment.

Interested candidates please click “Apply Now”.

We regret to inform that only shortlisted candidates will be informed.

Angelle Patrick John

Fulfillment Team

BGC Group Pte Ltd

EA: 05C3053