· Establish and sustain strong relationships with existing and potential clients
· Assist clients with updates to their financial planning models so they can see that they still can expect to accomplish their goals
· Identifying and capitalising on untapped...
To promote and cross-sell a range of Financial Services Products (Insurance, Personal Loans, Credit Cards & Remittance service) to target customers within Post Offices and at offsite roadshows.
Maintain good rapport with business partners’ sales teams...
If you are looking to:
✅Get more exposure to risk management, sales and wealth/asset management firms
✅Learn from your peers and mentors with massive track record
✅Breakthrough of your introversion and limitation, development of your communication skills
✅Lead the life...
Client Services (Financial Institutions) with Institutional Banking Group
Legal & Compliance
Preparing comprehensive due diligence reviews on new/ existing clients focusing on areas such Know-Your-Client (KYC)...
...opportunities to apply your knowledge and experience that will shape our services. You’ll build valuable relationships with clients and develop... .... You will also be performing evaluation in areas related to financial risk, product distribution and capital issues. You will also...
...and understand what internal stakeholders need/hope to achieve
Maximize portfolio growth
Working with clients to identify their financial needs and ensure customer satisfaction
Minimum full certificate in GCE ‘A’ Level, International Baccalaureate...
Lead and manage high-impact projects end to end, to build our financial services business not limited to areas in retail finance, product development, go-to- market, partnerships, business development, compliance, regulatory, cash flow and capital...
...Hello! Welcome! We're currently on a mission to transform the financial advisory profession and pushing for financial education in the online space. If you're someone who is highly motivated & keen to bring a positive impact to people, join us in this journey ahead.
...schemes available (attractive package)
Provide financial advice to client based on their profile and needs
Build... ...their needs
Setting appointments to visit and share suitable services/solutions to prospective clients
...across investment life cycle
Monitoring sector trends and company developments for existing investment portfolios
Evaluating financial services business models, identifying investment thesis and risks
Conducting financial analysis and modeling, industry research, and...
Accounts consolidation and documentation
Attend sponsored courses
Upon good performance, recommended for sponsorship of CMFAS certification
Support in Agency administration
Support in Customer acuisition
Assist in planning and execution...
...Digital and technology enablement
Programme management support
We are looking to expand our fast growing insurance advisory services in Singapore and are looking for self-motivated candidates that will play a significant role in driving the continued growth of our insurance...
...and be a partner with respect to improving governance, risk and control frameworks.
The ideal candidate would come from a Financial Services audit background. You should have at least 5-8 years of relevant experience and professional qualifications such as CA/CIA/CPA would...
...perform assessments, discuss the findings and prepare assessment reports
• Contributing to IFRS 17 projects including assisting in financial impact assessment, performing actuarial modelling and providing technical support
• Participating in advisory engagements related...
...and get ahead of your peers in qualifications and experience?
We have internship programmes specially catered for students in financial services and agency management:
Industry recognised certifications in financial services industry
Full training on financial services...
...motivated individuals to join our dynamic team in this fast-growing financial industry. We recognize every individual’s talents and we will... ...mindset, you are the one we are looking for!
Financial Services Consultant
· Provide sound financial...
a. Expose the interns to the financial services sector.
b. Create a leadership experience and opportunity for our Management Associate position.
AREAS OF STUDY
The Career Options in the Financial Services Industry
...Financial Services Consultant
Are you looking for a career that's #NotJustAnotherJob
Our client specialises in helping their customers/clients (both corporate and consumer level) grow and protect their wealth via various financial products and services)
...Providing financial advise based on clients’ financial and protection needs
Providing recommendation to clients on wealth accumulation... ...business entities
Delivering a high level of professional customer service to customers
Building and cultivating client relationships...
Xchange advisory group specialize in wealth management solutions for our clients. Join us to embark on a rewarding and meaningful career!
You will be responsible for :
Developing and managing a portfolio of Key Accounts.
Achieving monthly sales targets...