Financial planner jobs

Roles & Responsibilities Role: Wealth Planner [Investment Advisory |Capital & Financial Markets] This is a perm role for our client in the banking sector Job Scope - Trust Advisory Business, Family Offices. - Responsible for structured account conversions, account administration and risk management. Job Description Sales Functions (50%) - Responsible for analyzing client circumstances,...

A financial services agency in Singapore is seeking candidates to help establish clients' financial goals, protect families' futures, and build wealth for longevity. Ideal applicants should have GCE 'A' Levels or equivalent, excellent customer focus, and a personable demeanor. Regulatory compliance requires candidates to be at least 21 years old and attain specific CMFAS certifications, with...

A leading financial services firm is seeking a Special Needs Financial Planning Professional in Singapore. This part-time, project-based role demands 8+ years of expertise in special needs financial planning, including knowledge of trusts and financial eligibility standards. Responsibilities include developing content, reviewing plans, and ensuring legal accuracy. Ideal candidates will...

A financial consultancy firm in Singapore is seeking an entry-level Financial Consultant to provide tailored financial planning and investment advice. The role involves evaluating clients' financial needs, developing investment strategies, and creating retirement plans. Candidates should have a bachelor's degree in a relevant field and possess strong analytical and communication skills....

A leading insurance company based in Singapore is seeking a Financial Consultant. This role offers flexibility and unlimited income potential, making it ideal for fresh graduates or professionals seeking a career change. Responsibilities include assessing client financial situations, providing insurance advice, and building relationships. The position is entry-level, with no prior experience...

Job Summary: Our client is an established bank in the global market. We are looking for suitable candidates to join them as a Wealth Planning Manager Responsibilities - Attending to customers and provide financial advice. - Plan out and manage investment policies to achieve clients' financial goals. - Maintain and develop long-lasting relationships with both existing and potential customers. -...

Roles & Responsibilities Role: Wealth Planner [Investment Advisory |Capital & Financial Markets] This is a perm role for our client in the banking sector Job Scope Trust Advisory Business, Family Offices. Responsible for structured account conversions, account administration and risk management. Job Description Sales Functions (50%) Responsible for analyzing client circumstances, objectives,...

A financial consultancy firm in Singapore is seeking an entry-level Financial Consultant to provide tailored financial planning and investment advice. The role involves evaluating clients' financial needs, developing investment strategies, and creating retirement plans. Candidates should have a bachelor's degree in a relevant field and possess strong analytical and communication skills....

Job Summary: Our client is an established bank in the global market. We are looking for suitable candidates to join them as a Wealth Planning Manager Responsibilities Attending to customers and provide financial advice. Plan out and manage investment policies to achieve clients' financial goals. Maintain and develop long-lasting relationships with both existing and potential customers. Capitalise...

A financial consultancy firm in Singapore is seeking an entry-level Financial Consultant to provide tailored financial planning and investment advice. The role involves evaluating clients' financial needs, developing investment strategies, and creating retirement plans. Candidates should have a bachelor's degree in a relevant field and possess strong analytical and communication skills....

Roles & Responsibilities Role: Wealth Planner [Investment Advisory |Capital & Financial Markets] This is a perm role for our client in the banking sector Job Scope Trust Advisory Business, Family Offices. Responsible for structured account conversions, account administration and risk management. Job Description Sales Functions (50%) Responsible for analyzing client circumstances, objectives,...

Job Summary: Our client is an established bank in the global market. We are looking for suitable candidates to join them as a Wealth Planning Manager Responsibilities Attending to customers and provide financial advice. Plan out and manage investment policies to achieve clients' financial goals. Maintain and develop long-lasting relationships with both existing and potential customers. Capitalise...

Roles & Responsibilities Role: Wealth Planner [Investment Advisory |Capital & Financial Markets] This is a perm role for our client in the banking sector Job Scope Trust Advisory Business, Family Offices. Responsible for structured account conversions, account administration and risk management. Job Description Sales Functions (50%) Responsible for analyzing client circumstances, objectives,...

Roles & Responsibilities Role: Wealth Planner [Investment Advisory |Capital & Financial Markets] This is a perm role for our client in the banking sector Job Scope Trust Advisory Business, Family Offices. Responsible for structured account conversions, account administration and risk management. Job Description Sales Functions (50%) Responsible for analyzing client circumstances, objectives,...

Roles & Responsibilities Role: Wealth Planner [Investment Advisory |Capital & Financial Markets] This is a perm role for our client in the banking sector Job Scope Trust Advisory Business, Family Offices. Responsible for structured account conversions, account administration and risk management. Job Description Sales Functions (50%) Responsible for analyzing client circumstances, objectives,...

Roles & Responsibilities Role: Wealth Planner [Investment Advisory |Capital & Financial Markets] This is a perm role for our client in the banking sector Job Scope Trust Advisory Business, Family Offices. Responsible for structured account conversions, account administration and risk management. Job Description Sales Functions (50%) Responsible for analyzing client circumstances, objectives,...

Roles & Responsibilities Role: Wealth Planner [Investment Advisory |Capital & Financial Markets] This is a perm role for our client in the banking sector Job Scope Trust Advisory Business, Family Offices. Responsible for structured account conversions, account administration and risk management. Job Description Sales Functions (50%) Responsible for analyzing client circumstances, objectives,...

Roles & Responsibilities Role: Wealth Planner [Investment Advisory |Capital & Financial Markets] This is a perm role for our client in the banking sector Job Scope Trust Advisory Business, Family Offices. Responsible for structured account conversions, account administration and risk management. Job Description Sales Functions (50%) Responsible for analyzing client circumstances, objectives,...

Roles & Responsibilities Role: Wealth Planner [Investment Advisory |Capital & Financial Markets] This is a perm role for our client in the banking sector Job Scope Trust Advisory Business, Family Offices. Responsible for structured account conversions, account administration and risk management. Job Description Sales Functions (50%) Responsible for analyzing client circumstances, objectives,...

Roles & Responsibilities Role: Wealth Planner [Investment Advisory |Capital & Financial Markets] This is a perm role for our client in the banking sector Job Scope Trust Advisory Business, Family Offices. Responsible for structured account conversions, account administration and risk management. Job Description Sales Functions (50%) Responsible for analyzing client circumstances, objectives,...