Financial Service Consultant

DINGYE EMPLOYMENT AGENCY PTE. LTD.; Singapore; On-site; SGD 42,000 - 60,000; Full time

Job summary

DINGYE EMPLOYMENT AGENCY PTE. LTD. in Singapore is seeking an Insurance Agent or Investment Specialist to serve as a trusted financial partner. You will deliver holistic financial planning, retirement strategies, and investment guidance through face-to-face meetings and digital channels.

You will advise clients on insurance solutions, develop tailored plans, conduct portfolio reviews, and build lasting relationships to support clients' long-term wealth goals.

Responsibilities

• Advise clients on insurance solutions aligned with financial security and long-term wealth goals
• Develop and implement comprehensive financial plans tailored to individual and business client needs
• Provide investment guidance to optimize client portfolios for growth and risk management
• Conduct retirement planning to help clients prepare for financial independence
• Perform ongoing portfolio reviews to adjust strategies based on market conditions and client objectives
• Engage clients through both in-person meetings and digital platforms to ensure accessibility and convenience
• Build and maintain strong client relationships to foster trust and long-term partnerships

Job description

Job Summary

The Insurance Agent or Investment Specialist acts as a trusted financial partner, delivering holistic financial planning, investment advice, retirement strategies, and portfolio reviews to individuals and businesses via face-to-face and digital channels.

Responsibilities

• Advise clients on insurance solutions that align with their financial security and long-term wealth goals
• Develop and implement comprehensive financial plans tailored to individual and business client needs
• Provide investment guidance to optimize client portfolios for growth and risk management
• Conduct retirement planning to help clients prepare for financial independence
• Perform ongoing portfolio reviews to adjust strategies based on market conditions and client objectives
• Engage clients through both in-person meetings and digital platforms to ensure accessibility and convenience
• Build and maintain strong client relationships to foster trust and long-term partnerships