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2,870

Consultant jobs in Singapore

Wealth Management Consultant

AIA

Singapore
On-site
SGD 45,000 - 65,000
5 days ago
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Anatomical Pathology Consultant — Singapore (Relocation)

Head Medical

Singapore
On-site
SGD 100,000 - 150,000
5 days ago
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Manufacturing Technician (Medical Devices MNC) - Up to $3.1K #HKH

Recruit Express

Singapore
On-site
SGD 60,000 - 80,000
5 days ago
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Finance Consultant

Advisors' Clique

Singapore
Hybrid
SGD 80,000 - 100,000
5 days ago
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Technical Consultant

Murex

Singapore
On-site
SGD 50,000 - 80,000
5 days ago
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Project Operations Coordinator | 5.5 Days | Up to $2.8K | Multiply Site - 0310

The Supreme HR Advisory

Singapore
On-site
SGD 20,000 - 60,000
5 days ago
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Legal Consultant - Insurance and Reinsurance

Axiom

Singapore
Hybrid
SGD 80,000 - 100,000
5 days ago
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Clinical Associate Consultant — Leadership & Research

SingHealth Group

Singapore
On-site
SGD 70,000 - 150,000
5 days ago
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Senior SAP MM & S/4HANA Lead - MM/WM/EWM Expert

APAR TECHNOLOGIES PTE. LTD.

Singapore
On-site
SGD 60,000 - 90,000
5 days ago
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Customer Success Consultant: SaaS for Hospitality (Remote)

Frontline Performance Group

Singapore
Hybrid
SGD 60,000 - 90,000
5 days ago
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Senior SAP SD/MM Consultant – S/4HANA & RISE Lead

NCS

Singapore
On-site
SGD 70,000 - 90,000
5 days ago
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Sales & Marketing Executive | Up to $7K | 5.5 Days | Tuas - 0310

The Supreme HR Advisory

Singapore
On-site
SGD 60,000 - 80,000
5 days ago
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Blast Engineering Consultant: Dynamic Loading & Protection

Pasona

Singapore
On-site
SGD 100,000 - 125,000
5 days ago
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Technical Advertiser Solutions Consultant II

Snap Inc.

Singapore
On-site
SGD 60,000 - 80,000
5 days ago
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SAP Senior Consultant (SD,MM)

NCS

Singapore
On-site
SGD 70,000 - 90,000
5 days ago
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Project Manager - IT Quality Assurance (JAVA)

Peoplebank

Singapore
On-site
SGD 80,000 - 110,000
5 days ago
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Care Consultant, Care Transition

Agency For Integrated Care

Singapore
On-site
SGD 50,000 - 70,000
5 days ago
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Care Transition Consultant: Client Advocacy & Care Coordination

Agency For Integrated Care

Singapore
On-site
SGD 50,000 - 70,000
5 days ago
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Customer Success Consultant

Frontline Performance Group

Singapore
Hybrid
SGD 60,000 - 90,000
5 days ago
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Product Deployment & Enablement Lead

THALES DIS (SINGAPORE) PTE. LTD.

Singapore
On-site
SGD 70,000 - 90,000
5 days ago
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Product Deployment Leader (MCS)

THALES DIS (SINGAPORE) PTE. LTD.

Singapore
On-site
SGD 70,000 - 90,000
5 days ago
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Cybersecurity Solutions Lead & Presales Architect

NCS PTE. LTD.

Singapore
On-site
SGD 90,000 - 120,000
5 days ago
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Learning & Development Lead – Insurance

Frazerjones

Singapore
On-site
SGD 100,000 - 125,000
5 days ago
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Operations Associate, Investment Management

Wilson

Singapore
On-site
SGD 60,000 - 80,000
5 days ago
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Insurance L&D Lead: Global Training & Competency

Frazerjones

Singapore
On-site
SGD 100,000 - 125,000
5 days ago
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Wealth Management Consultant
AIA
Singapore
On-site
SGD 45,000 - 65,000
Full time
5 days ago
Be an early applicant

Job summary

A financial services provider in Singapore is seeking an experienced individual to perform financial planning and manage client portfolios. The successful candidate will have 3-5 years of sales experience, preferably in the insurance sector, and will be responsible for achieving sales targets and ensuring a seamless customer experience. Relevant certifications are required. Join us today to make a difference!

Qualifications

  • 3-5 years of relevant experience in sales.
  • Experience in insurance-related sales environment.
  • Certifications in CMFAS M5, M9, M9A, HI required.

Responsibilities

  • Perform financial planning exercises with clients.
  • Manage inquiries and referrals from partners.
  • Ensure seamless customer experience.
  • Attend to servicing queries from clients.
  • Manage own portfolio of clients providing financial advice.
  • Drive company initiatives and participate in sales training.

Skills

Sales achievement
Customer service
Financial planning
Organizational skills
Portfolio management

Education

Diploma or higher
Job description

At AIA we’ve started an exciting movement to create a healthier, more sustainable future for everyone.

So if you believe in inspiring a better future, read on.

About the Role

Perform financial planning exercise with clients as an individual producer and see through success of sales activities, managing the overall production numbers and achieving sales targets under the leadership of the Head of Business Development. This is an exciting opportunity being part of a pioneer team, so join us today to make a difference!

Responsibilities
  • Perform financial planning exercise with clients as an individual producer and see through success of sales activities, managing the overall production numbers and achieving sales targets under the leadership of the Head of Business Development
  • Manage inquiries and referrals from introducers, internal and external partners, follow through directly with the customer throughout the entire sales cycle.
  • Ensure seamless customer experience from client application, medical to policy inception
  • Attend to servicing queries from clients and be the first point of contact for any customer complaints
  • Manage own portfolio of clients by Providing financial advice based on clients’ financial and protection needs Providing recommendation to clients on wealth accumulation and legacy planning Delivering a high level of professional customer service to customers
  • Driving company initiatives / projects, eg, Lead Generation Campaigns, Customer Promotions etc.
  • Participate in scheduled sales training and other professional development courses to enhance sales skills and meet the mandatory CPD hours requirement to ensure Fit & Proper.
Requirements
  • Minimum education : Diploma, Advanced / Higher / Graduate Diploma and higher
  • 3-5 years of relevant experience with demonstrated track record of sales achievement
  • Great enthusiasm, a can-do attitude, and exceptional organizational skills to this highly visible role to help with the sales growth.
  • Results-driven, professional, passionate for growth
  • Experience in Insurance related Sales environment with certifications in CMFAS M5, M9, M9A, HI.
  • Experience with HNW case management
  • Knowledge of estate planning, trust services will be added benefit
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* The salary benchmark is based on the target salaries of market leaders in their relevant sectors. It is intended to serve as a guide to help Premium Members assess open positions and to help in salary negotiations. The salary benchmark is not provided directly by the company, which could be significantly higher or lower.

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