Provide financial advice with proper understanding of the customers’ profiles and review of customers’ financial goals 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 customer leads from our database and setting up appointments with potential customers Ensure sales conversion by capitalizing on referrals from Branch Services colleagues ...

Face to face direct sales distribution targeted in the area of insurance planning and servicing Provide sound financial advice with proper understanding of customers’ profiles and review of customers’ financial goals Achieve sales targets through soliciting prospects and concluding quality sales Capitalize on sales opportunities from the walk-in customers at our retail partners’ outlets Provide post sales services such as policy review and other administrative requests Diploma/Degree Holder 2 ...

Our client is a banking subsidiary of a Financial Group in Japan, one of the world’s largest financial service providers. They have a presence in Singapore for over 40 years and holds a full bank license and provides banking services. Financial reporting and control, including Head Office, MAS and Statutory reporting Financial and Management Accounting as well as regulatory reporting, daily compliance, nostro reconciliation and irregular accounts control Managerial or tax reporting and analysis ...

Our client is a banking subsidiary of a Financial Group in Japan, one of the world’s largest financial service providers. They have a presence in Singapore for over 40 years and holds a full bank license and provides banking services. Processing loans, guarantees via ISPS, LAMPS, Gbase Preparing/checking guarantee text Preparing funding memo Preparing SWIFT payments Handling applications for loans / guarantees, etc Monitoring maturity dates and settlement of loans All administrative duties rela ...

Our client is now a successful group of financial consultants representing Great Eastern Financial Advisers Private Limited (GEFA), with a strong culture and unique identity. Helps clients accomplish financial objectives by assessing financial situation; developing and presenting financial strategies and plans; monitoring changes in financial status and life circumstances. We also help businesses assess their risk and suggest risk protection solutions. Building of your own team for you to be g ...

Our client is a banking subsidiary of a Financial Group in Japan, one of the world’s largest financial service providers. They have a presence in Singapore for over 40 years and holds a full bank license and provides banking services. Responsible to solve customers' inquires at front end base Handle SGD and foreign currency (USD) cash deposit/withdrawal and with experience in detecting forgery notes Handle local clearing cheque deposits Participate in UAT testing, project implementation, stud ...

Our client has been in the financial industry since 1989. Their vision is to guide their clients and associates to achieve financial security and growth. Since their inception, they have trained and groomed many top financial planners, and remain committed to helping clients make informed financial decisions. Ensure all compliance & regulatory guidelines are met and that internal recruiting policy & practices are executed Manage relationships with executive search firms, agencies and temporary ...

Our client has been in the financial industry since 1989. Their vision is to guide their clients and associates to achieve financial security and growth. Since their inception, they have trained and groomed many top financial planners, and remain committed to helping clients make informed financial decisions. Provide analysis and evaluation of clients financial status Provide a total financial solution in insurance and wealth management Building a long-term relationships with clients Stay updat ...