Personal Financial Consultant

Join to apply for the (Senior) Personal Financial Consultant role at OCBC . 2 weeks ago Be among the first 25 applicants. Who We Are As Singapore’s longest established bank, we have been dedicated to enabling individuals and businesses to achieve their aspirations since 1932. We take the time to truly understand people and provide support, services,...

Financial Consultant For more than two decades, AMG Financial Group has strived and demonstrated unwavering commitment to clients. With our headquarters in Hong Kong, one of the major financial hubs in the world, we have grown to become one of the leading providers of wealth management and financial advisory services in the region. Throughout the years, we...

A prominent financial institution in Hong Kong is seeking a Personal Financial Consultant to provide tailored financial advice, helping customers manage investments and achieve financial goals through effective budgeting and planning. Responsibilities include offering retail banking services, promoting diverse products, and ensuring compliance with...

Overview Personal Financial Consultant provides tailored financial advice to retail customers, helping them manage investments, financial plan, and achieve financial goals through budgeting, risk assessment, and strategic planning. Responsibilities Provide high quality one-stop retail banking services to retail banking customers Promote a wide range of...

SPRG is a leading, award‑winning, and caring public relations group with business in Hong Kong and overseas. The right candidate will be working for our clients that are listed or ready‑to‑list on the stock exchanges, to plan and implement their ongoing investor relations and media relations campaigns and IPO communications programs. Responsibilities...

A leading financial advisory firm in Hong Kong is seeking a dynamic Sales Consultant to join their team. This entry-level role involves acquiring high-net-worth clients and presenting tailored financial solutions. Successful candidates will be motivated by targets and possess exceptional communication skills. The position offers a competitive salary and an...

Sales Consultant Seeds Financial Group, in partnership with one of the world’s largest financial groups, provides top-tier financial advisory services. We empower our clients to achieve their financial goals through a wide range of sophisticated risk management, strategy, and asset allocation plans. With wealth management continuing to be a fast-growing...

Financial Consultant (Welcome experienced/graduates) Build your own career and start your dream!! Our team's motto is "Building Excellence, Creating Miracles" Insurance and wealth management industry is a fast growing industry. Choose the right career to develop is always important. We are a team of professional and experienced managers who can help you...

Education & Qualifications University level education is an advantage. HKCEE / HKDSE (at least passes in Chinese and Mathematics OR English and Mathematics at Grade E / Level 2 / "Attained" or above) plus relevant work experience. Good communication and interpersonal skills. Good command of Chinese. Key Responsibilities Provides financial strategies for...

Company Description: A leading international financial services organization, offering a wide range of insurance, wealth management, and asset management solutions to individuals and corporate clients. Job Description Listen to clients' life stories, including family, career, and dreams, to design tailored financial plans. Guide clients with a vision,...