Total 2 financial consultant job vacancies in Singapore

Ascentia Consulting Executives is a well-established agency branch representing Manulife (Singapore) Pte. Ltd., with a team consists of award-winning Financial Representatives, such as 5 Million Dollar Round Table (MDRT) Qualifiers and 1 Court of the Table Qualifier (COT) in 2024.

Taking root in 2020, Ascentia Consulting Executives offers one-stop integrated financial services to both corporations and individuals.

Through our unique platform with multiple insurance providers, we are able to provide our clients with holistic financial planning solutions, ranging from Investment Planning, Retirement Planning, Keyman Insurance Planning, Employees Benefit Planning, Education Planning and Estate Planning.

If you are a fun-loving team player who is seeking for growth, we welcome you to join ACE Internship!

Internship Highlights:

• Learn & apply wealth management & risk management concepts
• Cultivate entrepreneurship spirit & sharpen entrepreneurial skills
• Gain experience in the financial services industry
• Craft & manage creative social media campaigns

Benefits:

• Attractive monthly allowance package
• Fully sponsored CMFAS exams
• 1-1 personalized training and mentorship with successful industry practitioners

Requirements:

• Singaporean or PR only
• At least 21 years old (regulatory requirement)
• Full certification in GCE 'A' Levels / Polytechnic Diploma/Degree holders (Local Certifications)
• No working experience required as trainings will be provided
• Undergrads are welcome

Job Description: Associate Management Consultant

As an Associate Management Consultant, you will join our dynamic team to support our exisitng & New clients in achieving their strategic objectives and driving organization growth. In this role, you will collaborate with experienced consultants to analyze , develop insights, and provide recommendations that address our clients' most pressing challenges. This role offers a unique blend of analytical , strategic thinking, and client interaction, providing you with valuable experience and opportunities for professional development. If you are a proactive problem solver with a passion for making an impact, we invite you to join us as we help our clients navigate complexity and unlock opportunities for success.

Responsibilities:

• Conduct research and analysis to support client engagements, including market research.
• Assist in developing comprehensive project plans, timelines, and deliverables, incorporating proposing assets solution planning elements discreetly.
• Conduct thorough analysis to assess clients' portfolio and identifying areas for improvement and growth.
• Assist in the development of strategic planning and forecasts, integrating advisory elements to optimize clients' goal performance. Collaborate with project teams to develop project plans, timelines, and deliverables.
• Manage project tasks and milestones effectively, incorporating financial planning strategies to support clients' overall objectives.
• Gather, analyze, and interpret financial data from various sources to provide discreet insights and recommendations for clients.
• Collect, analyse, and interpret financial data to support decision-making and solution development for clients.
• Collaborate with cross-functional teams to develop and implement strategic solutions that optimise strategy performance.
• Conduct client meetings, and presentations, providing solution and guidance.

Requirements:

• Singaporeans only Polytechnic Diploma/Degree holders (Local Certifications)
• Proven experience in strategic consulting or similar roles.
• In-depth knowledge of financial industry dynamics, markets, and regulations.
• Strong interpersonal and communication skills.
• Relevant industry certifications are advantageous.
• Strong understanding of financial products, investment strategies, and industry regulations.
• Excellent communication and interpersonal skills, with the ability to build and maintain client relationships.