Client Advisor - Toa Payoh
Toa Payoh Full-time
Company Description
We are a team of close-knit financial professionals, comprising of former bankers and industry experts. We prioritize building long-term relationships with our clients and aligning work with personal values. To achieve this, the company collaborate with 12 diverse partners, ensuring a comprehensive range of insurance and wealth products for our clients.
Role Description
This is a full-time hybrid role. The Client Advisor will be responsible for providing financial advisory services, including but not limited to financial planning, estate planning and managing investments.
Benefits- Working amongst like-minded professionals
- Personalized mentorship
- Transparent compensation structure
- Supportive and vibrant environment
- Is an active representative registered with the Monetary Authority of Singapore
- Experience in Retirement Planning and Financial Advisory
- Knowledge of Investments
- Strong analytical and problem-solving skills
- Excellent communication and interpersonal abilities
Geylang, 4 km from Toa Payoh
this, the company collaborate with 12 diverse partners, ensuring a comprehensive range of insurance and wealth products for our clients.
Role Description
This is a full-time hybrid role. The Client Advisor will be responsible for providing financial advisory...
AON GLOBAL OPERATIONS SE Singapore BranchToa Payoh
expertise, infrastructure, and delivery frameworks.
What the day will look like
1. Client-Focused & Pre-Sales Activities
• Represent CTS in client-facing discussions, both technical and strategic, acting as a trusted advisor.
• Support technology...
LUXEHOUZE SG PTE. LTD.Toa Payoh
About Luxehouze
Luxehouze is Asia's leading online marketplace platform to buy and sell authentic luxury watches and bag from the likes of Richard Mille, Patek Philippe, Hermes and many more. Established in 2021, Luxehouze was created as a safe...