Client Advisor - Bukit Merah
Bukit Merah 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
Toa Payoh, 7 km from Bukit Merah
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...
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Job Highlights:
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team who believe in meaningful service and creating beautiful spaces. If you thrive in a fast-paced, design-led environment, we would love to meet you.
About the Role (Sales and Client Service)
As a Senior Client Advisor, you will play a key role...