Financial Adviser

2 weeks ago


Singapore SYNERGY FINANCIAL ADVISERS LTD. Full time
Roles & Responsibilities

To service clients who are

  • requesting financial planning services,
  • providing wholesome advice, including:
  • Personal Financial Planning,
  • Personal Will and Estate Planning,
  • HNWI Planning
  • GI Insurance

Candidate must have

  • A Degree or A Diploma
  • Mature and Outgoing
  • Excellent communication and sales skills.

Tell employers what skills you have

Listening Skills
Asset Management
Financial Planning
Selling
Needs Analysis
Direct Sales
Travel Insurance
Attention to Detail
Estate Planning
Financial Advisory
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