Financial Services Manager

2 weeks ago


Singapore AXA Alliance Full time
About the Role

We are seeking an experienced Financial Planner to join our team at AXA Alliance.

Job Summary

The successful candidate will be responsible for helping clients manage their finances effectively. As a trusted advisor, you will analyze clients' financial statuses, examine and suggest financial opportunities, and help them implement their plans.

Responsibilities
  • Analyze clients' financial information, including income, expenses, and liabilities.
  • Examine and recommend suitable financial products and services, such as insurance plans and investments.
  • Help clients implement their financial plans and carry out transactions efficiently.
  • Presentation of financial products and services to clients, ensuring they understand the benefits and risks involved.
  • Proactive approach to finding and approaching new business opportunities.
  • Maintain strong relationships with existing clients to ensure customer satisfaction and retention.
  • Stay up-to-date with regulatory changes, industry practices, and emerging financial products.
What We Offer

Our ideal candidate will receive a competitive salary of SGD 70,000 - SGD 100,000 per annum, depending on experience. In addition, we offer a comprehensive benefits package, including medical, dental, and life insurance, as well as paid time off and professional development opportunities.

Requirements
  • Strong analytical and problem-solving skills.
  • Excellent communication and interpersonal skills.
  • Ability to work independently and as part of a team.
  • Experience in financial planning and business development is highly desirable.
About Us

AXA Alliance is a leading provider of financial services in Singapore. Our team is dedicated to delivering exceptional customer service and providing innovative solutions to meet our clients' financial goals.


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