Financial Advisor
2 hours ago
Company Description
TrueNorth Financial Organisation represents AIA Singapore, providing financial advisory services for individuals and corporations. Established in 1996, TrueNorth has received numerous awards, showcasing our excellence in the industry. We value a collaborative culture and believe in supporting each other to achieve personal and organizational goals.
Role Description
This is a full-time on-site role for a Financial Advisor located in Singapore. The Financial Advisor will be responsible for financial planning, retirement planning, investment advice, and providing overall financial advisory services.
Responsibilities
To provide financial planning support to clients to guide them through the various stages of their financial life.
To provide relevant investment updates and rebalancing of an investment portfolio of clients from time to time.
To cultivate long-term client relationships
Prepare financial plans and check their accuracy
Qualifications
Tertiary Education (Diploma or Degree and above)
Singaporean or Permanent Resident of Singapore
Excellent communication and interpersonal skills
Seniority level
Entry level
Employment type
Full-time
Job function
Finance and Sales
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