Client Advisor

2 days ago


Singapore Synergy Financial Advisers Pte Ltd Full time

Deputy Director, Financial Advisory | Speaker | Budding Poet | Navigating clients thru financial planning & wealth management | Grow, protect &... Client acquisition through financial planning and advisory services. Able to advise and recommend solutions from more than 10 insurance providers, and 5 investment platforms, thus standing out from tied insurance agents. Able to refer to legal advisors and mortgage loan packages offered by various banks as a value-add to your advisory service. Self-motivated as well as team player, avid learner. New to industry as well as existing practitioners looking for a different, holistic platform are welcomeSeniority level Entry level Employment type Full-time Job function Consulting, Information Technology, and Sales Referrals increase your chances of interviewing at Synergy Financial Advisers Ltd by 2x #J-18808-Ljbffr



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