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Sales #sgunitedjobs

3 weeks ago

Singapore RLO GENERAL INSURANCE AGENCY Full time

**Alliance Organisation**

an agency unit representing AXA Insurance Pte Ltd

**AXA Singapore is now part of HSBC Group
Alliance Organisation is a Singapore based financial advisory that was established in January 2000, representing AXA Insurance Pte Ltd. It was created with the vision to be the Preferred Organisation for all our stakeholders including our business associates, clients and strategic partners in Asia. The approach has always been to empower clients in achieving their goals via unique wealth management approaches. The combination of carefully tailored financial planning and a wide range of flexible options is at the heart of what makes Alliance Organisation so different from others in the industry. Through impartial and unbiased advice, we never fail to achieve a positive ROI for each and every client.

This year marks our organisation 22nd Years of building our Advisory firm.

We are on an expansion plan, looking for good quality people at all levels to join our dynamic team.

We are looking for Financial Planners to help clients manage their finances. You will be your clients' trusted advisor in areas including investments, cash flow, savings, and debt management. Our financial planner should be an effective communicator with experience in financial planning and business development. If you are analytical, meticulous and customer-oriented, we would like to meet you. Your goal will be to ensure clients make wise and profitable decisions to meet their financial goals.

**Job Description**:

- Understand clients’ insurance protection, financial needs and recommend tailor-made solutions, enabling clients to enjoy the full benefits of our comprehensive range of products and services.
- Offer proactive and personalised financial services to the clients
- Establish and maintain a professional long-term relationship with clients through periodic follow-up and reviews
- Employ data analytics and other computer-based business intelligence strategies for marketing and investment purposes
- Conceptualise structures of investment schemes

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