
Financial Planner #sgunitedjobs
2 weeks ago
Welcome to our career page
Alliance Organisation
an agency unit representing AXA Insurance Pte Ltd (Reg. No. 199903512M, a part of HSBC Group)
AXA Singapore is now part of HSBC Group
If you’re looking for a career where you can make a real impression. join us and discover how valued you’ll be. Whether you want a career that could take you to the top, or simply take you in an exciting new direction, we offers opportunities, support and rewards that will take you further.
You’ll achieve more when you join us.
Learn more here:
We share our Corporate video, please enjoy, like and share
Principal Responsibilities
- Execute instructions from clients promptly to service level agreements and accurately, following up on any pending items, responding to customers’ request, queries and complaints promptly, and working closely with other departments to ensure that customers instructions and requests are executed correctly and followed up in a timely manner
- The identification of opportunities for wealth reviews and delivering wealth solution as a trusted advisor based on identifying client’s needs
- Build effective relationships with clients to retain and develop sustainable relationships
- Maintain highest standard of excellence in client service
**Requirements**:
- Bachelor’s degree or equivalent experience
- Outgoing disposition, well equipped with good communication and interpersonal skills, as well as a high level of drive
- Some proven and progressive financial services or retail sales experience or equivalent
- Evidence of strong service experience
- Relationship management experience
- Strong communication, client focus and influencing skills
- Understanding of business client segment, products and services
- Clear view on how to work with Compliance, Credit & Risk and Internal Control to ensure a balanced risk operating environment
- Able to communicate well in English and local languages
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Alliance Organisation
38 Beach Road, South Beach Tower
Singapore 189767
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