Financial Planner #sgunitedjobs

2 weeks ago


Singapore RLO GENERAL INSURANCE AGENCY Full time

Welcome to Alliance Organisation career page.

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.

**Responsibilities**:

- Analyze clients' financial statuses (e.g. income, expenses, and liabilities)
- Examine and suggest financial opportunities (e.g. insurance plans, investments)
- Help clients implement their plans and carry out transactions
- Present and sell suitable financial products and services
- Find and approach prospective clients
- Build strong relationships to retain existing clients
- Maintain updated knowledge of regulations, practices, and financial products

Learn more here:
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**Alliance Organisation**:

- an agency unit representing _AXA Insurance Pte Ltd (199903512M)

**AXA Singapore is now part of HSBC Group**

38 Beach Road #03-11, South Beach Tower, Singapore 189767

web: alliancewithyou.sg



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