Financial Advisor #sgunitedjobs

2 days ago

Singapore RLO GENERAL INSURANCE AGENCY Full time

**Welcome **to Alliance Organisation Career Page Alliance Organisation is a Singapore based financial advisory that was established in January 2000 as a group of agency units representing AXA Insurance Pte Ltd **AXA Singapore is now part of HSBC Group** "Our goal is to help customers assess both their health and wealth needs and cover the gaps in order to provide peace of mind. Beyond that, we also see the need for insurers to play a more prominent role in the overall wellness of customers, moving from being just a player to being a partner to ensure that we are protecting both their health and wealth." Ho Lee Yan CEO HSBC Life Singapore **Your role** Assessing and analyzing the client's financial situation and identify shortfalls. Assisting clients to establish investment objectives. Presenting clients financial plan with short - and/or long-term goals. Meeting with the client regularly to assess if recent life changes will affect the financial plan. **Read more about Alliance Organisation here:.** We would like to share our Corporate video, Enjoy, do Like Comment Share Discover more: Our story Want to stay up-to-date with what is going on? **Job Responsibilities**: - Find, connect and approach prospective clients - Analyze clients' financial statuses (e.g. income, expenses, and liabilities) - Understand clients’ insurance protection and financial needs and recommend tailor-made solutions, enabling clients to enjoy the full benefits of our comprehensive range of products and services - Examine and suggest financial opportunities (e.g. insurance plans, investments) - Present and secure suitable financial products and services - Help clients implement their plans and carry out transactions - Establish and maintain a professional long-term relationship with clients through periodic follow-up and reviews Offer proactive and personalised financial services to the clients - Build strong relationships to retain existing clients - Maintain updated knowledge of regulations, practices, and financial products - Assist agency organisation in management and operation - Minimally Full Certificate GCE ‘A’ level, International Baccalaureate Diploma qualification or Diploma awarded by a Polytechnic in Singapore or equivalent - Highly driven and high degree of integrity - Good communication and interpersonal skills with good leadership - Passionate and interested in exploring and experiencing the financial services sector - 21 years old and above

  • Financial Advisor #sgunitedjobs

    1 week ago

    Singapore RLO GENERAL INSURANCE AGENCY Full time

    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...

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