Client Advisor, Financial Advisory

**Cornerstone is Singapore’s premier Independent Financial Advisory and Exempt General Insurance Broker with over nearly 30 years of experience.** A reputed leading omni-channel advisory, we offer financial advisory, corporate risk solutioning and private wealth management services. Being Independent, we are versatile and tenacious in providing...

**Company Overview**: Charles Juay Organisation is a dynamic and innovative financial services company committed to empowering individuals to achieve financial and career success. We believe in fostering talent and providing real-world experience to the next generation of financial professionals. As part of our commitment to education and mentorship, we are...

“Can a job be a passion/hobby and can a hobby/passion be a job? This was what set the founder and creator of the Total Portfolio Advisory© (TPA) approach thinking when he was deciding on where to pursue his interest in wealth management. For years, he has had enough of product pushing, no follow-ups and lack of knowledge from the servicing...

**Company Overview** With our team of inspirational and successful leaders, we believe in fostering talent and providing real world experience for the upcoming generation of financial professionals. As part of our commitment to mentorship and education, we seek driven and aspirational students to join out team. **Position Overview** As a Financial...

**SUMMARY** We are looking for a highly motivated, experienced, and service-oriented sale person. As our Beauty Advisor, you will represent the brand and offer in-depth knowledge of our products and technology. You will be responsible for sales performance, daily operations of counter with emphasis on personalized customer service, clienteling, and follow...

Cornerstone is Singapore’s premier Independent Financial Advisory and Exempt General Insurance Broker with near 30 years of professional experiences. We are looking to on-board a strong client servicing manager to maintain and grow our portfolio of corporate clients, - Support in Planning, Building and Executing the relationships from the firm's new key...

Cornerstone is Singapore’s premier Independent Financial Advisory and Exempt General Insurance Broker with nearly 30 years of experience. - Plan, execute and build a network of new business clientele⁠ - **⁠ **Nurture current corporate client relationships and ensure business continuity - ⁠ ⁠Assess and uncover opportunities for cross and...

**Key Responsibilities**: - Reach out to potential clients by phone to introduce our financial advisory services. - Engage clients, answer initial questions, and assess their interest in scheduling a consultation with the Financial Advisor. - Record and organize lead information accurately for future follow-ups. - Follow up with leads as needed to maintain...

**About this role**: The role of Project Manager comprises the following responsibilities: Delivery/Program Management, Implementation Partner Management, and Key Account Management. In this role, you will successfully drive and deliver APAC projects on time, above customer expectations, and within budget. You liaise and interact with project stakeholders...

*Company Overview* With our team of inspirational and successful leaders, we believe in fostering talent and providing real world experience for the upcoming generation of financial professionals. As part of our commitment to mentorship and education, we seek driven and aspirational students to join out team. *Position Overview* As a Sales Executive, you...