Financial Advisor

5 days ago


Singapur, Singapore TRUENORTH FINANCIAL ORGANISATION Full time

Company Description TrueNorth Financial Organisation represents AIA Singapore, providing financial advisory services for individuals and corporations. Established in 1996, TrueNorth has received numerous awards, showcasing our excellence in the industry. We value a collaborative culture and believe in supporting each other to achieve personal and organizational goals. Role Description This is a full-time on-site role for a Financial Advisor located in Singapore. The Financial Advisor will be responsible for financial planning, retirement planning, investment advice, and providing overall financial advisory services. Responsibilities To provide financial planning support to clients to guide them through the various stages of their financial life. To provide relevant investment updates and rebalancing of an investment portfolio of clients from time to time. To cultivate long-term client relationships Prepare financial plans and check their accuracy Qualifications Tertiary Education (Diploma or Degree and above) Singaporean or Permanent Resident of Singapore Excellent communication and interpersonal skills Seniority level Entry level Employment type Full-time Job function Finance and Sales #J-18808-Ljbffr


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