Client Advisor

Confidential| Date Posted: 31-Dec-2020
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Job Nature:
Position Level:
Entry Level
Diploma, Bachelor's / Honours

Job Description




  • Provide full spectrum of services to help clients to achieve their goals with fit-for-purpose solutions.
  • Conduct comprehensive planning for clients by leveraging on proprietary technology platforms.
  • Assess client’s financial needs and recommend fit-for-purpose solutions.
  • Provide advice and implementation of services.
  • Cultivate strong relationships with clients to deliver excellent service
  • Advise and coach clients on investments using in-house investment philosophy and solutions.




  • Degree or diploma in any field
  • Passion for excellence and learning
  • Self-starter and driven
  • Enjoys meeting people and has good communication, interpersonal and listening skills
  • Numerate and logical
  • Having experience in advisory of clients

Job Highlights: 


  • Basic Salary
  • Performance Bonus
  • Flexible benefits
  • Health screening benefits
  • Annual, medical, family and childcare leave


About Us: 

We are a team of diverse individuals that are committed and passionate towards a common vision, to empower people’s life and seek to safeguard you and your families.

The team is fun-loving yet driven, we believe in the motto of “Work Hard, Play Hard” and strives to be the best in the industry with high professionalism and quality advices to our clients.

Our services aimed to establish long-term rapport and partnership with our trusted clients, centring around the best interest of their needs.