Company Description

We are a team of close-knit financial professionals, comprising of former bankers and industry experts. We prioritize building long-term relationships with our clients and aligning work with personal values. To achieve this, the company collaborate with 12 diverse partners, ensuring a comprehensive range of insurance and wealth products for our clients.

Role Description

This is a full-time hybrid role. The Client Advisor will be responsible for providing financial advisory services, including but not limited to financial planning, estate planning and managing investments.

Benefits

• Working amongst like-minded professionals
• Personalized mentorship
• Transparent compensation structure
• Supportive and vibrant environment

Requirements

• Is an active representative registered with the Monetary Authority of Singapore
• Experience in Retirement Planning and Financial Advisory
• Knowledge of Investments
• Strong analytical and problem-solving skills
• Excellent communication and interpersonal abilities