Client Advisor - Bukit Merah

placeBukit Merah scheduleFull-time calendar_month18/4/25

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

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