[ref. b22306204] Geylang - Client Advisor
Geylang Full-time
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
- 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
Toa Payoh, 4 km from Geylang
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...
ValentinoGeylang
Responsibilities
• Focuses on development and retention the existing clients; recruitment of new and potential ones.
• Contributes to the store business through excellent clienteling and reaching KPIs goals (conversion rate, cross selling, AVT...
HSBCGeylang
dedicated to make a meaningful impact on our client’s lives. Be part of HSBC Life Team!
• Job Highlights:
• HSBC Wealth Advisor
#MonthlyAllowance #Bonuses #Incentives #Highcommision #Unlock your potential #CareerGrowth #Remoteworking...