Client Advisor - Toa Payoh

placeToa Payoh 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

business_centerHigh salary

[ref. b22306204] Geylang - Client Advisor

placeGeylang, 4 km from Toa Payoh

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...

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Client Advisor - Toa Payoh

apartmentValentinoplaceToa Payoh

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...

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HSBC Wealth Advisor - Toa Payoh

apartmentHSBCplaceToa Payoh

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...