Financial Advisor "#SGUnitedJobs"

Financial Advisor "#SGUnitedJobs"

Rlo General Insurance Agency
0-2 years
30000 - 60000 SGD

Job Description

Alliance Organisation


We wish all well, take care and keep safe!

This year marks our organisation 21st Year of building our Advisory firm.

We are on an expansion plan, looking for good quality people at all levels to join our dynamic team.

We are embarking in a talents hunt for suitable candidates to grow our financial planning practise that we have built over the last 21 years. If you and your friends and/or contacts are interested or you feel suitable for our meaningful and rewarding career, do feel free to introduce and connect us up. Thanks in advance!

We are looking for Financial Planners to help clients manage their finances. You will be your clients trusted advisor in areas including investments, cash flow, savings, and debt management. Our financial planner should be an effective communicator with experience in financial planning and business development. If you are analytical, meticulous and customer-oriented, we would like to meet you. Your goal will be to ensure clients make wise and profitable decisions to meet their financial goals.

Job Description

  • Understand clients’ insurance protection, financial needs and recommend tailor-made solutions, enabling clients to enjoy the full benefits of AXA comprehensive range of products and services.
  • Offer proactive and personalised financial services to the clients
  • Establish and maintain a professional long-term relationship with clients through periodic follow-up and reviews
  • Apply regulatory and ethical considerations to the practice of financial planning and marketing financial products
  • Employ data analytics and other computer-based business intelligence strategies for marketing and investment purposes
  • Conceptualise structures of investment schemes


Diploma, Bachelor's / Honours

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