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SYNERGY FINANCIAL ADVISERS LTD.
Financial Adviser (Insurance)SYNERGY FINANCIAL ADVISERS LTD. • D07 Golden Mile, Middle Road, SG
Financial Adviser (Insurance)

Financial Adviser (Insurance)

SYNERGY FINANCIAL ADVISERS LTD. • D07 Golden Mile, Middle Road, SG
10 days ago
Job description
Roles & Responsibilities

To service clients who are

  • requesting financial planning services,
  • providing wholesome advice, including:
  • Personal Financial Planning,
  • Personal Will and Estate Planning,
  • HNWI Planning
  • GI Insurance

Candidate must have

  • A Degree or A Diploma
  • Mature and Outgoing
  • Excellent communication and sales skills.
  • Relevant experience.

Tell employers what skills you have

Wealth Management
Aftersales
Financial Planning
Investments
Direct Sales
Travel Insurance
Attention to Detail
Estate Planning
Financial Advisory
Financial Services
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Financial Adviser (Insurance) • D07 Golden Mile, Middle Road, SG

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