Financial Adviser (Insurance)

SYNERGY FINANCIAL ADVISERS LTD.

Singapore, Singapore
**
Personal financial planning expertise
Will and estate planning knowledge
Hnwi planning capabilities
** Synergy Financial Advisers Ltd. is seeking a Financial Adviser to provide comprehensive financial planning services for clients in Singapore. The ideal candidate should possess strong communication and sales skills, along with a degree or diploma and relevant experience in the insurance and financial advisory sectors. **

Job Summary

  • The role involves servicing clients by providing comprehensive financial planning services.
  • Candidates will deliver wholesome advice covering personal finance, wills, estate planning, and HNWI strategies.
  • The position requires expertise in GI insurance products alongside strong interpersonal and sales abilities.

Matching Summary

Match Score: 75

** Synergy Financial Advisers Ltd. is seeking a Financial Adviser to provide comprehensive financial planning services for clients in Singapore. The ideal candidate should possess strong communication and sales skills, along with a degree or diploma and relevant experience in the insurance and financial advisory sectors. **

Skills & Requirements

Must-have

  • Personal financial planning expertise
  • Will and estate planning knowledge
  • HNWI planning capabilities
  • GI insurance product knowledge
  • Excellent communication skills

Nice-to-have

  • Mature and outgoing personality
  • Strong sales skills
  • Client servicing experience

Key Requirements

  • Degree or Diploma qualification required
  • Relevant industry experience needed
  • Mature and outgoing demeanor preferred

Work Rights

Not specified

Tailored Resume

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