- Singapore
Lokasi Kerja
Penerangan Kerja
Tanggungjawab
Company Description Advisors Alliance Group (AAG) is a Singapore-based financial services firm grounded in enduring values, long-term perspectives, and responsible advice. For over forty years, AAG has served individuals, families, and organizations that prioritize integrity, compassion, and competence in their financial advisors. With over 1,000 advisors supporting more than 50,000 clients and S$37B sum assured under care, the firm demonstrates a strong track record of trust and impact. AAG emphasizes that every advisor, client, and dollar insured is meaningful, reflecting a culture of purpose and accountability. Advisors Alliance Group is an authorised representative of AIA Financial Advisers Private Limited (Reg. No. 201715016G).
Role Description This is a full-time Financial Advisor role based in Singapore with a hybrid work arrangement, combining on-site client engagement and some work-from-home flexibility. The Financial Advisor will meet with clients to understand their financial goals, assess current financial situations, and develop tailored solutions across areas such as protection, wealth accumulation, and retirement planning. Day-to-day activities include conducting financial reviews, preparing proposals, explaining products and strategies, and following up to ensure clients remain aligned with their objectives. The role involves monitoring market developments, maintaining accurate records, and complying with regulatory and company guidelines. The Financial Advisor will also collaborate with colleagues, participate in training, and engage in business development activities to grow a sustainable client base.
Qualifications
Peringatan Penting
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