jobs in Advisors Alliance Group

Kerja Sepenuh Masa, Financial Advisor di Advisors Alliance Group - Maukerja

Financial Advisor

Advisors Alliance Group

Undisclosed

Singapore

Kongsi
Simpan

Lokasi Kerja

  • Singapore

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

  • Strong skills in Financial Planning and Financial Advisory to assess client needs, design comprehensive plans, and provide responsible recommendations.
  • Foundational knowledge in Finance and Investments to explain solutions clearly and guide clients through appropriate strategies.
  • Experience or interest in Retirement Planning to help clients build long-term, sustainable income and protection for later life stages.
  • Excellent communication and interpersonal skills to build trust, listen actively, and present complex information in an accessible way.
  • High level of integrity, professionalism, and commitment to client-centric service, with strong ethical judgment and respect for confidentiality.
  • Ability to work both independently and collaboratively in a hybrid environment, managing time, priorities, and client expectations effectively.
  • Relevant academic background (e.g., in finance, business, economics) and/or industry certifications; MAS-required licensing and regulatory exams will be necessary.
  • Prior experience in financial services, sales, or client advisory is beneficial, though motivated entry-level candidates with strong learning aptitude are welcome.

Peringatan Penting

Jangan pernah kongsikan maklumat bank atau kad kredit anda semasa memohon pekerjaan. Elakkan membuat sebarang pembayaran atau mengisi survey yang tidak berkaitan. Jika ada yang mencurigakan, sila laporkan iklan pekerjaan ini segera.

Lebih Lanjut