Total 45 Full-time financial advisor job vacancies in Indonesia

Job Responsibilities

• Provide professional insurance, financial planning and mortgage advisory services to clients.
• Understand clients’ financial goals and recommend suitable protection, wealth and financing solutions.
• Build and maintain long-term client relationships through regular reviews and excellent after-sales service.
• Generate new business opportunities through referrals, networking and digital platforms.
• Conduct policy reviews and assist clients with insurance and financing enquiries.
• Participate in company training, meetings and professional development programmes.
• Achieve individual sales and business targets while maintaining high service standards.

Requirements

• Minimum SPM, Diploma or Bachelor’s Degree in any field.
• Fresh graduates and career switchers are encouraged to apply.
• No experience is required as comprehensive training will be provided.
• Previous experience in sales, banking, insurance, mortgage, financial services or customer service is an added advantage.
• Self-motivated, responsible and willing to learn.
• Able to work independently as well as in a team.

Salary & Benefits

• Base Income: RM2,500 – RM12,000 per month (subject to programme eligibility and performance; exclusive of commissions, bonuses and incentives)
• Attractive commission, incentives and bonus
• Flexible working arrangements
• Overseas incentive trips
• Opportunity to build a long-term career in the financial services industry

Preferred Candidates

We welcome candidates from various backgrounds, including:

• Fresh Graduates
• Banking & Finance
• Sales & Marketing
• Customer Service
• Real Estate
• Mortgage Consultants
• Automotive Sales
• Hospitality
• Business Development
• Career Switchers

Working Location

Aurora Sovo - Bukit Jalil

Flexible Working Arrangements

Attractive Incomes

Overseas Incentive Trips

福利待遇

• 委員會
• 個人發展機會
• 遠距辦公的彈性

Hybrid Work Arrangement 混合办公模式

无需 Cold Calling！

如果你喜欢与人沟通、帮助客户做决定，并希望拥有高收入机会，欢迎加入我们！

工作内容：

回复线上客户咨询（WhatsApp、Messenger、社交媒体等）

跟进已有兴趣的潜在客户（无需主动开发客户）

安排客户预约及到实体店体验

提供专业产品咨询及优质客户服务

达成每月及年度销售目标

客户来源：

客户会通过以下平台主动联系你：

Facebook

Instagram

小红书（XHS）

广告推广

其他社交媒体平台

你不需要找客户，

只需要帮助已经有兴趣的客户完成购买决定。

工作时间：

星期一至星期日

8:30 AM – 5:00 PM

每周一天休息日

欢迎热爱销售、喜欢线上沟通及希望挑战高收入的你加入我们！

Perks & Benefits

• Commission
• Personal development opportunities
• Remote work flexibility

We’re looking for an Operations Advisor to join our award winning team conveniently located in Mid Valley City, Kuala Lumpur. 

As an Operations Advisor at Double Eleven, you’ll be responsible for ensuring the smooth operation of office facilities while delivering an exceptional workplace experience for employees and visitors. The ideal candidate for this role will have a passion for people and great administration, enjoy a challenge and be excited to work in a highly fast paced environment where no one day is the same.

Double Eleven is one of the largest independent video games developers and publishers in the UK. Headquartered in Middlesbrough, we employ over 400 people across our UK and Kuala Lumpur studios.

We are incredibly proud to partner with some of the world’s leading developers and publishers, including Rockstar Games, Obsidian Entertainment, Mojang, Bethesda Game Studios and Facepunch. 

As a global games company, we've collaborated to create new worlds in The Outer Worlds 2, helped deliver unforgettable experiences for players of Red Dead Redemption, enabled millions to battle in Rust Console Edition and created new adventures in Fallout 76. 

Double Eleven is more than a place to work, we are deeply values-driven in all that we do and we know that we are at our best when our people feel fulfilled. We offer flexible working hours to allow you to truly enjoy work/life balance and always strive to deliver a workplace experience like no other.  We regularly bring our people together to connect and have fun through our many different events, parties and hobby-based clubs.

Interested? We kindly ask all applicants to submit a portfolio showreel to support their application. We’re afraid applications without an accompanying portfolio will not be considered.

On this occasion, we’re unable to sponsor a visa for this role. 

What you’ll be doing

• Manage and maintain the reception area, studio entrances and wider office environment, ensuring all spaces are clean, organised and present a professional image
• Handle incoming mail, deliveries and telephone calls, directing enquiries to the appropriate individuals or teams
• Welcome, register and assist visitors, candidates, vendors and contractors, ensuring a positive experience and notifying relevant employees of their arrival
• Build strong relationships with employees across the studio, providing day-to-day support to ensure the smooth running of the office
• Coordinate and oversee the maintenance of office facilities, equipment and services, including routine contracts such as pest control, plant maintenance, water filtration and coffee machine servicing
• Act as a key point of contact for internal teams, building management, suppliers, vendors and contractors
• Manage office-related purchasing and accounts administration, including raising purchase orders, processing invoices and ensuring documentation is accurate and up to date
• Maintain office and kitchen supplies, monitoring stock levels, placing orders and sourcing new suppliers where appropriate
• Coordinate meeting room bookings, prepare meeting spaces and arrange catering when required
• Organise travel and accommodation arrangements for studio visitors
• Support the onboarding of new starters by preparing workspaces, access cards, parking arrangements, lanyards and other required resources
• Plan and deliver office events and activities, including celebrations, team gatherings, training sessions and health and safety initiatives such as fire evacuation and CPR training
• Provide general administrative support, including managing refreshments and other day-to-day office requirements
• Carry out additional clerical and administrative duties as required by the Manager/Supervisor

What we’re looking for

• Proven experience in office administration
• A versatile and proactive approach to all aspects of office management
• Excellent time management and prioritisation skills, with the ability to manage multiple tasks effectively
• Highly organised, enthusiastic and adaptable, with a positive attitude
• Strong project planning, coordination and organisational skills
• Exceptional attention to detail and a commitment to accuracy
• Excellent verbal and written communication skills
• Strong computer literacy, including proficiency in Google Workspace and Microsoft Office applications
• Experience working in a fast-paced office environment
• A friendly, approachable and professional manner, with confidence in a public-facing role
• A willingness to support others and provide excellent service to colleagues and visitors
• The ability to follow instructions accurately and work with a high degree of reliability

Qualifications

• All relevant qualifications considered

What to expect

Some of our benefits include:

Working life at Double Eleven 

• Start your day any time between 9:00am and 11:00am
• 35 working hours per week with a 1 hour lunch break (with the opportunity to flex down to 30 minutes or up to 2 hours)
• 14 days annual leave + holidays gazetted by the Federal Government of Malaysia (where holidays fall on a weekend, you’ll receive either the Monday or Friday as extra holiday!) 
• 1 day leave for your birthday
• Up to 10 days discretionary annual leave during our end of year break
• 1 day leave if you’re moving house
• Potential for annual performance bonus
• Best-in-class tools and workflow so you can focus on creativity
• 3 additional days annual leave for 5 years service and a further 3 days annual leave for your 10 years service milestone
• State of the art office facilities in a central location with excellent transport routes
• Assorted fruit and bread options, juice, hot drinks and fruit
• Employee referral bonus (up to MYR5,000!)
• Free game codes, game swag and merchandise
• On site parking  

Recognising your contribution - award schemes

• Annual Profit Share
• Length of Service
• Annual High Performer Award

Professional development and wellbeing

• Free gym membership at a local gym in Mid Valley City
• Company private healthcare cover in-patient and out-patient for you, your spouse and children
• Access to mental health and wellbeing support via Plumm (includes 4 free video therapy sessions per month for both the employee and up to 3 family members aged 18+), unlimited text therapy, courses, meditations
• A personalised development plan with dedicated support tailored to your growth and goals
• An accredited Academy providing professional qualifications
• In-studio wellbeing programmes and People team support

Team life 

• Subsidised off-site team activities 
• Many team events to celebrate team and game milestones
• Sponsored team activities
• Opportunity to contribute to our internal Employee Diversity and Equality Network

Ways to reach us

If you have a general query or if you need support with your application and/or an alternative way to apply, please do not hesitate to contact our Talent team at jobs@double11.com 

ABOUT THE ROLE
As Senior Finance Analyst you will be providing critical analytical support to financial processes and drive strategic value for the Graphics Solutions (GRS), while proactively managing commercial risks. This role acts as a primary finance partner to the GRS Commercial team for AMEA, ensuring that strategic objectives are met while supporting the Strategic, Annual Operating Plan (AOP), forecast processes, and key business projects including regional projects. This role provides valuable experience and cross-functional interaction with senior leadership and sales/marketing teams, offering excellent learning opportunities. The day-to-day activities of a Senior Finance Analyst are diverse and require a blend of financial acumen and business partnering skills.

KEY RESPONSIBILITIES

• Strategic Business Partnering

  • Partner closely with the Commercial and Marketing teams of the GRS business, providing data-driven, strategic insights to drive profitable topline growth and market share expansion.

• Commercial Performance & Portfolio Analytics

  • Assist in the tracking, reporting, and analysis of commercial performance.

  • Build, maintain, and streamline complex financial models to support critical business initiatives, and conduct in-depth profitability analyses across product lines, customer segments, and regions to identify margin improvement opportunities.

• Core Financial Cycles & Closing

  • Support cross-functional teams by delivering accurate, timely financial data for month-end, quarter-end, and year-end closing cycles, as well as the dynamic rolling forecasting process.

• Process Automation & Modernization

  • ​​​​​​​Lead continuous improvement initiatives within the finance function, focusing on utilizing AI and the total elimination of obsolete reporting in favor of automated, consolidated, and simplified business intelligence (BI) / Google Cloud solutions.

• Corporate Governance

  • ​​​​​​​Participate in ongoing divisional initiatives related to internal controls, SoX guidelines, ethics and values, corporate culture change, and OGSM (Objectives, Goals, Strategies, and Measures) alignment

• Proactive Cost & Pricing Monitoring

  • ​​​​​​​​​​​​​​Closely monitor cost fluctuations driven by inflation/deflation and forex, partnering closely with sales & product management teams to drive pricing actions given the last reference market communications.

Flexi Work Arrangements, Essential Financial Knowledge, Attractive Remuneration

We believe in providing a holistic approach in service to our clients, ensuring their needs are met and satisfied in our care. And we believe that it starts with us!

Join our team as a Financial Advisor and enjoy a flexible work setting, comprehensive training, support structure, together with market leading remuneration. This role is ideal for both fresh graduates and those seeking a mid-career switch. Connect with us and embark on a rewarding career in financial advisory

A Day in The Life of a Financial Advisor:

• Client Networking: Establish and grow a robust client base through effective networking and prospecting strategies.
• Financial Strategy Development: Analyze clients' financial situations and goals to create tailored financial strategies.
• Insurance and Financial Advisory: Provide comprehensive advisory on insurance and financial planning, covering areas such as retirement, education, and investments, supported by our extensive product suite.
• Financial Analysis: Presenting detailed financial summaries, investment reports, and income projections for clients.
• Client Relationship Management: Maintain and strengthen client relationships through regular reviews and adjustments to financial plans based on life changes.

Benefits & Rewards:

• 24-months Trainee Program: Provides monthly allowance + commission, supporting you in the first 24 months of your career.
• Extensive Training and Support Structure: Regular workshops, training & sharing sessions within the agency and individual mentorship ensuring support along the way.
• Flexi-Hybrid Work Setting: Enjoy a hybrid work setting with flexible work arrangements.
• Attractive Rewards: We believe in 'work hard, play hard', with incentives for top performers & fun team-bonding events.
• Market-leading Remuneration Structure: Market-leading remuneration package along with an attractive incentive system, including commissions, performance incentives, and up to 3 incentive trips a year.

Qualifications:

• Singaporean / Singapore PR preferred
• Minimum 21 years old with Polytechnic Diploma, GCE 'A' level Certification or Bachelor Degree in any field, as per MAS requirements.
• Highly motivated with strong interpersonal skills

Apply now to find out more!

Job Description:

Financial Reporting, Budgeting and Forecasting

• Oversee all aspects of financial control and reporting for the Group, ensuring compliance with accounting standards, regulatory requirements, and corporate policies.

• Lead the monthly, quarterly, and annual financial close process, including the preparation of financial statements, reconciliations, and variance analysis, to provide accurate and timely financial information to management and stakeholders.

• Conduct in-depth financial analysis to provide insights into business performance and trends, identifying areas for improvement and optimization.

• Lead the preparation of financial reports, presentations, and board materials, communicating financial results, key performance indicators, and strategic recommendations to stakeholders effectively.

• Lead the annual budgeting process, working closely with business heads to develop realistic and actionable financial plans.

• Develop comprehensive financial forecasts to guide strategic decision-making and resource allocation.

• Oversee all aspects of financial planning and analysis, including budgeting, forecasting, variance analysis, and cash flow management, to optimize resource allocation and drive financial performance.

Financial Strategy and Planning

• Develop and implement financial strategies, policies, and procedures to support the Group's short-term and long-term business objectives, ensuring compliance with regulatory requirements and best practices.

• Provide strategic financial guidance and decision support to senior management and cross-functional teams, leveraging financial insights to inform business strategy, investment decisions, and operational improvements.

• Develop and implement financial policies, procedures, and internal controls to safeguards company assets, mitigate risks, an ensure integrity of financial reporting.

• Collaborate with executive management to develop and execute financial strategies aligned with company goals and objectives.

• Drive continuous improvement initiatives in financial processes, systems, and controls, leveraging technology and automation to enhance efficiency, accuracy, and scalability.

Internal Controls and Compliance

• Establish and maintain robust internal controls to ensure compliance with regulatory requirements and company policies.

• Conduct periodic audits to assess the effectiveness of internal controls and identify areas for enhancement.

• Manage relationships with external stakeholders, including investors, lenders, auditors, and regulatory authorities, ensuring timely and accurate reporting, compliance, and transparency.

Communication and Relationship Management

• Manage relationships with external stakeholders, including auditors, tax authorities, regulatory agencies, and financial institutions, to ensure compliance with local regulations and reporting requirements.

• Provide strategic financial guidance and support to senior management and cross-functional teams, leveraging financial insights to drive operational efficiency, cost optimization, and revenue growth.

Requirements:

• Bachelor’s degree in accounting, finance or related filed

• Minimum of 10 years of progressive experience in financial and statutory reporting, consolidation, taxation and internal controls, preferably in the construction industry.

• Excellent communication and interpersonal skills, with the ability to effectively engage stakeholder at all levels of the organization.

• Inquisitive, meticulous and possess good logical, analytical and process flow skills

• Ability to thrive in a fast-paced, dynamic environment and adapt to changing priorities and deadlines.

If you are shortlisted for the first round of screening, our Recruiter will contact you directly.

EA License No: 21C0571 | EA Reg No:21103634 (Johnny Wu)

Provide investment advice and guidance to clients:

- Offer personalized investment advice and recommendations

- Help clients understand investment options and strategies

- Provide guidance on portfolio management and asset allocation

Manage client portfolios and develop investment strategies:

- Create and manage client investment portfolios

- Develop investment strategies aligned with client goals and risk profile

- Monitor and adjust portfolios as needed

Conduct market research and due diligence on investments:

- Research investment products, markets, and trends

- Assess investment opportunities and risks

- Conduct due diligence on potential investments

Ensure client investments meet their goals and risk profile:

- Ensure investments align with client objectives and risk tolerance

- Monitor portfolio performance and adjust as needed

- Communicate regularly with clients on portfolio performance and strategy

Advise clients on wealth management and growth strategies:

- Provide expert advice on investment opportunities and risk management

- Help clients achieve their financial goals, such as retirement planning or wealth transfer

- Offer guidance on tax-efficient investment strategies

Manage portfolios and conduct regular reviews:

- Oversee client investment portfolios and make adjustments as needed

- Monitor market trends and rebalance portfolios to optimize performance

- Ensure portfolios align with client risk tolerance and investment objectives

Develop financial plans aligned with client goals:

- Work with clients to understand their financial objectives and create personalized plans

- Identify areas for improvement and provide recommendations

- Help clients prioritize their financial goals and create a roadmap to achieve them

Build and maintain strong client relationships:

- Foster trust and rapport with clients through regular communication and excellent service

- Understand client needs and provide tailored solutions

- Stay up-to-date on client changes and adjust advice accordingly

Position Summary

This position play a critical role in driving compliance and quality programs for Healthcare Transportation & Facilities and supporting the Healthcare Quality Management System to ensure processes and systems are compliant with regional and local regulations and customer requirements.

Job Scope

1. Quality Policies & Procedures: Determine, implement & promote policies and procedures for company’s Network and facilities (hubs & stations) to ensure compliance to standards such as GDP, GCP and others.

2. Quality Assessment & Standards: Write & review SOPs and Work Instructions for transportation & fulfilment solutions pertaining to the healthcare industry.

3. Compliance & Quality Program Management: Implement compliance and quality programs to support local Quality teams to ensure they are kept up-to-date and prepared.

4. CAPA Process Management: Lead in process creation and review of documentation on the implementation and responses to corrective and preventive actions (CAPAs) and monitor action progress until closure.

5. Healthcare Quality Management System: Develop, implement & support the system and processes, develop corresponding training programs, and acts as Super User for eQMS system.

6. Internal Audit Programs: Design & implement robust internal audit processes to ensure readiness of various functions & processes when meeting regulatory agencies & customer audits.

7. Certification Audits: Lead various certification audits with relevant regulatory agencies and certification providers across the region.

8. Operations & Customer Audit Programs: Lead & prepare for regular audit programs / random checks / regulatory activities to achieve successful audit outcomes and proper post audit follow up actions.

9. Healthcare Customer Liaison: Liaise with customers to understand quality requirements / issues / underlying concerns to advise on the way forward, provide advice based on interpretations as applicable to 3PL and resolve issues via conducting root cause analysis.

10. Healthcare Quality Feedback: Liaise, consolidate feedback from different functions to update and prepare final copy for Quality Questionnaires, Agreements and RFQ Proposals for customers.

11. Validation Programs: Lead the validation of transportation lanes and critical equipment like cold chain facilities, and packaging systems.

12. Depot Support: Provide secondary / backup support to healthcare specialists for market depots.

Requirements :

1. Hold local pharmacist license

2. Have at least 5 -7 years of relevant experience in warehouse, quality + QMS for pharmaceutical / healthcare industry in quality related role

3. Experience working in warehouse is desire

4. Have competencies in quality assurance / regulatory affairs, customer relationship management and root cause analysis

5. Have working experience ensuring compliance in accordance to Goods Manufacturing Practise cGMP,)/, Good Clinical Practises cGCP, Goods Distribution Practice (GDP) & ISO13485 for Medical Devices,

6. Experience in local certifications in a warehouse and transportation business.

7. IATA CEIV certification knowledge would be at advantage but not necessary.

8. Experience in conducting external and internal audits for regions

9. Must hold at least Bachelor’s degree in Pharmacy from a reputable local institute in Singapore.

10. Occasionally travel is required to sites and region warehouses.

Competency

1. Accuracy & attention to detail which is crucial to proper compliance to regulatory and standards

2. Problem-solving skills to support customer issue resolution

3. Planning & organization skills to ensure proper audit programs are managed effectively

4. Communication skills to facilitate engagements with customer and regulatory agencies

5. Project management capabilities and familiarity with Process Mapping, Six Sigma, Lean Methodology, Agile or Design Thinking

6. Apply data-driven decision making with the use of data analytics and visualization tools like Power BI and competency in Microsoft Office applications like Excel, Word, and PowerPoint

Working hours:

Mon to Fri 9am-6pm

About the Role

Our client, a MAS-regulated financial services firm, is seeking a client-focused Senior Client Advisor to join its growing team. This role is responsible for developing and managing relationships with affluent and high-net-worth individuals, providing wealth and investment solutions, and supporting clients throughout their financial journey.

The ideal candidate is a motivated relationship manager with strong knowledge of wealth management products, excellent client engagement skills, and the ability to build and maintain long-term client relationships.

Key Responsibilities

• Develop, manage, and deepen relationships with affluent and high-net-worth clients.
• Understand clients' financial objectives and provide suitable wealth management, investment, and financial planning solutions.
• Conduct KYC, Client Due Diligence (CDD), ongoing reviews, and regulatory documentation in accordance with MAS requirements.
• Facilitate trade placements and coordinate investment transactions accurately and efficiently.
• Provide clients with timely market updates, investment insights, and recommendations tailored to their needs and risk profiles.
• Maintain a high standard of client service and build long-term relationships through proactive engagement.
• Ensure compliance with internal policies, regulatory requirements, and industry best practices as a Registered Representative.
• Support product education and training initiatives for clients and internal stakeholders.
• Participate in business development initiatives, strategic projects, and special assignments as required.
• Handle administrative and operational matters related to client servicing and account maintenance.

Requirements

• Recognized university degree or equivalent professional qualification.
• Relevant experience in wealth management, private banking, financial advisory, external asset management, or investment-related roles.
• Strong knowledge of investment products, wealth management solutions, and financial markets.
• Proven track record in client acquisition, relationship management, and business development.
• Strong interpersonal, communication, and presentation skills.
• Self-motivated, entrepreneurial, and results-oriented with a strong sales drive.
• Experience managing clients from Greater China, Indonesia, Thailand, Malaysia, or other Southeast Asian markets is advantageous.
• Ability to travel regionally when required.
• Possess relevant CMFAS qualifications, including M5, M6, M6A, M8, M8A, M9, and M9A (or equivalent), where applicable.
• Familiarity with MAS regulations and compliance requirements.

Compensation & Benefits

• Competitive basic salary of up to SGD 15,000 per month (commensurate with experience).
• Attractive unlimited commission structure with strong earning potential.
• Opportunity to work with a growing and dynamic wealth management platform.
• Supportive and entrepreneurial environment with career growth opportunities.
• Ongoing professional development and product training.

The Company

A well-established organization in the semiconductor sector is currently seeking a Financial Analyst to join their dynamic team.

The Role

We are partnering with a leading global organization to hire a Finance professional to support a broad scope covering financial reporting, tax compliance, and business partnering. This role will be responsible for ensuring statutory and group reporting requirements are met, preparing financial and tax filings, supporting budgeting and variance analysis, and collaborating with stakeholders on tax-related matters and audit activities. The position also involves driving process improvements, managing GL-related activities, and providing ongoing support to regional and global finance teams, alongside involvement in various projects.

Your Profile

The ideal candidate will possess strong analytical skills and a solid grounding in finance or accounting, supported by a relevant bachelor’s degree. Proficiency in Microsoft Office, particularly Excel, is essential, along with hands-on experience using ERP systems such as SAP or Oracle. You should be detail-oriented, comfortable working with data, and able to navigate systems and processes in a structured finance environment.

Apply Today

Please send your resume, in WORD format only and quote reference number ET13460645, by clicking the apply button. Please note that only short-listed candidates will be contacted.

EA Licence no.: 07C5595 | Tan Yee Le (Elise) EA Registration no.: R1330020

• Assist relationship managers in handling account-related matters for non-bank financial institution clients, including but not limited to coordinating account opening applications and maintenance forms, checking document completeness, ensuring logical and compliant signature and authorization setups, and liaising with internal departments to facilitate account opening and maintenance processes.
• Support relationship managers in processing clients’ daily transactions, including but not limited to deposits, settlements, and foreign exchange.
• Assist in conducting industry research related to non-bank financial institutions.
• Support coordination with relevant industry associations and help organize various events.
• Assist in analyzing client account usage and provide recommendations for relevant marketing strategies.

Requirement:

• More than 3 years of experience in the financial industry, with good communication skills and logical thinking ability, capable of working under pressure.
• Familiar with banking-related accounts, settlement, and other business operations, with a meticulous and careful approach to work.
• Exceptionally capable candidates may be considered beyond the industry and experience limitations.
• Good communication skills in both Chinese and English, able to write reports in Chinese, so as to provide service to Chinese speaking customers and verify documents.
• Strong teamwork spirit and sense of responsibility, with good adaptability and stress resistance.
• Able to adapt to a fast-paced work environment and deliver results before deadlines.

Company Overview

Synergy is a proactive and reliable financial advisory firm focused on delivering innovative financial guidance. We empower our people through training and technology to create unique solutions that exceed client expectations and foster collective growth and trust.

Job Summary

Provide comprehensive financial planning services and advice to clients, including personal financial planning, wills and estate planning, HNWI planning, and general insurance.

Responsibilities

• Deliver tailored financial planning services to clients requesting personal financial planning, wills and estate planning, HNWI planning, and general insurance solutions
• Communicate complex financial concepts clearly to clients to support informed decision-making and build trust
• Apply sales skills to identify client needs and recommend appropriate financial products and services
• Utilize relevant experience to assess client financial situations and develop customized advice that aligns with their goals

Preferred competencies and qualifications

• Degree or Diploma in a relevant field
• Demonstrated maturity and outgoing personality to engage clients effectively
• Proven communication and sales skills to drive client acquisition and retention
• Relevant experience in financial advisory or related services

Company Overview

Synergy is a proactive and reliable financial advisory firm focused on delivering innovative financial guidance. We empower our people through training and technology to create unique solutions that exceed client expectations and foster collective growth and trust.

Job Summary

Provide comprehensive financial planning services and advice to clients, including personal financial planning, wills and estate planning, HNWI planning, and general insurance.

Responsibilities

• Deliver tailored financial planning services to clients requesting personal financial planning, wills and estate planning, HNWI planning, and general insurance solutions
• Communicate complex financial concepts clearly to clients to support informed decision-making and build trust
• Apply sales skills to identify client needs and recommend appropriate financial products and services
• Utilize relevant experience to assess client financial situations and develop customized advice that aligns with their goals

Preferred competencies and qualifications

• Degree or Diploma in a relevant field
• Demonstrated maturity and outgoing personality to engage clients effectively
• Proven communication and sales skills to drive client acquisition and retention
• Relevant experience in financial advisory or related services