Client Advisor

Client acquisition through financial planning and advisory services.

Able to advise and recommend solutions from more than 10 insurance providers, and 4 investment platforms, thus standing out from tied insurance agents.

Able to refer to legal advisors and mortgage loan packages offered by various banks as a value-add to your advisory service.

Self-motivated as well as team player, avid learner.

New to industry as well as existing practitioners looking for a different, holistic platform are welcome!