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Advisors Alliance Group

Financial Advisor

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Job Description

Company Description

Advisors Alliance Group (AAG) is a leading financial services firm dedicated to pushing boundaries and setting new standards. Founded in 2000 by Tan Koon Chuan, AAG has grown from 30 people to over 800 consultants. We emphasize service to family, peers, seniors, and clients, believing that service fosters learning and connection. Our core values of Integrity, Compassion, and Competence drive our consultants to provide customized financial solutions, helping individuals make smart financial decisions. Discover more about our opportunities here. AAG is an authorized representative of AIA Financial Advisers Private Limited (Reg. No. 201715016G).

Role Description

This is a full-time on-site role located in Singapore for a Financial Advisor. The Financial Advisor will be responsible for providing financial planning and advisory services, including retirement planning and investment management. Day-to-day tasks involve working closely with clients to develop customized financial solutions that meet their individual needs, conducting financial assessments, and ensuring clients are informed about their financial decisions. The advisor will also be involved in continuous education and professional development to stay updated with industry trends and standards.

Qualifications
  • Expertise in Financial Planning and Finance
  • Knowledge and experience in Retirement Planning and Investments
  • Proficiency in Financial Advisory services
  • Strong analytical and problem-solving skills
  • Excellent communication and interpersonal skills
  • A proactive and client-focused approach
  • Bachelor's degree in Finance, Economics, Business, or related field
  • Relevant certifications such as CFP (Certified Financial Planner) are a plus

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Job ID: 137333297

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