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Seeking a Financial Advisor: Creating Personalized Strategies for Financial Security

Financial Advisor
Full-time

on 2023-06-07

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Seeking a Financial Advisor: Creating Personalized Strategies for Financial Security

Full-time
Full-time

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Mahbuba Sarwar

Advisor Alliance Group's members

Mahbuba Sarwar

What we do

We know that great people make a great company, which is why our team comprises of seasoned, dedicated and friendly professionals, guaranteeing customer well being and the precise detailing of your retirement planning, estate planning and financial advisory needs.

Why we do

To bring Advisors Alliance Group from where we are today, to places we have never been before. To be a world-class financial services group, committed to making the lives of our fellow men better.

How we do

We do it by inculcating core values like Integrity, compassion and competence in ourselves

As a new team member

Financial Consultants help clients with the planning of financial decisions for important milestones as well as day-to-day living according to the client’s needs and financial goals, such as wealth management and risk management. Job Responsibilities • Assessing clients' financial goals, risk tolerance, and investment preferences to create personalized financial plans. • Monitoring and reviewing clients' investment portfolios to ensure they align with their goals and risk tolerance. • Offering comprehensive advice on retirement planning, tax strategies, and wealth preservation techniques. • Keeping abreast of industry regulations, market trends, and financial planning strategies to provide up-to-date recommendations to clients. Job Requirements • Has a Full certificate in GCE “A” level (3 passes in H2 subjects and 2 passes in H1 subjects) OR International Baccalaureate Diploma qualification OR Diploma awarded by a polytechnic in Singapore OR equivalent. • At least 21 years old. Take Control of Your Future with our Seniors that will expertly guide you along the way! Click "I'm Interested!" to begin your journey with us now!

What we do

We know that great people make a great company, which is why our team comprises of seasoned, dedicated and friendly professionals, guaranteeing customer well being and the precise detailing of your retirement planning, estate planning and financial advisory needs.

Why we do

To bring Advisors Alliance Group from where we are today, to places we have never been before. To be a world-class financial services group, committed to making the lives of our fellow men better.

How we do

We do it by inculcating core values like Integrity, compassion and competence in ourselves

As a new team member

Financial Consultants help clients with the planning of financial decisions for important milestones as well as day-to-day living according to the client’s needs and financial goals, such as wealth management and risk management. Job Responsibilities • Assessing clients' financial goals, risk tolerance, and investment preferences to create personalized financial plans. • Monitoring and reviewing clients' investment portfolios to ensure they align with their goals and risk tolerance. • Offering comprehensive advice on retirement planning, tax strategies, and wealth preservation techniques. • Keeping abreast of industry regulations, market trends, and financial planning strategies to provide up-to-date recommendations to clients. Job Requirements • Has a Full certificate in GCE “A” level (3 passes in H2 subjects and 2 passes in H1 subjects) OR International Baccalaureate Diploma qualification OR Diploma awarded by a polytechnic in Singapore OR equivalent. • At least 21 years old. Take Control of Your Future with our Seniors that will expertly guide you along the way! Click "I'm Interested!" to begin your journey with us now!
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    What happens after you apply?

    1. ApplyClick "Want to Visit"
    2. Wait for a reply
    3. Set a date
    4. Meet up

    Company info

    80 Raffles Place 36-01, #1 UOB Plaza, 048624