Company Overview
One degree alliance is the only company you will ever need to manage all your finances. The service we provide includes Business solution, Personal finance, Seminars-workshops, Estate planning, Insurance and investment. Utilising our network, we work with our clients to develop a long term, all-encompassing financial strategy to maximise their financial power. This is achieved by incorporating the best in market solution, insurances and investments.
Our Mission:
To enhance our client's quality of life through seeking the best financial solutions for them.
Our Vision:
Being the best value provider for our clients and a progressive leader in financial solutions.
- Provides financial advices to clients.
- Recommend investment products and services suitable for clients based on their objective, resources, time horizon, risk profile and preferences.
- Understand client’s needs and develop a solid financial plan.
- Cultivate client base and continue maintaining contact to obtain feedback, as well as monitoring the progress of client’s finances.
- Conduct market research to stay abreast with new financial trends and to back up financial consulting.
- Maintain awareness of latest legislative changes that may affect client’s financial planning.
- Ensure plans are in line with current market conditions.
- Liaise with other client advisors to fully understand client’s financial objective.
- Oversee course of financial plan and keep it up to date.
- Comply with company’s rules and regulations at all time.
JOB REQUIREMENTS:
- Singaporean / PR.
- Must be at least 21 years old.
- Minimum a Diploma.
- Have PC knowledge and ability to analyse market’s financial data to provide appropriate data based advice.
- Active listening: Pay attention to client’s requirement and needs.
- Critical thinking: Figure out how to help clients meet their goals and evaluate all data available.
- Reading Comprehension: Understand and study relevant financial documents.
- Verbal Communication: Interacting with clients to proffer recommendations.
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- Company:
One Degree Alliance - Designation:
Financial Adviser / Financial Consultant - Profession:
Accounting / Auditing / Taxation - Industry:
Accountancy, Finance