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