Vision Advisory is a specialist financial planning group based in Singapore and is led by Executive Director, Tony Cheng. Established in 2003, it now is a strong team of more than 100 fully qualified Financial Services Consultants and AVPs, working towards their vision of being recognised as the most reputable, successful agency in Singapore.
Your Task
Communicate with clients to better understand their circumstances, financial goals and needs
Develop sound financial plans to help clients make informed decisions and achieve their financial goals at the different stages of their lives.
Acquire new clients and develop a good rapport with existing clients
Constantly researching and being updated on new and existing products and relaying information to clients.
- Keep track of all clients' progress and portfolios and conduct regular reviews
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- Company:
Vision Advisory Pte Ltd - Designation:
Strategic Investment Consultant - Profession:
Accounting / Auditing / Taxation - Industry:
Finance