We are looking for people who have strong passion in financial world who are driven and highly motivated.
Deliver highest professional standard of wealth accumulation solutions to clients ... More...
Provide professional advisory for savings and financial protection
Providing excellent customer service and timely information
Actively engage existing customers to maintain re ... More...
Tend to client enquiries
Provide timely information on investment or insurance policies updates
Identify and convey issues or constraints associated with product, operations ... More...
To develop new leads/client accounts and explore possibility of growth
Managing clients’ portfolio, perform financial analysis and planning
Comprehensive financial plan ... More...
Welcome to Legacy FA Pte. Ltd.
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Develop strong and maintain good relationships with both individual and corporate clients for revenue growth and client retention
Identify business opportunities to help client enhance their net wort ... More...
Communicate with clients to develop a better understanding of their financial goals, needs and concerns
Develop a financial plan to help clients achieve their financial goals ... More...
Job ResponsibilitiesAble to build rapport with client
Able to recognize client problems and provide solutions to them
Convince client that the proposal is suitable for them
Establish a long term re ... More...