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A Look at Synergy Financial Advisers

In the dynamic landscape of modern business, where digital transformation is reshaping industries at an unprecedented pace, companies that embrace innovation and early adoption often gain a decisive edge.

Synergy Financial Advisers stands as a prime exemplar of such forward-thinking enterprises. Through astute investments in technology and talent, Synergy has risen to prominence within Singapore’s financial services sector, earning recognition as one of Singapore’s fastest-growing companies for the year 2024, as heralded by The Straits Times.

Established in 2014, Synergy Financial Advisers has swiftly ascended to become a key player in Singapore’s financial advisory arena. The firm’s mission revolves around empowering clients to realize their financial aspirations through personalized and comprehensive wealth management solutions. Services encompass retirement planning, investment management, risk mitigation, estate planning, and insurance provisions, tailored to cater to the diverse needs of individuals, families, and businesses.

Commitment to Excellence and Innovation

What sets Synergy apart is its unwavering commitment to excellence and innovation. The company places a premium on continuous learning and development, ensuring its team of financial advisers remains at the vanguard of industry trends and regulatory shifts. This dedication to professional growth enables Synergy to furnish clients with bespoke advice and solutions that align closely with their unique objectives and circumstances.

Client-Centric Ethos

A cornerstone of Synergy’s success lies in its client-centric ethos, anchored in trust, transparency, and long-term relationships. Each client engagement begins with a meticulous assessment of financial goals, risk tolerances, and preferences, paving the way for tailored strategies that resonate with individual aspirations.

Corporate Social Responsibility

Moreover, Synergy Financial Advisers places a strong emphasis on corporate social responsibility, actively engaging in community initiatives and philanthropic endeavors. This commitment to societal well-being underscores the company’s ethos of giving back and making a positive impact beyond the realms of financial advisory.

Recognition and Growth Trajectory

The recognition bestowed upon Synergy as one of Singapore’s Fastest-Growing Companies for 2024 serves as a testament to the collective efforts and unwavering dedication of its team. Compiled by The Straits Times in collaboration with Statista, this prestigious list highlights local enterprises that have exhibited exceptional revenue growth between 2019 and 2022.

Driven by Innovation

Synergy’s growth trajectory can be traced back to its proactive response to the 2003 SARS outbreak, which underscored the imperative of remote engagement and digital solutions in the financial advisory domain. Driven by this insight, Mr. Adrian Peh, co-founder and CEO, spearheaded the development of My Financial Compass—a proprietary platform that revolutionized client engagement by streamlining processes and harnessing advanced technologies like artificial intelligence and chatbots.

Continual Pursuit of Excellence

The company’s commitment to innovation and talent development has been pivotal in fueling its rapid growth and earning industry recognition. From achieving the Singapore Quality Class Star with People and Innovation to securing ISO 9001 & 27001 Certification and Data Protection Trustmark (DPTM) certification, Synergy’s pursuit of excellence has been relentless.

Future Expansion and Success

Looking ahead, Synergy Financial Advisers remains poised for further expansion and success, with plans to extend its footprint to neighboring markets while leveraging its robust IT infrastructure to drive sustained growth. With a steadfast focus on innovation, efficiency, and client-centricity, Synergy epitomizes resilience, adaptability, and forward-thinking leadership in Singapore’s vibrant business landscape.

Join Synergy Financial Advisers

Synergy Financial Advisers offers a supportive environment for individuals seeking to join a dynamic and forward-thinking team. They provide excellent operations and administrative support, simplifying tasks to allow professionals to focus on serving clients effectively. Synergy assists in prospecting through referral systems and seminars, facilitating the expansion of client bases. Their innovative OneSynergy platform seamlessly integrates IT into workflows, streamlining processes and enhancing efficiency. Successful Financial Advisers can accelerate their careers through two routes: the Management Route, leading towards a Branch Manager position, or the Specialist Route, progressing into roles such as Relationship Manager or Associate Director catering to premier private clients. Additionally, top performers have the opportunity to enjoy incentive trips to various global destinations like Paris, Iceland, New Zealand, and more.

Requirements for Joining Synergy Financial Advisers

Applicants for this role should be at least 21 years old, Singapore Citizens or PRs, and possess a Diploma/Degree, preferably in Business, Banking & Finance, or Engineering. A passion for investment and financial planning is crucial, welcoming both fresh graduates and candidates with less than two years of relevant experience. Those with over two years of experience and a proven track record may be considered for senior positions. Ideal candidates exhibit self-starting qualities, a hunger for growth, and a willingness to continuously learn and adapt.

Additionally, Synergy provides great company welfare and benefits to recognize and reward outstanding performances. Those who share their passion for excellence and innovation in financial advisory services are encouraged to reach out to us. Together, you can make a meaningful impact on the financial well-being of clients and the community.

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