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A Look at Synergy Financial Advisers

In today’s fast-paced business world, where digital changes are reshaping industries like never before, companies that embrace innovation and early adaptation often gain significant advantage.

Synergy Financial Advisers is prime example of such forward-thinking businesses. Through smart investments in technology and talent, Synergy has become a prominent player in Singapore’s financial services sector. It has earned recognition as one of Singapore’s fastest-growing companies for the year 2024. This acclaim was celebrated by The Straits Times.

Founded in 2014, Synergy Financial Advisers has quickly risen to prominence in Singapore’s financial advisory landscape. The company’s mission is empowering clients to achieve their financial goals. They offer personalized wealth management solutions. Their services cover retirement planning and investment management. They also handle risk mitigation, estate planning and insurance. All these services are tailored to meet 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. It ensures 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. This is anchored in trust transparency and long-term relationships. Each client engagement begins with meticulous assessment of financial goals. Risk tolerances and preferences are also considered. This paves the way for tailored strategies that resonate with individual aspirations.

Corporate Social Responsibility

Moreover, Synergy Financial Advisers emphasizes strongly with corporate social responsibility. They actively engage in community initiatives. They also participate in philanthropic endeavors. This dedication to societal well-being highlights Synergy’s core values. They believe in giving back to the community. They aim to make positive impact that extends far beyond their financial advisory services.

Recognition and Growth Trajectory

Being named one of Singapore’s Fastest-Growing Companies for 2024 is more than just a badge of honor for Synergy Financial Advisers. It reflects hard work, relentless drive and dedication of the entire Synergy team. This accolade stands as a tribute. Their collective efforts and commitment to excellence are recognized. Compiled by The Straits Times, in collaboration with Statista, this prestigious list highlights local enterprises. They 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. It is a proprietary platform that revolutionized client engagement. The platform streamlines processes and harnesses 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. It has earned 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. They have plans to extend their footprint to neighboring markets. They will leverage their robust IT infrastructure to drive sustained growth. With laser-sharp focus on innovation and commitment to putting clients first, Synergy embodies essence of resilience and adaptability. In the ever-changing and bustling world of Singapore’s business scene, this forward-thinking leadership sets Synergy apart. They are not just keeping up with the pace. They are leading the charge.

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 meaningful impact on the financial well-being of clients and the community.

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