Discover Your Future as a Financial Advisor with Synergy
Why choose Synergy? With us, you shape your own career path. Whether aiming for management roles like Branch Manager or Associate Director or focusing as a specialist, we support your ambitions. Our Comprehensive Support gives you dedicated operational and administrative assistance so you can prioritise client service. Our innovative OneSynergy platform streamlines your workflow for ease and efficiency.
Plus, Synergy equips you with Client Prospecting Tools through seminars and our referral systems, making client expansion quick and effective. Explore your potential with Synergy—where your growth is our priority!
Why Join Synergy Financial Advisers?
At Synergy Financial Advisers, we offer more than just a career – we provide a tech-powered path to thrive in the modern financial advisory space. With our suite of innovative tools, you’ll find a supportive, forward-looking environment designed to elevate both your efficiency and client service.
Embrace Cutting-Edge Technology for Maximum Efficiency
Our unique technology showcase lets you experience how innovation meets real-world financial advisory needs. From client management to streamlined administrative processes, our tools redefine efficiency:
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Autobot AI: This 24/7 virtual assistant answers all your questions instantly, keeping you supported anytime, anywhere.
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My Financial Compass: Equip yourself with insights into each client’s financial needs, so your advice is personalized and effective.
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Performance Tracking: Track your growth and achievements with an at-a-glance dashboard that covers your performance from day one.
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OneSynergy Mobile: Stay productive on the go. This mobile app empowers advisers and staff alike to complete daily tasks conveniently.
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Client Relationship Management (CRM): Organize, filter, and tag clients in one centralized system, complete with reminders for timely follow-ups and policy reviews.
Streamlined Client Onboarding and Needs Analysis
Effortlessly onboard clients with our Singpass Login and Myinfo integration for Singaporeans and Permanent Residents, simplifying form-filling and speeding up processing. Easily access clients’ Financial Needs Analyses and keep track of all client engagements.
Seamless Provider Integration
Our connections with top providers simplify form filling, reduce attachment requirements, and enable autofill functions, all through our OneSynergy platform. Your workflow becomes faster and more efficient, allowing you to focus more on client engagement.
RapidResponse and InsureFirst
Efficiently manage repetitive responses with RapidResponse for quick, professional replies. Generate fast, accurate quotes with InsureFirst, our advanced insurance premium generator, which draws from multiple providers to deliver precision results for your clients.
Comprehensive Support and Career Growth
Our support team is dedicated to helping you resolve any technical issues. With our commitment to your success, Synergy Financial Advisors is a passionate, intelligent team that believes in the power of looking ahead and staying informed on market trends.
About Wilynn Soh
Willynn Soh is a standout financial adviser at Synergy with a deep expertise in finance and insurance. Over her two years with the team, she has become a vital asset, bringing a wealth of knowledge and a passion for her work.
Her extensive qualifications, including licenses in GI, Investment, Life (A&H With Shield), Securities, and Group insurance, enable her to deliver comprehensive guidance to clients. She holds an Advanced Diploma, Higher Diploma, and Graduate Diploma, alongside numerous certifications like M8, M9A, PGI, and HI, underscoring her commitment to staying ahead in the industry.
Willynn’s client approach combines empathy, precision, and personalized recommendations. Known for her positive energy and strong work ethic, she has earned the respect and trust of colleagues and clients alike.
Outside of work, she is an avid reader and eagerly shares her industry insights, fostering a culture of growth and learning. With her expertise and dedication, Wilynn is a highly regarded adviser who consistently delivers exceptional service in finance and insurance.
Synergy Financial Advisor Job Description
As a financial advisor, you will play a key role in helping clients achieve their financial goals by providing comprehensive financial planning and guidance. This involves client communication, acquisition, cash management, investment advice, insurance planning, retirement planning, and maintaining long-term client relationships. Key responsibilities include:
- Personalized Financial Planning
Develop customized financial plans to support clients in reaching their goals within specified timelines. - Building Client Relationships
Establish strong, professional connections with clients based on trust, empathy, and ethical standards. - Retirement Planning
Assist clients in setting and analyzing their retirement goals to create tailored retirement strategies. - Client Acquisition and Onboarding
Identify and engage potential clients, conducting necessary checks to ensure a smooth onboarding process. - Ongoing Financial Review and Account Servicing
Regularly review and adjust financial plans, providing consistent service and support for client accounts. - Cash Flow and Financial Analysis
Gather and assess client information, including income, expenses, taxes, and savings, to improve cash flow management. - Investment Support
Guide clients in setting up basic investment profiles based on their financial objectives. - Insurance and Risk Management
Help clients determine their life, health, and general insurance needs to build suitable risk profiles.
This role requires a commitment to client success, strong analytical skills, and the ability to provide trustworthy financial advice.
Minimum Requirements for being a financial advisor in Singapore
- Singaporean or Singapore Permanent Resident
- GCE ‘A’ Level certificate with three H2 passes and two H1 passes; • Or an International Baccalaureate (IB) diploma;
- Or a polytechnic diploma; or equivalent academic qualifications.
Minimum Examination
Financial Advisor Examination Requirements
- Module 5 — Rules & Regulations for Financial Advisory
- Module 9 — Life Insurance and Investment-Linked Policies
- Module 9a — Life Insurance And Investment-Linked Policies II
- Health Insurance Module
