Legacy FA Pte Ltd is a licensed financial planning and investment adviser. We are licensed by the Monetary Authority of Singapore under its Financial Advisers Act (Cap. 110). As a Licensed Financial Adviser, we are independently owned and not tied to any product provider. We provide financial advisory services to individuals and businesses in the areas of investment, insurance, estate distribution, retirement, taxation, mortgage loans, corporate pensions, group employee benefits, business continuation and general insurance. Our services are geared towards the interests of our customers. Our financial consultants have a high level of professionalism and they strive to provide quality advice to clients. We listen to what our clients want and deliver solutions that help them with their financial planning. Our reliable financial consultants are at your service at all times to serve you in the best possible ways to achieve financial growth, security and comfort for you and your family.
- Responsible for acquiring new customers
- Cross-sell proposition to individual customers, companies, affluent segments
- Telesales activity to affluent segment customers
- Able to communicate and present effectively ideas, concepts, and explain products and services
- To comply and adhere to the Bank policies, procedure and regulatory requirement
- To deliver quality service that create customer satisfaction and maximize sales
- To update and maintain regular Sales Acquisition and post event follow up
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Legacy FA Pte Ltd - Designation:
Finance Executive - Profession:
Accounting / Auditing / Taxation - Industry:
Finance