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Raidah Yusof
Client Services Manager at Synergy Financial Advisers
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Work Experience
Client Services Manager
Mar 2023 - Dec 2023 · 9 months
AAM Advisory Pte Ltd
Client Servicing Executive
Apr 2022 - Feb 2023 · 10 months
Executive Assistant
Nov 2021 - Apr 2022 · 5 months
Company Details
Synergy Financial Advisers prides itself on being fully capable of providing a one-stop solutions for your financial planning needs. At Synergy Financial Advisers , we strive to achieve three I’s – Independence, Impact and Income. In our organization, we provide the tools to ensure that everyone in our team achieves this goal through the power of partnership. Our Vision: To be the most admired Financial Advisory Firm in Asia Our Mission: Working together to achieve financial freedom by harnessing technology and innovation Our Core Values are: People • Professionalism • Progress Synergy is delighted to be the only Financial Advisory Firm in Singapore to be: • Certified in Singapore Quality Class with People and Innovation • Certified in Data Protection Trustmark • Awarded ISO 9001 • Awarded ISO 27001
Year Founded
2012
Social Media
Linkedin
Industry
Financial Services
HQ Location
229 Mountbatten Road #03-30 Singapore, Singapore 398007, SG
Keywords
Life InsuranceGeneral InsuranceGroup InsuranceHealth InsuranceInvestmentUnit TrustsEmployee BenefitsBusiness Succession PlanningHigh Networth PlanningOffshore Estate Planning
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