Senior Financial Consultant

4 weeks ago


Singapore MANULIFE FINANCIAL ADVISERS PTE. LTD. Full time
Roles & Responsibilities

Responsibilities:

  • Understand and address your clients' needs for income protection, savings and investments, healthcare, retirement, business continuity and estate distribution.
  • Provide continual and extra-mile services and support to clients, assisting to achieve their financial needs through different stages of their lives.
  • Acquire new businesses while maintaining current account portfolio
  • Tactful negotiations of contract with prospects
  • Process documentations and keeping proper records.
  • Planning for personal and corporate clients on risk and wealth management, succession and estate planning.

Requirements:

  • Meeting MAS-FAA regulations, you should be at least of 21 years of age to quality as a financial planner
  • Holds a Diploma/Degree qualification
  • Prior working experience in sales is seen as an advantage
  • Goal oriented, self-driven and pro-active in character
  • Strong communication and interpersonal skills

Tell employers what skills you have

Wealth Management
Market Risk
Business Continuity
Valuation
Healthcare
Unit Testing
Investments
Financial Markets
Trading Systems
Trading System
Planner
Estate Planning
Income Protection
Business Analyst
Retirement
Credit Risk

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