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Financial Consultant

2 months ago

Singapore PRUDENTIAL FINANCIAL ADVISERS SINGAPORE PTE. LTD. Full time
Roles & Responsibilities

Job Profile Summary:

You will provide sound insurance and reliable financial advice to clients by analyzing their financial needs and exceeding their service expectations.

Job Description:

· Build and maintain clientele database

· Establish Clients’ financial objectives through Fact Find

· Analyse Clients’ data and determine suitable strategies to meet clients’ financial objectives

· Establish and maintain a long-term relationship with clients through periodic follow-up and reviews

· Adherence to a tight compliance regime in order to provide sound financial advice to clients

Who we are looking for:

Competencies & Personal Traits

· Exhibit ability to deliver effective communication and excellent interpersonal skills

· Possess strong leadership qualities and a mind towards excellence

· Analytical and strong problem solving abilities

· Dynamic individual who strives in fast moving environment

· Willing to network amongst business associates

· Dynamic and want to build a long term career in the Financial Industry in Singapore

· 21 years old and above, as per regulatory requirement

Professional Qualifications

· Possess CMFAS M5, M9, and HI certifications

Education

· GCE ‘A’ level, International Baccalaureate Diploma qualification or Diploma awarded by a Polytechnic in Singapore or equivalent


Tell employers what skills you have

Coaching
Wealth Management
Leadership
Financial Planning
Interpersonal Skills
Investments
Wealth Accumulation
Wealth
Problem Solving
Risk Management
Compliance
Retirement Planning
Financial Advisory
Financial Services