Building Wealth and Securing Your Future

5 days ago

Singapore beBeeFinancial Full time $60,000 - $120,000
Job Description

We are seeking a skilled and dedicated professional to join our team as a Financial Consultant. As a key member of our organization, you will play a crucial role in helping clients achieve their financial goals and secure their future.

As a Financial Consultant, your primary responsibility will be to understand clients' financial needs and provide personalized solutions to meet those needs. You will work closely with clients to establish their financial goals, identify areas for improvement, and develop customized plans to help them achieve success.

Key responsibilities include:

  • Establishing clients' financial goals and objectives
  • Protecting the future for families and their loved ones
  • Building clients' wealth and preparing them for longevity
  • Customizing solutions to help clients achieve their financial goals
  • Regularly reviewing clients' financial portfolios

Required Skills and Qualifications

To succeed in this role, you will need to possess excellent communication and interpersonal skills, as well as a strong understanding of banking, wealth management, and insurance products. You must also have a high level of integrity, be personable and sincere, and demonstrate a strong determination to succeed.

Key qualifications include:

  • A full certificate in GCE 'A' Level, International Baccalaureate Diploma qualification, or Diploma awarded by a polytechnic in Singapore or equivalent
  • Good knowledge of banking, wealth management & insurance products is an added advantage
  • Excellent customer-focused mindset
  • Personable, sincere, strong integrity & determination
  • At least 21 years old (regulatory requirement)

Benefits

As a valued member of our team, you can expect a range of benefits, including:

  • Making a difference in others' lives
  • Flexibility and work-life balance
  • Cultivating your entrepreneurial aspirations
  • Continuous training and development

Others

Prudential will provide the necessary training and guidance to ensure your success in this role. If selected, you will receive an establishment allowance of up to 24 months*, and a tablet will be provided to support your work.*Tablet provided to successfully contracted candidate**Terms & conditions apply. Commissions & incentives are payable based on individual performance.

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