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Financial Services Specialist

2 months ago


Singapur, Singapore Manulife Singapore Full time

About Manulife Singapore

Manulife Singapore is a leading international financial services provider that helps people make informed decisions about their financial futures. With a rich history dating back to 1899, we have established ourselves as a trusted partner for individuals and businesses alike.

The Role

Key Responsibilities:

  • Financial Product Expertise: Develop in-depth knowledge of various financial products and services to provide expert advice to clients.
  • Client Portfolio Management: Acquire and manage clients' insurance portfolios, ensuring their financial needs are met and exceeded.
  • Client Acquisition and Development: Source and develop a network of high net worth clients, building strong relationships and trust.
  • Financial Analysis and Planning: Analyze and evaluate clients' financial portfolios, conducting Financial Needs Analysis and recommending tailored solutions.
  • Wealth Accumulation and Protection: Assist clients in achieving their wealth accumulation and protection goals, providing expert advice and guidance.
  • Legacy and Estate Enhancement: Help clients create and implement legacy and estate enhancement plans, ensuring their financial legacy is protected and preserved.
  • Business Succession and Continuity: Provide expert advice on business succession and continuity planning, ensuring clients' businesses are protected and preserved for future generations.

Ideal Candidate Profile

We are seeking a highly motivated and results-driven individual who is passionate about delivering exceptional client service and building strong relationships. The ideal candidate will possess:

  • Strong Communication and Interpersonal Skills: Excellent communication and interpersonal skills, with the ability to build trust and rapport with clients.
  • Financial Acumen: Strong understanding of financial products and services, with the ability to analyze and evaluate complex financial data.
  • Business Development Skills: Proven ability to develop and maintain a network of high net worth clients, with a strong focus on business development and growth.
  • Adaptability and Resilience: Ability to work in a fast-paced environment, with a strong focus on adaptability and resilience in the face of changing market conditions.

What We Offer

  • Competitive Salary and Commissions: Attractive salary and commission structure, with opportunities for growth and advancement.
  • Multiple Incentive Trips: Regular incentive trips and rewards, recognizing and rewarding outstanding performance.
  • Work-Life Balance: Flexible work arrangements and a focus on work-life balance, ensuring our employees can achieve their personal and professional goals.