Financial Services Specialist

1 day ago


Singapore PRUDENTIAL FINANCIAL ADVISERS SINGAPORE PTE. LTD. Full time
Job Summary

We are seeking a highly skilled and experienced Financial Services Specialist to join our team at Prudential Financial Advisers Singapore Pte. Ltd. As a Financial Services Specialist, you will be responsible for providing sound insurance and reliable financial advice to clients by analyzing their financial needs and exceeding their service expectations.

Key Responsibilities
  • Build and maintain a comprehensive client database to ensure effective communication and relationship management.
  • Establish clients' financial objectives through a thorough fact-finding process.
  • Analyze clients' data and determine suitable strategies to meet clients' financial objectives.
  • Establish and maintain long-term relationships with clients through regular follow-up and reviews.
  • Adhere to a strict compliance regime to provide sound financial advice to clients.
Requirements
  • Exhibit excellent communication and interpersonal skills to deliver effective results.
  • Possess strong leadership qualities and a commitment to excellence.
  • Demonstrate analytical and problem-solving abilities to drive business growth.
  • Be a dynamic individual who thrives in a fast-paced environment.
  • Be willing to network with business associates to expand business opportunities.
  • Be a dynamic and ambitious individual who is committed to building a long-term career in the financial industry in Singapore.
  • Meet the regulatory requirement of being 21 years old and above.
Professional Qualifications
  • Possess CMFAS M5, M9, and HI certifications.
Education
  • Possess a GCE 'A' level, International Baccalaureate Diploma qualification, or a Diploma awarded by a Polytechnic in Singapore or equivalent.
Preferred Skills
  • Coaching
  • Wealth Management
  • Leadership
  • Financial Planning
  • Interpersonal Skills
  • Investments
  • Wealth Accumulation
  • Wealth
  • Problem Solving
  • Risk Management
  • Compliance
  • Retirement Planning
  • Financial Advisory
  • Financial Services


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