Financial Services Consultant

16 hours ago


Singapore Prudential Hong Kong Limited Full time

Financial Services Consultant (Bank Branch)
Prudential’s purpose is to be partners for every life and protectors for every future. Our purpose encourages everything we do by creating a culture in which diversity is celebrated and inclusion assured, for our people, customers, and partners. We provide a platform for our people to do their best work and make an impact on the business, and we support our people’s career ambitions. We pledge to make Prudential a place where you can Connect, Grow, and Succeed.
Job Profile Summary:
You will provide sound insurance and reliable financial advice to bank customers by analyzing their financial needs and exceeding their service expectations. FSCs are also to maintain a strong rapport with the bank partners and grow and strengthen relationships with bank customers.
Job Description:
Provide sound & reliable financial advice to bank customers:
Stationed in bank branch to provide financial solutions to customers.
Establish customers' financial goals.
Determine their current financial situations to identify any shortfalls.
Develop wealth management strategies to plan for their future.
Customize solutions for individual needs and regularly review financial plans.
Be a financial solutions provider who provides affordable solutions and options to help customers achieve their financial goals.
Act as financial coach to provide guidance on saving.
Maintain strong rapport with bank partner:
Work closely with branch staff to provide innovative product solutions to address customers’ health protection and long-term savings and investment needs.
Develop & grow the business portfolio with bank partner to achieve premium growth & underwriting profit objectives.
Grow & strengthen relationships with customers:
Foster and enhance relationships with partners’ customers, with special focus on Prudential range of insurance products to complement the customers' existing financial and investment portfolio.
Provide quality, efficient after sales services.
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.
Working Experience:
Minimum 1 year of relevant working experience in insurance.
Education:
Degree in Business relevant fields of studies.
Language:
English.
Prudential is an equal opportunity employer.
We provide equality of opportunity of benefits for all who apply and who perform work for our organization irrespective of sex, race, age, ethnic origin, educational, social and cultural background, marital status, pregnancy and maternity, religion or belief, disability or part-time/fixed-term work, or any other status protected by applicable law. We encourage the same standards from our recruitment and third-party suppliers taking into account the context of grade, job and location. We also allow for reasonable adjustments to support people with individual physical or mental health requirements.
About Us
Prudential plc provides life and health insurance and asset management, with a focus on Asia and Africa. We help people get the most out of life, by making healthcare affordable and accessible and by promoting financial inclusion. We protect people’s wealth, help them grow their assets, and empower them to save for their goals. The business has more than 18 million life customers in Asia and Africa. Prudential has been providing trusted financial security for 95 years and is listed on stock exchanges in London, Hong Kong, Singapore, and New York.
We are proud to be included in the 2023 Bloomberg Gender Equality Index. The index measures gender equality across five pillars: female leadership and talent pipeline, equal pay and gender pay parity, inclusive culture, sexual harassment policies, and pro-women brand. Our inclusion in this global index is a testament to our commitment to nurturing diverse talent.
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