Financial Consultant

2 weeks ago


Queenstown, Singapore Agnes Ng & Associates Singapore Full time

**Led by Global Award-Winning Financial Services Director Agnes Ng, our agency unit representing Prudential Singapore, specializes in bespoke financial planning, retirement planning, and wealth transfer.**

**With over 23 years of industry experience, Agnes’s career includes roles as Senior Auditor at Deloitte & Touche and Product Control Manager at Barclays, followed by leadership positions at Société Generale and Cargill Financial Services.**

**Her dedication to excellence has earned recognition through MDRT Global Services Awards and the Asia Trusted Life Agents & Advisers Awards. An accredited trainer and Prudential ambassador, Agnes is passionate about guiding clients in diverse markets toward financial security and success.**

**Credentials**

Million Dollar Agency (MDRT): 2021 - 2025

Court of the Table (COT): 2023

Winner: Rookie Leader in Asia (2018) out of 400 submitted entries, 50 companies from 14 markets

**Job Profile Summary**

As aFinancial Consultant, you will be responsible for providing tailored financial advice and recommendation to individual and corporate clients. You’ll analyze client’s needs and goals, communicate complex information effectively, and consistently strive to exceed clients’ service expectations. Success in this role requires building and nurturing strong relationships to ensure clients’ ongoing financial wellness.

**Key Responsibilities**

1. Provide Sound Financial Advice:

- Offer customized financial solutions based on clients’ unique goals and needs
- Conduct detailed assessments of clients’ financial situations to identify any gaps
- Develop and regularly review personalized wealth management strategies
- Serve as a financial guide, helping clients make informed decisions about financial planning.

2. Maintain Strong Client Relationships:

- Collaborate closely with clients to ensure comprehensive financial and health protection through insurance plans
- Regular review of client’s insurance portfolio, aligning with their long-term financial goals and objectives

3. Foster Long-Term Client Partnerships:

- Build strong connections with clients, focusing on the client’s financial goals and objectives
- Deliver efficient after-sales service to ensure client satisfaction and trust

**Who We’re Looking For**

**Qualifications**
- International Baccalaureate Diploma qualification,
- Diploma awarded by a Polytechnic in Singapore, or any other academic qualification which is equivalent to the above qualifications.

If you are ready to make a meaningful impact on clients’ lives while advancing your career, we’d love to hear from you
- Agnes Ng & Associates Singapore_
- an agency unit of Prudential Assurance Company Singapore_
- AT24Jan25FT31_

Pay: $4,000.00 - $5,000.00 per month

Supplemental Pay:

- Commission pay

Work Location: In person

Application Deadline: 15/02/2025


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