Financial Consultant

12 hours ago


Singapore Prudential Financial Advisers Singapore Full time $60,000 - $120,000 per year

Job Profile Summary:

You will provide sound insurance and reliable financial advice to clients by analyzing their financial needs and exceeding their service expectations.

Job Description:

  • Build and maintain clientele database

  • Establish Clients' financial objectives through Fact Find

  • Analyse Clients' data and determine suitable strategies to meet clients' financial objectives

  • Establish and maintain a long-term relationship with clients through periodic follow-up and reviews

  • Adherence to a tight compliance regime in order to provide sound financial advice to clients

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
  • Willing to network amongst business associates
  • Dynamic and want to build a long term career in the Financial Industry in Singapore
  • 21 years old and above, as per regulatory requirement

Professional Qualifications

  • Possess CMFAS M5, M9, and HI certifications

Education

  • GCE 'A' level, International Baccalaureate Diploma qualification or Diploma awarded by a Polytechnic in Singapore or equivalent

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