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Financial Planning Manager

2 weeks ago

Singapore Prudential plc Full time $80,000 - $120,000 per year

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 to 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 relationship 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 relationship 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 4 years of relevant working experience in insurance

Education

  • Degree in Business relevant fields of studies

Prudential is an equal opportunity employer. We provide equality of opportunity of benefits for all who apply and who perform work for our organisation 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.