Financial Planning Manager

3 days ago

Singapore Prudential plc Full time

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

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