Financial Consultant

MANULIFE (SINGAPORE) PTE. LTD.; Singapore; On-site; SGD 45,000 - 70,000; Full time

Job summary

A leading financial services firm in Singapore is seeking a dedicated Financial Planner to understand clients' needs for income protection and investments. The ideal candidate will manage existing accounts, acquire new businesses, and assist clients through various financial stages. A Diploma or Degree is required, along with strong communication skills and a proactive attitude. This role offers an opportunity to make a significant impact on clients' financial success.

Qualifications

• At least 21 years of age to qualify as a financial planner.
• Comfortable with meeting MAS-FAA regulations.

Responsibilities

• Understand and address clients' needs for financial services.
• Provide continual support to clients throughout their financial journey.
• Acquire new businesses while maintaining existing accounts.
• Negotiate contracts with prospects.
• Process documentation and maintain proper records.
• Plan for personal and corporate clients on risk and wealth management.

Skills

Strong communication skills

Interpersonal skills

Sales experience

Goal-oriented

Self-driven

Education

Diploma/Degree qualification

Job description

Responsibilities:

• Understand and address your clients' needs for income protection, savings and investments, healthcare, retirement, business continuity and estate distribution.
• Provide continual and extra-mile services and support to clients, assisting to achieve their financial needs through different stages of their lives.
• Acquire new businesses while maintaining current account portfolio
• Tactful negotiations of contract with prospects
• Process documentations and keeping proper records.
• Planning for personal and corporate clients on risk and wealth management, succession and estate planning.

Requirements:

• Meeting MAS-FAA regulations, you should be at least of 21 years of age to quality as a financial planner
• Holds a Diploma/Degree qualification
• Prior working experience in sales is seen as an advantage
• Goal oriented, self-driven and pro-active in character
• Strong communication and interpersonal skills