Financial Consultant

MANULIFE FINANCIAL ADVISERS PTE. LTD.; Singapore; On-site; SGD 40,000 - 60,000; Full time

Job summary

A financial services firm in Singapore is seeking a Financial Planner to assist clients with income protection, investments, and estate planning. Responsibilities include understanding client needs, acquiring new business, and maintaining documentation. Ideal candidates should hold a Diploma/Degree, be goal-oriented, and possess strong communication skills. This role provides an opportunity to support clients through different stages of their financial lives.

Qualifications

• At least 21 years of age to qualify as a financial planner.
• Meeting MAS-FAA regulations is essential.
• Sales experience is preferred.

Responsibilities

• Understand clients' needs for income protection and investments.
• Provide ongoing support to clients for their financial needs.
• Acquire new business while maintaining existing accounts.
• Negotiate contracts with prospects.
• Process documentation and maintain records.
• Plan for personal and corporate clients in risk and wealth management.

Skills

Strong communication skills

Interpersonal skills

Goal oriented

Self-driven

Sales experience

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