Financial Consultant

MANULIFE FINANCIAL ADVISERS PTE. LTD.; Singapore; On-site; SGD 60,000 - 90,000; Full time

Job summary

MANULIFE FINANCIAL ADVISERS PTE. LTD. in Singapore is seeking a motivated Financial Planner to help clients secure income protection, savings and investments, healthcare, retirement, and estate planning.

You will build lasting relationships, acquire new business while maintaining existing portfolios, and ensure compliant, high-quality service through every life stage.

Qualifications

• MAS-FAA regulations compliance and age at least 21 years.
• Holds a Diploma or Degree qualification.
• Sales experience is an advantage.
• Goal oriented, self-driven and pro-active in character.
• Strong communication and interpersonal skills.

Responsibilities

• Understand clients' needs for income protection, savings, investments, healthcare, retirement, and estate planning.
• Provide ongoing services and support to help clients meet financial goals.
• Acquire new business while maintaining current client portfolio.
• Negotiate contracts with prospects.
• Process documentation and keep proper records.
• Plan for personal and corporate clients on risk and wealth management.

Skills

Communication skills

Interpersonal skills

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