Financial Consultant

MANULIFE FINANCIAL ADVISERS PTE. LTD.; Singapore; On-site; SGD 60,000 - 80,000; Full time

Job summary

A financial services provider in Singapore is seeking qualified Financial Planners to understand and address clients' needs for income protection, savings, and investments. Responsibilities include providing ongoing support, acquiring new businesses, and maintaining portfolios. Ideal candidates must hold a Diploma/Degree, be at least 21 years old, and possess strong communication skills. Previous sales experience is advantageous. This role offers the opportunity to work in a fulfilling environment while helping clients achieve financial security.

Qualifications

• Must be at least 21 years of age to qualify as a financial planner.
• Prior working experience in sales is considered advantageous.
• Self-driven and proactive personality is essential.

Responsibilities

• Understand and address clients' needs for income protection and investments.
• Provide ongoing support to clients in achieving financial needs.
• Acquire new businesses while maintaining current accounts.

Skills

Goal oriented

Strong communication skills

Interpersonal skills

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