Financial Consultant

MANULIFE (SINGAPORE) PTE. LTD.; Singapore; On-site; SGD 60,000 - 80,000; Full time

Job summary

MANULIFE (SINGAPORE) PTE. LTD. is seeking a client-focused financial professional to address clients' income protection, savings and investments, healthcare, retirement and estate planning, guiding them through life stages.

You will acquire new business while maintaining existing portfolios, negotiate contracts, and ensure proper documentation, planning for personal and corporate clients with risk and wealth management.

Qualifications

• Must have strong communication and interpersonal abilities.
• Pro-active, self-driven with a goal-oriented mindset.
• Experience in sales is advantageous but not mandatory.
• MAS-FAA regulations awareness is required.

Responsibilities

• Understand and address clients' needs for income protection, savings and investments, healthcare, retirement, business continuity and estate planning.
• Provide continual and extra-mile services and support to clients throughout life stages.
• Acquire new business while maintaining current account portfolios.
• Negotiate contracts with prospects tactfully.
• Process documentation and keep proper records.
• Plan for personal and corporate clients on risk and wealth management, succession and estate planning.

Skills

Communication skills

Interpersonal skills

Self-driven

Goal oriented

Education

Diploma/ Degree

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