Financial Consultant

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

Job summary

A leading financial advisory firm in Singapore is seeking a Financial Planner to understand and address clients' needs for income protection and investments. This role involves acquiring new business, providing ongoing support to clients, and planning for risk and wealth management. Candidates should hold a Diploma/Degree, be at least 21 years old, and ideally possess sales experience. Strong communication and interpersonal skills are essential. The company offers a dynamic environment with opportunities for career development.

Qualifications

• Must be at least 21 years of age to qualify as a financial planner.
• Prior working experience in sales is an advantage.

Responsibilities

• Understand and address clients' needs for financial products.
• Provide extensive support to clients throughout their financial journeys.
• Acquire new businesses while maintaining current accounts.
• Negotiate contracts with prospects.
• Process documentation and maintain records.
• Plan for clients on risk and wealth management.

Skills

Strong communication skills

Interpersonal skills

Sales experience

Goal oriented

Pro-active character

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 qualify 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