Junior Financial Consultant

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

Job summary

A financial services firm in Singapore seeks a Financial Planner to understand clients' financial needs and provide tailored solutions. The ideal candidate will support clients in achieving their financial goals, acquire new businesses, and maintain current accounts. Applicants should hold a Diploma/Degree and ideally have sales experience. Strong communication and pro-active character are essential for success in this role. Join a supportive environment where you can thrive in your career.

Qualifications

• At least 21 years of age to qualify as a financial planner under MAS-FAA regulations.
• Prior working experience in sales is an advantage.

Responsibilities

• Understand and address clients' needs for various financial services.
• Provide support to clients in achieving their financial goals.
• Acquire new businesses while maintaining current portfolio.
• Negotiate contracts with prospects.
• Process documentation and maintain records.
• Plan for clients on risk and wealth management.

Skills

Strong communication skills

Interpersonal skills

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