Junior Financial Consultant

MANULIFE (SINGAPORE) PTE. LTD.; Singapore; On-site; SGD 40,000 - 60,000; Full time

Job summary

A leading financial services company in Singapore is seeking a proactive Financial Planner to support clients' needs in income protection, savings, and investments. The ideal candidate will have a diploma/degree and prior sales experience is advantageous. You will also assist clients in risk and wealth management while ensuring compliance with regulations. Strong communication skills are essential for this role.

Qualifications

• Meeting MAS-FAA regulations and at least 21 years of age to qualify as a financial planner.
• Goal-oriented and proactive character.

Responsibilities

• Understand and address clients' needs for wealth management.
• Acquire new businesses while maintaining current account portfolio.
• Provide continual support to clients.

Skills

Strong communication

Interpersonal skills

Sales experience

Goal oriented

Self-driven

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