Rising Financial Planner - Wealth & Risk Advisor

MANULIFE (SINGAPORE) PTE. LTD.; Singapore; On-site; SGD 60,000 - 90,000; Full time

Job summary

MANULIFE (SINGAPORE) PTE. LTD. is seeking a motivated financial planner to understand clients' needs across income protection, savings and investments, healthcare and retirement. You will provide ongoing support and guidance to help clients meet their financial goals through different life stages.

The role involves growing the client base, adhering to MAS-FAA regulations, and delivering advice on risk management and estate planning. Strong communication and self-driven attitude are essential.

Qualifications

• Diploma or degree required.
• Sales experience is a plus.
• Must be 21 years or older to qualify.

Responsibilities

• Understand and address 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 documentation and keeping proper records.
• Planning for personal and corporate clients on risk and wealth management, succession and estate planning.

Skills

Communication skills

Interpersonal skills

Goal oriented

Self-driven

Education

Diploma/Degree qualification

Job description

MANULIFE (SINGAPORE) PTE. LTD. is seeking a motivated financial planner to understand clients' needs across income protection, savings and investments, healthcare and retirement. You will provide ongoing support and guidance to help clients meet their financial goals through different life stages.

The role involves growing the client base, adhering to MAS-FAA regulations, and delivering advice on risk management and estate planning. Strong communication and self-driven attitude are essential.