Senior Financial Advisor - Wealth, Risk & Estate Planning

MANULIFE FINANCIAL ADVISERS PTE. LTD.; Singapore; On-site; SGD 60,000 - 100,000; Full time

Job summary

MANULIFE FINANCIAL ADVISERS PTE. LTD.

in Singapore is seeking a capable Financial Planner to understand clients' needs for income protection, savings and investments, healthcare, retirement, business continuity and estate planning. You will provide ongoing services and support, acquire new business while maintaining the existing portfolio, negotiate contracts with prospects, and ensure proper documentation and records in line with MAS-FAA regulations.

Qualifications

• Strong communication and interpersonal skills.
• Sales experience is advantageous.
• Qualification in finance or related field preferred.
• MAS-FAA regulatory familiarity is beneficial.
• 21+ years of age required.

Responsibilities

• Understand and address clients' needs for income protection, savings and investments, healthcare, retirement, business continuity and estate planning.
• Provide ongoing services and support to clients to meet their financial needs through life stages.
• Acquire new business while maintaining the current account portfolio.
• Negotiate contracts with prospects.
• Process documentation and maintain proper records.
• Plan for personal and corporate clients on risk and wealth management, succession and estate planning.

Skills

Communication skills

Interpersonal skills

Sales experience

Client-focused mindset

Education

Diploma or degree qualification

Job description

MANULIFE FINANCIAL ADVISERS PTE. LTD.

in Singapore is seeking a capable Financial Planner to understand clients' needs for income protection, savings and investments, healthcare, retirement, business continuity and estate planning. You will provide ongoing services and support, acquire new business while maintaining the existing portfolio, negotiate contracts with prospects, and ensure proper documentation and records in line with MAS-FAA regulations.