Senior Financial Consultant

MANULIFE FINANCIAL ADVISERS PTE. LTD.; Singapore; Sur place; SGD 60 000 - 100 000; Plein temps

Résumé du poste

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.

Responsabilités

• 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.

Connaissances

Communication skills

Interpersonal skills

Sales experience

Client-focused mindset

Formation

Diploma or degree qualification

Description du poste

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