Senior Financial Consultant

MANULIFE FINANCIAL ADVISERS PTE. LTD.; Singapore; On-site; SGD 60,000 - 80,000; Full time

Job summary

A financial advisory firm in Singapore is seeking a Financial Planner to address clients' income protection and investment needs. The ideal candidate will provide continuous support, acquire new business, and negotiate contracts. A Diploma/Degree is required, and prior sales experience is an advantage. Strong communication skills are essential for client interactions.

Qualifications

• Minimum age of 21 years to qualify as a financial planner under MAS-FAA regulations.
• Prior working experience in sales is advantageous.

Responsibilities

• Understand and address clients' needs regarding income protection and investments.
• Provide support to clients in achieving financial needs.
• Acquire new businesses while maintaining existing accounts.
• Negotiate contracts with prospects.
• Process documents and maintain proper records.
• Plan for clients on risk and wealth management.

Skills

Strong communication skills

Interpersonal skills

Goal oriented

Self-driven

Sales experience

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