Strategic Wealth & Estate Planning Advisor

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

Job summary

A financial services provider in Singapore is seeking qualified Financial Planners to understand and address clients' needs for income protection, savings, and investments. Responsibilities include providing ongoing support, acquiring new businesses, and maintaining portfolios. Ideal candidates must hold a Diploma/Degree, be at least 21 years old, and possess strong communication skills. Previous sales experience is advantageous. This role offers the opportunity to work in a fulfilling environment while helping clients achieve financial security.

Qualifications

• Must be at least 21 years of age to qualify as a financial planner.
• Prior working experience in sales is considered advantageous.
• Self-driven and proactive personality is essential.

Responsibilities

• Understand and address clients' needs for income protection and investments.
• Provide ongoing support to clients in achieving financial needs.
• Acquire new businesses while maintaining current accounts.

Skills

Goal oriented

Strong communication skills

Interpersonal skills

Education

Diploma/Degree qualification

Job description

A financial services provider in Singapore is seeking qualified Financial Planners to understand and address clients' needs for income protection, savings, and investments. Responsibilities include providing ongoing support, acquiring new businesses, and maintaining portfolios. Ideal candidates must hold a Diploma/Degree, be at least 21 years old, and possess strong communication skills. Previous sales experience is advantageous. This role offers the opportunity to work in a fulfilling environment while helping clients achieve financial security.