Strategic Wealth & Risk Advisor

MANULIFE (SINGAPORE) PTE. LTD.

Singapore

On-site

SGD 60,000 - 80,000

Full time

9 days ago

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Job summary

MANULIFE (SINGAPORE) PTE. LTD. is seeking a client-focused financial professional to address clients' income protection, savings and investments, healthcare, retirement and estate planning, guiding them through life stages.

You will acquire new business while maintaining existing portfolios, negotiate contracts, and ensure proper documentation, planning for personal and corporate clients with risk and wealth management.

Qualifications

Must have strong communication and interpersonal abilities.
Pro-active, self-driven with a goal-oriented mindset.
Experience in sales is advantageous but not mandatory.
MAS-FAA regulations awareness is required.

Responsibilities

Understand and address clients' needs for income protection, savings and investments, healthcare, retirement, business continuity and estate planning.
Provide continual and extra-mile services and support to clients throughout life stages.
Acquire new business while maintaining current account portfolios.
Negotiate contracts with prospects tactfully.
Process documentation and keep proper records.
Plan for personal and corporate clients on risk and wealth management, succession and estate planning.

Skills

Communication skills

Interpersonal skills

Self-driven

Goal oriented

Education

Diploma/ Degree

Job description

You will acquire new business while maintaining existing portfolios, negotiate contracts, and ensure proper documentation, planning for personal and corporate clients with risk and wealth management.

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