Wealth Manager

Join Us! Join one of the Multiple-Awards-Winning Agencies in Prudential Financial Advisers Singapore for one of Singapore's Leading Life Insurance Company. Prudential Financial Advisers Singapore is licensed by the Monetary Authority of Singapore and backed by Prudential, one of Singapore’s leading life insurance companies.

Executive Wealth Director Alan Lok has many years of experience in the financial services industry, as Financial Consultant and Wealth Manager, and at the same time in the role as an Agency Leader.

The agency has a very healthy mix of senior Wealth Managers who have years of experience in the industry and are well versed in the full spectrum of insurance operations, as well as relatively new and junior Wealth Managers. You can tap on the experience of these successful Wealth Managers.

We are looking for individuals who are self-driven and have a great passion for helping people to gain full insurance protection and wealth accumulation, based on their needs. We are looking for entrepreneurs, not just another Wealth Manager.

You would be embarking on a fulfilling career that can’t be measured by money alone; a career that recognizes real efforts and real results; a career that is also about the well-being of others, by helping people and their families to secure their wealth accumulation and protection needs. And if you excel, you will be rewarded too!

We always believe that this is not just another job, but a career with great purpose. We envision ourselves being one of the best agency units and developing a trusting relationship between clients and Wealth Managers. Therefore, we are careful in our selection, because we want to get the “right people”. We have a proven top-of-the-market assessment tool for you to know yourself better, and with the report, knowing your strengths and weaknesses, we can work together.

If you possess our requirements and have the trust and confidence that we can add value to your life, we would like to meet you.

Basic Requirements:

• Minimum 21 years old (Regulatory requirement).
• A full certificate in GCE ‘A’ Level, International Baccalaureate Diploma qualification, Diploma awarded by a Polytechnic in Singapore, or any other academic qualification which is equivalent to the above qualifications.
• No working experience required.
• Experienced professionals who are at a crossroads in their career path are welcome for open discussion.
• Self-motivated personality and positive attitude.
• Personal Bankers and Relationship Managers can consider this career too.
• Experienced Sales Executives and Practitioners, Recruitment Officers, and Event Planners are welcome too if new to the financial services industry but have the right aptitude.
• We also welcome Secretaries, Accountants, Engineers, and Auditors to this industry if you are contemplating a mid-career switch. We will provide you with the necessary and comprehensive training.

Remuneration Package and Benefits*

• Structured training provided.
• Interesting platform and activities to engage and acquire clients.
• Friendly and fun working environment.
• Career Progression.
• High basic allowance with commission plus bonus ($3,000 - $10,000)*

*Terms and Conditions Apply. Commissions & Incentives are payable based on individual performance.

Intrinsic Requirements

• Strong desire to succeed in life and be financially free.
• A passion to serve and self-driven, willing to learn at all times.
• Willing to work flexible hours and take this as your own business, not just another job or profession!
• Believe that you deserve better than what you have now.

Job Responsibilities:

• Client acquisition and relationship management.
• Financial planning for both personal and corporate clients.

Why Join Us?

• Learn from our insurance veteran, Alan Lok, and the opportunity to leverage on his strong customer relationships to jumpstart your career.
• Able to tap on the experience of our successful Wealth Managers who are well versed in the full spectrum of insurance operations.
• Conducive working environment.
• Company and agency sponsored incentive trips to major destinations in the world (Qualifying criteria apply).
• Comprehensive training conducted by Alan, senior Wealth Managers, and invited external speakers, along with the company’s continuous professional development.
• Accelerated management advancement path for suitable and selected Wealth Managers.
• We will invest time and resources in you: personalized coaching and joint field work with Alan or a senior Wealth Manager.

ACT NOW (if not now, then when?) Message Us. Find out what you have been missing all this while.

Contact: Alan Lok 9668-8881 (H/p).

Email: alanlok@prufa.com.sg

Profile: https://www.prudential.com.sg/pruadviser/AlanLok

Business Card: https://bumpp.io/d/445OVzIFVL?forwarded_by=66bc5ab64dc95d3f299097e3

Alan Lok & Associates, a FA unit of Prudential Financial Advisers Singapore.

Disclaimer: www.prudentialfa.com.sg/disclaimer-pfa.html

(Approval Code: PFA18Sep24DM27)