Financial Services Consultant (Bank Branch)

Prudential’s purpose is to be partners for every life and protectors for every future. Our purpose encourages everything we do by creating a culture in which diversity is celebrated and inclusion assured, for our people, customers, and partners. We provide a platform for our people to do their best work and make an impact to the business, and we support our people’s career ambitions. We pledge to make Prudential a place where you can Connect, Grow, and Succeed.

Job Profile Summary :

You will provide sound insurance and reliable financial advice to bank customers by analyzing their financial needs and exceeding their service expectations. FSCs are also to maintain a strong rapport with the bank partners and grow and strengthen relationship with bank customers

Job Description :

Provide sound & reliable financial advice to bank customers :

• Stationed in bank branch to provide financial solutions to customers
• Establish customers' financial goals
• Determine their current financial situations to identify any shortfalls
• Develop wealth management strategies to plan for their future
• Customize solutions for individual needs and regularly review financial plans
• Be a financial solutions provider who provides affordable solutions and options to help customers achieve their financial goals
• Act as financial coach to provide guidance on saving

Maintain strong rapport with bank partner :

Grow & strengthen relationship with customers :

Who we are looking for :

Competencies & Personal Traits

Working Experience

Education

Language