Financial Consultant - D01 Cecil, Marina, People’s Park, Raffles Place, SG

Roles & Responsibilities

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 :

Tell employers what skills you have

Wealth Management

Lifestyle

Business Continuity

Financial Planning

Interpersonal Skills

Healthcare

Investments

Wealth Accumulation

Wealth

Risk Management

Planner

Estate Planning

Income Protection

Financial Advisory

Retirement

Financial Services