Talent.com
Senior Financial Consultant - MANULIFE FINANCIAL ADVISERS PTE. LTD.

Senior Financial Consultant - MANULIFE FINANCIAL ADVISERS PTE. LTD.

MANULIFE FINANCIAL ADVISERS PTE. LTD.D02 Anson, Tanjong Pagar, SG
7 days ago
Job description

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 :

  • Meeting MAS-FAA regulations, you should be at least of 21 years of age to quality as a financial planner
  • Holds a Diploma / Degree qualification
  • Prior working experience in sales is seen as an advantage
  • Goal oriented, self-driven and pro-active in character
  • Strong communication and interpersonal skills
  • Tell employers what skills you have

    Wealth Management

    Market Risk

    Business Continuity

    Valuation

    Healthcare

    Unit Testing

    Investments

    Financial Markets

    Trading Systems

    Trading System

    Planner

    Estate Planning

    Income Protection

    Business Analyst

    Retirement

    Credit Risk

    Create a job alert for this search

    Financial Consultant • D02 Anson, Tanjong Pagar, SG