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Financial Consultant

Financial Consultant

MANULIFE (SINGAPORE) PTE. LTD.D01 Cecil, Marina, People’s Park, Raffles Place, SG
6 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

    Lifestyle

    Business Continuity

    Financial Planning

    Interpersonal Skills

    Healthcare

    Investments

    Wealth Accumulation

    Wealth

    Risk Management

    Planner

    Estate Planning

    Income Protection

    Financial Advisory

    Retirement

    Financial Services

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

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