Financial Consultant
at PRUDENTIAL FINANCIAL ADVISERS SINGAPORE PTE LTD
Singapore, Southeast, Singapore -
Start Date | Expiry Date | Salary | Posted On | Experience | Skills | Telecommute | Sponsor Visa |
---|---|---|---|---|---|---|---|
Immediate | 03 Aug, 2024 | USD 8999 Monthly | 05 May, 2024 | N/A | Good communication skills | No | No |
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Description:
Job Profile Summary:
You will provide sound insurance and reliable financial advice to clients by analyzing their financial needs and exceeding their service expectations.
Job Description:
- Build and maintain clientele database
- Establish Clients’ financial objectives through Fact Find
- Analyse Clients’ data and determine suitable strategies to meet clients’ financial objectives
- Establish and maintain a long-term relationship with clients through periodic follow-up and reviews
- Adherence to a tight compliance regime in order to provide sound financial advice to clients
Who we are looking for:
Competencies & Personal Traits
- Exhibit ability to deliver effective communication and excellent interpersonal skills
- Possess strong leadership qualities and a mind towards excellence
- Analytical and strong problem solving abilities
- Dynamic individual who strives in fast moving environment
- Willing to network amongst business associates
- Dynamic and want to build a long term career in the Financial Industry in Singapore
- 21 years old and above, as per regulatory requirement
Professional Qualifications
- Possess CMFAS M5, M9, and HI certifications
Education
GCE ‘A’ level, International Baccalaureate Diploma qualification or Diploma awarded by a Polytechnic in Singapore or equivalen
How To Apply:
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Responsibilities:
Please refer the Job description for details
REQUIREMENT SUMMARY
Min:N/AMax:5.0 year(s)
Financial Services
Accounts / Finance / Tax / CS / Audit
Finance
Graduate
Proficient
1
Singapore, Singapore