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Financial Consultant

Job Responsibilities

  • Provide financial needs analysis and recommend solutions to meet clients’ needs
  • Develop and expand existing network through customer relationship management.
  • Developing financial plans to help clients achieve their long-term and short-term financial goals.
  • Advising clients on legacy planning, wealth preservation, wealth protection, investments depending on their financial goals.
  • Markets services by asking for referrals from current clients; develop and expand existing network through customer relationship management, asking for referrals from current clients, meeting prospects at community and business functions.

Job Requirements

  • Minimum 1-3 years of relevant working experience in client relationship management
  • Excellent interpersonal, communication and presentations skills.
  • Determined individual who has a passion of private client service.
  • Excellent problem-solving skills.
  • Fresh graduates are also welcome to apply.


 

Prudential Assurance Company Singapore (Pte) Ltd

A career with Prudential gives you the opportunity to inspire new ideas and make decisions that will shape a better future for everyone. Create something positive. Create something inspiring. Create something new.

We are looking for passionate, purposeful and self-driven individuals who can embrace our values. 

 

https://www.prudential.com.sg/