Financial Consultant - Geylang
MANULIFE FINANCIAL ADVISERS PTE. LTD. Geylang Permanent
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
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Empower Lives Through Financial Clarity – Join Us as a Client Relationship Manager
Are you someone who values meaningful conversations, builds trust naturally, and enjoys guiding others towards financial peace of mind?
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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...
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Responsibilities:
• Understand client needs and provide tailored financial planning solutions (wealth accumulation, protection, retirement, investments)
• Build long-term, trust-based relationships with clients through integrity and consistent...