Financial Consultant - Toa Payoh
MANULIFE (SINGAPORE) PTE. LTD. Toa Payoh 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
AIATampines, 12 km from Toa Payoh
Are you a financial professional tired of sacrificing your valuable time and energy on prospecting, or perhaps someone with a passion for finance who's hesitated to enter the industry due to lead generation concerns? We're changing the game.
We're...
MANULIFE FINANCIAL ADVISERS PTE. LTD.Toa Payoh
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...
Professional Investment Advisory ServicesToa Payoh
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?
Whether you come from sales...