Senior Financial Consultant

apartmentMANULIFE FINANCIAL ADVISERS PTE. LTD. placeBukit Merah schedulePart-time calendar_month 

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
apartmentOCBC BankplaceBukit Merah
Personal Financial Consultant - Global Consumer Financial Services OCBC opens doors to new opportunities. Start your career with OCBC as a Personal Financial Consultant! At OCBC we are constantly on the lookout for exceptional individuals...
apartmentMANULIFE FINANCIAL ADVISERS PTE. LTD.placeToa Payoh, 7 km from Bukit Merah
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...
local_fire_departmentUrgent

Financial Consultant / Financial Advisor

apartmentVision Financial Pte LtdplaceTampines, 17 km from Bukit Merah
Financial Consultant / Financial Advisor Career Switch | Training Provided | High Growth This role is not for everyone. It’s not for someone who just wants a job. It’s not for someone who’s okay with a ceiling. It’s not for someone who...