[ref. z05522022] Senior Financial Consultant - Toa Payoh
MANULIFE FINANCIAL ADVISERS PTE. LTD. Toa Payoh Full-time
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...
ACE ASCENTIA PTE. LTD.Toa Payoh
communication.
• Collaborate with senior consultants to analyze clients' financial situations and develop personalized strategies to achieve their client’s goals.
• Assist in conducting portfolio reviews, investment analyses, and risk assessments for clients...
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The ideal candidate will have a strong understanding of offshore company management, regulatory compliance, and international financial reporting requirements.
Key Responsibilities
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