Affluent Partnership – Financial Consultant

Financial Consultant

Entry Level / Junior Executive

Accounting / Auditing / Taxation 

Singapore

Affluent Partnership is looking for bright individuals who would like to join Prudential as a Financial Consultant. If you are highly motivated, hardworking, trustworthy and really approachable, you are the one they are looking for!
Here at Prudential, their Financial Consultants take a holistic approach in helping clients to manage their financial needs and goals. You will play all-in-one role of Financial Planner, Trusted Advisor, Financial Coach and Financial Solutions Provider.
Your Task
Financial Planner
Establish clients' financial goals
Determine current financial situation
Identify shortfalls
Customise solutions to suit needs
Take action to implement solutions
Review regularly clients' financial plans
Trusted Advisor
Help clients prioritise needs and manage cash flow
Plan for their children's education and their retirement needs
Financial Coach
Help clients avoid procrastination
Provide advice on insurance plans
Guide them in saving prudently
Financial Solutions Provider
Help clients achieve their financial goals
Provide information for them to make informed decisions
Offer affordable financial solutions and options to choose from
Requirements
Full certificate in GCE 'A' Level, International Baccalaureate Diploma qualification, diploma awarded by a polytechnic in Singapore or equivalent. Degree holders are preferred.
Good knowledge of banking, wealth management & insurance products is an added advantage
Excellent customer focused mindset
Personable, sincere, strong integrity & determination
At least 21 years old (This is a regulatory requirement)
Singaporeans
Required to attain CMFAS certifications M5, M9, M9A and HI. Prudential will provide the necessary training and guidance for you.