Dynamic Knights Consultancy – Financial Consultant

Job Description 

We are looking for individuals who are highly motivated, hardworking and outgoing to join us in Prudential as a Financial Consultant.

A rewarding career with attractive incentives, bonuses as well as satisfaction from helping others.

Roles and Responsibilities 

Priority is to help our clients manage their financial needs and goals as well as providing them a peace of mind.

The 4 main roles of a Financial Consultant are :

1. Financial Planner

2. Trusted Adviser

3. Financial Coach

4. Financial Solutions Provider

• Building and maintaining client base
• Providing advice to help clients prioritize their financial needs and goals
• Propose solutions to suit client's needs
• Follow up on client's financial status periodically
• Reviewing and enhancing client's financial plans periodically
• Provide information on financial and investment plans
• Offer affordable solutions and options to choose from
• Help clients achieve their financial goals

Job Requirements 

• At least 21 years old. (MAS Requirement)
• Full certificate in GCE "A" Level/ International Baccalaureate Diploma qualification/ Diploma awarded by Polytechnic in Singapore or equivalent/ Degree Holders.
• Open to students (21 years old and above) who are entering/studying at local universities as well.
• Highly motivated, goal-oriented and sincere individuals with outgoing personality.