Company
Prudential Assurance Company
gmail.com
Designation
Financial Consultant and Wealth Management Associate
Date Listed
21 Apr 2016
Job Type
Entry Level / Junior Executive
Full/PermIntern/TS
Job Period
Flexible Start - Flexible End
Profession
Accounting / Auditing / Taxation
Industry
Finance
Location Name
Newton
Allowance / Remuneration
$1,500 - 2,700 monthly
Company Profile
Prudential Singapore, an indirect wholly-owned subsidiary of UK-based Prudential plc, is one of the top life insurance companies in Singapore. We have been serving the financial and protection needs of Singaporeans for 85 years. Our focus is to bring well-rounded financial solutions to customers through our multi-channel distribution network, with product offerings in Protection, Savings and Investment. We are one of the market leaders in Protection, Savings and Investment-linked plans with S$28.7 billion funds under management as at 30 June 2015. In 2014, we were awarded an AA Financial Strength Rating by leading credit rating agency Standard & Poor’s.
Job Description
Roles and Responsibilities:
Ability to maintain good relationship with existing clientele
Establish long term relationships with clients
Provide professional financial advice to clients and assess suitability of financial products to meet their protection and wealth accumulation goals.
Manage client's wealth portfolio efficiently and constant evaluating & recommendations of improvement on client's need
Develop and implement financial plans and solutions for clients.
Review regularly clients' financial plans
Provide financial and insurance advice to achieve clients' financial goals
Ability to maintain good relationship with existing clientele
Establish long term relationships with clients
Provide professional financial advice to clients and assess suitability of financial products to meet their protection and wealth accumulation goals.
Manage client's wealth portfolio efficiently and constant evaluating & recommendations of improvement on client's need
Develop and implement financial plans and solutions for clients.
Review regularly clients' financial plans
Provide financial and insurance advice to achieve clients' financial goals
Requirements:
Hardworking, trustworthy and approachable
High level of professionalism and integrity
Age 21 and above
Minimum Diploma or Degree in any field or A levels
Only Singapore Citizens or Singapore Permenant Residents
Full time and Part time positions available
Salary commensurate with experience.
Hardworking, trustworthy and approachable
High level of professionalism and integrity
Age 21 and above
Minimum Diploma or Degree in any field or A levels
Only Singapore Citizens or Singapore Permenant Residents
Full time and Part time positions available
Salary commensurate with experience.
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Prudential Assurance Company - Designation:
Financial Consultant and Wealth Management Associate - Profession:
Accounting / Auditing / Taxation - Industry:
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