Prudential Assurance Company Singapore (Pte) Limited – Marketing Executive and Wealth Management Associate

Company
Prudential Assurance Company Singapore (Pte) Limited
gmail.com
Designation
Marketing Executive and Wealth Management Associate
Date Listed
20 Apr 2016
Job Type
Entry Level / Junior Executive
Full/PermPart/TempIntern/TS
Job Period
Flexible Start - Flexible End
Profession
Accounting / Auditing / Taxation 
Industry
Finance
Location Name
Newton
Allowance / Remuneration
$1,900 - 3,400 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

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.
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