- Date Listed
- 10 Mar 2016
- Experience Level
- Entry Level / Junior Executive
- Job Period
- Flexible Start - Flexible End
- Profession
- Accounting / Auditing / Taxation
- Industry
- Finance
- Location Name
- Singapore
- 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
- Job DescriptionQualifications
Our Financial Consultants take a holistic approach in helping clients manage their financial needs and goals.
- Financial Planner
o Establish clients’ financial goals
o Determine current financial situation
o Identify shortfalls
o Customise solutions to suit needs
o Take action to implement
o Review regularly clients’ financial plans
- Trusted Advisor
o Help clients prioritise needs and manage cashflow o Develop wealth management strategies
o Plan for their children’s education and their
retirement needs - Financial Coach
o Help clients avoid procrastination
o Provide advice on financial and investment plans o Guide them in saving more of their income
- Financial Solutions Provider
o Help clients achieve their financial goals
o Provide information for them to make better
decisions
o Offer affordable solutions and options to choose from- 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 (MAS requirement) and males to have completed National Service.
- Are required to attain CMFAS certifications M5/M9/M9A and HI, training and guidance will be provided.
Related Job Searches:
- Company:
Tan Wee Cher & Associates - Designation:
Financial Consultant - Profession:
Accounting / Auditing / Taxation - Industry:
Finance