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Financial Services Consultant

  • Full Time, onsite
  • Prudential Assurance Company Singapore
  • Singapore, Singapore
Salary undisclosed

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About the job

Job Profile Summary:

You will be responsible for providing financial advisory and consulting services to individual and corporate clients, analysing financial data, and communicating complex financial information effectively and exceeding their service expectations. Financial Services Consultants are also to maintain a strong rapport, grow and strengthen relationship with customers.

Job Description:

Provide sound & reliable financial advice to customers:

  • Provide financial solutions to customers
  • Establish customers' financial goals
  • Determine their current financial situations to identify any shortfalls
  • Develop wealth management strategies to plan for their future
  • Customize solutions for individual needs and regularly review financial plans
  • Be a financial solutions provider who provides affordable solutions and options to help customers achieve their financial goals
  • Act as financial coach to provide guidance on saving

Maintain strong rapport:

  • Work closely with customers to provide quality product solutions to address customers’ health protection and long-term savings and investment needs
  • Develop & grow the customers portfolios to achieve their needs and goals.

Grow & strengthen relationship with customers:

  • Foster and enhance relationships with customers, with special focus on Prudential range of insurance products to complement the customers' existing financial and investment portfolio
  • Provide quality, efficient after sales services

Who we are looking for:

Competencies & Personal Traits

  • Exhibit ability to deliver effective communication and excellent interpersonal skills
  • Possess strong leadership qualities and a mind towards excellence
  • Analytical and strong problem solving abilities
  • Dynamic individual who strives in fast moving environment

Working Experience

  • Minimum 1 year of relevant working experience

Education

  • Degree in Business relevant fields of studies (Diploma will be assessed case by case basis)

Language

  • English