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FINANCIAL CONSULTANT

JOB SCOPE 

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  • Build rapport with clients

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  • Prospecting and developing new business opportunities

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  • Develop creative proposals and deliver strategic sales presentation

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  • Provide direction to pre-sales resources

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  • Provide dedicated client services

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  • Provide financial planning support to clients based on their financial needs

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  • Assist and help clients to accomplish financial objectives 

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  • Create positive customer experience 

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REQUIREMENTS 

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  • Candidates must possess at least: 

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  • A full certificate in GCE A Level

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  • International Baccalaureate Diploma qualification

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  • Diploma awarded by a Polytechnic in Singapore OR any other academic qualification which is equivalent to the above qualifications

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  • Candidates must be at least 21 years old (Regulatory Requirement)

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  • Singaporeans/PR 

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BENEFITS​

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  • Flexible working hours with great working environment â€‹â€‹

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  • Extensive training and professional development 

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  • Dedicated mentorship and guidance through your development journey

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Job opening: Full Time & Internship

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Prudential @ Scotts

51 Scotts Rd, #04-09,

Singapore 228241

Tel: 6572 6632

For general enquires, email: 

recruitment@wealthvisor.biz

© 2021 WealthVisor, a group of agency units of Prudential Assurance Company Singapore (Pte) Ltd Reg. No. 199002477Z. 

 

Please note that the ownership of the website belongs to WealthVisor, a group of Agency Units of Prudential Assurance Company Singapore (PACS). WealthVisor is wholly responsible for the content contained in this website. It only contains WealthVisor's personal views, thoughts, and opinions. 

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The website account is for informational purposes only and is not endorsed by PACS nor does it constitute any official communication of PACS. PACS is an indirect subsidiary of Prudential plc, a company incorporated in the United Kingdom. Neither PACS nor Prudential plc is affiliated in any manner with Prudential Financial Inc, a company whose principal place of business is the United States of America.

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You can find out more at: https://www.prudential.com.sg/fc-info

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Customer Care hours:
Mon - Fri | 10am - 6pm GMT+8
Excl. Public Holidays

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