We are looking for an experienced Finance Consultant to join our dynamic team. As a Finance Consultant, you will play a crucial role in providing tailored financial solutions to our clients. This is a full-time position with opportunities for career advancement and competitive remuneration.
Establish and maintain professional relationships by understanding clients’ financial objectives, needs, and risk profiles
Conduct thorough financial assessments and provide suitable recommendations aligned with clients’ circumstances
Present financial products and services in a clear, accurate, and balanced manner to support informed decision-making
Support clients throughout the application and documentation process in accordance with regulatory requirements
Maintain and manage a pipeline of prospective clients, ensuring appropriate and timely follow-up
Collaborate with team members to meet individual and collective performance goals in a compliant manner
Stay informed of industry developments, product updates, and applicable regulatory guidelines
What We’re Looking For
Individuals who are new to the workforce or exploring a career switch are welcome to apply
Strong interpersonal and communication skills, with the ability to build trust and rapport with clients
Good analytical and problem-solving abilities to understand and address clients’ financial needs
Ability to work both independently and collaboratively within a team environment
Keen interest in financial products and services, with a willingness to learn
Passion for delivering quality client service with professionalism and integrity
Open-minded, positive attitude, and a willingness to grow and develop in the role
Singapore Citizens or Singapore Permanent Residents (SPR) preferred
Related Job Searches:
- Company:
Prudential Singapore - Designation:
Financial Consultant - Profession:
Insurance - Industry:
Insurance