Prudential Assurance Company Singapore, an indirect wholly-owned subsidiary of Prudential plc, is one of Singapore’s leading life and health insurance companies. We are one of the market leaders in protection, savings and investment-linked plans, with S$57.7 billion funds under management as at 31 December 2024. In testament to our financial strength, we have an ‘AA’ financial strength rating from leading credit rating agency Standard & Poor’s.
We have been serving the financial needs of Singapore for 94 years, delivering a suite of product offerings and professional advisory services through our network of more than 5,400 financial representatives with our tied agency and financial advisory arm, Prudential Financial Advisers Singapore, as well as our bank partners.
Our corporate and small and medium enterprise clients benefit from our specialised enterprise business solutions. We also offer a dedicated advice and service-led offering, Opus by Prudential, to our high net worth customers.
We serve more than one million customers and are committed to helping them live well for longer by taking care of their health and wealth needs. Over 1,200 employees make it their goal to create the best customer experiences and to fulfil our corporate purpose to be partners for every life and protectors for every future.
Key Responsibilities
- Financial Planning: Analyse client financial situations to provide personalised retirement, investment, and legacy planning solutions.
- Wealth Protection: Advise on insurance products for wealth protection and risk management.
- Portfolio Management: Monitor and recommend investments tailored to clients' risk profiles and financial goals.
- Client Acquisition: Build and maintain client relationships through sales networking, offering holistic financial strategies.
- Compliance: Adhere to all internal policies and regulatory guidelines (e.g., MAS) in all sales activities.
Qualifications and Requirements
- Experience: No experience is required.
- Education: Minimum of a local diploma or private degree.
- Certifications: CMFAS papers are a bonus, and exam costs are often covered.
- Skills: Strong interpersonal, communication, analytical, and sales skills.
Kindly note that only shortlisted candidates will be notified.
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Prudential - Designation:
Wealth Manager - Profession:
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Newton