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Financial Services Consultant

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  • Date Listed 09/07/2018
  • Job Type Full-Time
  • EA License Number NA
  • Company Website https://www.intropls.com
  • Company Name Manulife Singapore
  • Education Level A-Level
Type

Full Time

Experience

N/A Exp

Salary Range

Above $2,000

CategoryAccounting
Location

Singapore

Responsibilities:

To acquire and develop client accounts

To perform financial needs analysis and customize financial portfolios for individual and corporate clients

To maintain client accounts and advise on areas of:

Education Planning

Wealth Accumulation

Investment Planning

Retirement Planning

Estate Planning

Mortgage Protection

Income Protection

Business Insurance

Skills:

Minimum 21 years of age

Candidates who possess at least GCE A Levels or International Baccalaureate Diploma qualification or a diploma awarded by a polytechnic in Singapore or equivalent

Candidates with sales/advisory experience; or those who possess CMFAS qualifications will have an added advantage.

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