Meet prospects to identify their needs and requirements. Provide them with advice on financial solutions to meet their financial / cash flow needs. Communicate with prospect to evaluate joint initiatives and proposals to see how they align with established roadmaps and businesspriorities.
Process/Screen data/information on financing proposal with our credit friendly SMEs Credit Scoring, analysing market trend, examining risks and financial accuracy in recommending tocredit risk for approval process.
Updating the Data Management System as part of managing the relationship with prospects and clients as part of growing the SMEs / Corporate portfolio.
This is a full-time on-site role for a Financial Advisor located in Singapore. The Financial Advisor will be responsible for providing financial planning, advice, and services to clients. The role also includes assessing client's financial situations, and developing and implementing financial plans to help clients achieve their long-term financial goals.
This is a full-time on-site role for a Financial Advisor located in Singapore. The Financial Advisor will be responsible for providing financial planning, advice, and services to clients. The role also includes assessing client's financial situations, and developing and implementing financial plans to help clients achieve their long-term financial goals.
Qualifications
Financial Planning and Financial Advisory skills
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Connect with experienced financial consultants who have successfully navigated similar hesitations and can offer invaluable insights and advice.
Gain a deeper understanding of the role of a financial consultant and how it aligns with your skills, passions, and career aspirations.
Participate in interactive workshops and discussions aimed at addressing common hesitations and providing practical strategies for overcoming them.
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At Prudential Assurance Company Singapore, we prioritize the well-being of our close to 1 million customers. Our goal is to help them live well for longer by addressing their health and wealth needs. With a team of 1,200 employees, we strive to deliver exceptional customer experiences.
Role Description
This is a full-time hybrid role as a Financial Advisor at Prudential Assurance Company Singapore. The Financial Advisor will be responsible for providing financial planning and advisory services to clients. This includes conducting comprehensive financial assessments, assisting with retirement planning, and providing recommendations for investments. The role is primarily located in Singapore, with flexibility for some remote work.
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