Prudential Singapore, an indirect wholly-owned subsidiary of UK-based Prudential plc, is one of the top life insurance companies in Singapore. We have been serving the financial and protection needs of Singaporeans for 85 years. Our focus is to bring well-rounded financial solutions to customers through our multi-channel distribution network, with product offerings in Protection, Savings and Investment. We are one of the market leaders in Protection, Savings and Investment-linked plans with S$28.7 billion funds under management as at 30 June 2015. In 2014, we were awarded an AA Financial Strength Rating by leading credit rating agency Standard & Poor’s. For the last 11 consecutive years, we have been awarded the Gold Award in Reader’s Digest Trusted Brands. In 2013 and 2014, we were presented with Asia’s Employer of the Year Brand Award by the Branding Institute and the World HRD Congress. Prudential Singapore was also awarded the NTUC Plaque of Commendation (Gold) Award in 2014, and the Singapore Human Resource Institute presented the company with the Leading HR Practices in Quality Work-Life, Physical & Mental Well-Being Award in 2014 and the Leading HR Practices in Lifelong Learning Award in 2015.
Job Description Reporting Supervisor:
Financial Agency Leader Key Responsibilities: Financial Planner
• Establish clients' financial goals
• Determine current financial situation
• Identify shortfalls
• Customise solutions to suit needs
• Take action to implement
• Review regularly clients' financial plans Trusted Advisor
• Help clients prioritize needs and manage cashflow
• Develop wealth management strategies
• Plan for their children's education and their retirement needs Financial Coach
• Help clients avoid procrastination
• Provide advice on financial and investment plans
• Guide them in saving more of their income
Financial Solutions Provider
• Help clients achieve their financial goals
• Provide information for them to make better decisions
• Offer affordable solutions and options to choose from Qualification
• Candidates must possess at least a GCE ‘A’ Level Certificate / International Baccalaureate Diploma / Polytechnic Diploma or equivalent. Degree holders are preferred.
• Good knowledge of banking, wealth management & insurance products is an added advantage
• Customer-focused mindset
• Personable, sincere, strong integrity & determined
• At least 21 years old (MAS requirement) • Males must have completed National Service
Related Job Searches:
- Company:
Infinity Assurance Management - Designation:
Financial Planning Internship - Profession:
Insurance - Industry:
Finance - Location:
Queenstown