Prudential Assurance – Wealth Planner

1-1 training. Wealth Planner (SG/overseas clients)

Responsibilities:

1. Client Consultation: Conduct in-depth consultations with clients to understand their financial objectives, risk tolerance, and current financial situation.
2. Financial Analysis: Analyze clients' financial status by evaluating their income, expenses, investments, insurance coverage, and tax strategies.
3. Goal Setting: Collaborate with clients to define short-term and long-term financial goals, such as retirement planning, education funding, estate planning, and wealth accumulation.
4. Customized Planning: Develop personalized financial plans that encompass investment strategies, risk management, retirement planning, tax optimization, and estate planning.
5. Investment Strategies: Recommend appropriate investment portfolios based on clients' risk profiles, financial goals, and market trends, while keeping their preferences and time horizon in mind.
6. Regular Monitoring: Continuously review and monitor clients' financial plans and investment portfolios to ensure alignment with their objectives and adjust strategies as needed.
7. Financial Education: Educate clients about financial concepts, investment options, and potential risks, empowering them to make informed decisions.
8. Compliance and Regulations: Stay updated on financial regulations, industry trends, and best practices to ensure adherence to legal and ethical standards.
9. Client Relationships: Foster strong, long-term relationships with clients by providing exceptional service, addressing inquiries, and adapting strategies to changing circumstances.
10. Networking: Collaborate with other professionals, such as attorneys and accountants, to provide comprehensive financial solutions and enhance client outcomes.