Financial Consultant - Singapore - PRUDENTIAL ASSURANCE COMPANY SINGAPORE (PTE) LIMITED

Wei Jie

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Wei Jie

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Description
Build and maintain clientele database

  • Establish Clients' financial objectives through Fact Find
  • Analyse Clients' data and determine suitable strategies to meet clients' financial objectives
  • Establish and maintain a longterm relationship with clients through periodic followup and reviews
  • Adherence to a tight compliance regime in order to provide sound financial advice to clients
  • 21 years old and above, as per MAS regulatory requirement
  • GCE 'A' level, International Baccalaureate Diploma qualification or Diploma awarded by a Polytechnic in Singapore or equivalent
  • Willing to network amongst business associates
  • Dynamic and wanting to build a long term career in the Financial Industry in Singapore

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