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[Expired] Financial Consultant

ELSON WONG & ASSOCIATES
Posted On :1 Sep 2017

 

Job Summary

  • Salary:   2000 - 5000
  • Location: Singapore - Central
  • Work Type: Permanent / Full Time
  • Min. Education Level: 'A' Levels/IB
  • Field of Study: Not Applicable
  • Skills: Communications skills, Interpersonal skills

Job Descriptions

Elson Wong & Associates
an agency unit of Prudential Assurance Company Singapore (Pte) Ltd
Reg No 199002477Z

We LISTEN to your career aspirations
And we UNDERSTAND what you want

Financial Consultant

The Role:

A Rewarding Career as a Prudential Financial Consultant Awaits You

We are looking for bright individuals who would like to join as a Prudential Financial Consultant. If you are highly motivated, hardworking, trustworthy and really approachable, you are the one we are looking for! Here at Elson Wong & Associates, our Financial Consultants take a holistic approach in helping clients to manage their financial needs and goals.

• Financial Planner

  • Establish clients' financial goals
  • Determine current financial situation
  • Identify shortfalls
  • Customise solutions to suit needs
  • Take action to implement solutions
  • Review regularly clients' financial plans

• Trusted Advisor

  • Help clients prioritise needs and manage cash flow
  • Plan for their Financial goals and needs

• Financial Coach

  • Help clients avoid procrastination
  • Provide advice on insurance plans
  • Guide them in prudent Financial Planning

• Financial Solutions Provider

  • Help clients achieve their financial goals
  • Provide information for them to make informed decisions
  • Offer affordable financial solutions and options to choose from, according to their needs

Job requirements

  • Full certificate in GCE 'A' Level, International Baccalaureate Diploma qualification, diploma awarded by a polytechnic in Singapore or equivalent. Degree holders are preferred.
  • Good knowledge of banking, wealth management & insurance products is an added advantage
  • Excellent customer focused mindset
  • Personable, sincere, strong integrity & determination
  • At least 21 years old. This is a regulatory requirement.
  • Required to attain CMFAS certifications M5, M9, M9A and HI. Prudential will provide the necessary training and guidance for you.

To apply, please send your resume to elsonwong@pruadviser.com.sg. Only shortlisted candidates will be notified.

Approval Code: COMP/AGY/462/04/17



About This Company

  • ELSON WONG & ASSOCIATES
    Banking / Finance / Insurance / Investment / Securities

About Prudential

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 over 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$31.5 billion funds under management as at 31 December 2016. In 2014, we were awarded an AA Financial Strength Rating by leading credit rating agency Standard & Poor’s.

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