Job Scope:

Here at Prudential, our Financial Consultants take a holistic approach in helping clients to manage their financial needs and goals.

• Financial Consultant

   - 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 children's education and their retirement needs

• Financial Coach

   - Help clients avoid procrastination

   - Provide advice on insurance plans

   - Guide them in saving prudently

• 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