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Financial Consultant
at Prudential in Singapore - Central

Financial Consultant at Prudential in Central

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Job highlights

Posted on October 21, 2016

Job details

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



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