Financial Adviser (Insurance)

To apply or find out more, please contact Leong Jia Wei (Reg No: R25157456) jiawei@placement.com.sg OR Whatsapp +65 8086 3812 I also carry more Junior and Senior variants of this role; please browse our Company Page to find out more. https://www.mycareersfuture.gov.sg/companies/placement-professionals-53226217D '

Company Overview

My client is a proactive and reliable financial advisory firm focused on delivering innovative financial guidance. We equip our people with training and technology to develop distinctive solutions that surpass client expectations while promoting shared growth and trust.

Job Summary

Provide comprehensive financial planning services and advice to clients, including personal financial planning, wills and estate planning, HNWI planning, and general insurance.

Responsibilities

• Deliver customised financial planning services to clients seeking personal financial planning, wills and estate planning, HNWI planning, and general insurance solutions.
• Explain complex financial concepts in a clear and accessible manner to help clients make informed decisions and establish confidence.
• Apply effective sales techniques to understand client requirements and recommend suitable financial products and services.
• Draw on relevant experience to evaluate clients' financial circumstances and formulate personalised advice aligned with their objectives.

Preferred competencies and qualifications

• Degree or Diploma in a relevant field
• Demonstrated maturity and outgoing personality to engage clients effectively
• Proven communication and sales skills to drive client acquisition and retention
• Relevant experience in financial advisory or related services

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