Company Overview
Welcome to First Affiliation Management Group, as representatives of Prudential Assurance (Co.) Singapore, we're dedicated to making a difference in the lives of our clients.
Join our dynamic team as a Wealth Planning Consultant and embark on a career that fuels growth and impact!
We're seeking individuals who embody self-motivation, driven and a hunger for personal and professional development. Whether you thrive in staying ahead of industry trends, expanding your skill sets, or cultivating customer relationships through various channels, we want to hear from you. If you're passionate about financial markets and providing tailored wealth planning solutions, let's team up and make a meaningful difference together!
Job Responsibilities
- Manage phone calls, emails, and correspondence with clients
- Coordinate client meetings and appointments, including scheduling and preparing meeting materials
- Assist in the preparation and formatting of financial reports, presentations, and client communications
- Maintain accurate client records and files, ensuring compliance with regulatory requirements
- Uphold confidentiality and discretion when handling sensitive client information
- Collaborate with team members to ensure smooth daily operations and exceptional client service
Job Benefits
- Attractive remuneration and a comprehensive benefits package such as quarterly and year-end bonuses
- Recognition awards that provide qualifying representative with the opportunity to travel
- We will provide you with paid training, mentorship, and on-the-job training to help you develop the skillsets you need for a career in wealth management.
Job Requirements
- 21 years old and above
- GCE “A” Levels/Diploma/Degree Holder and above
- Singaporeans Only
Job Type: Full-time
Location
- 450 Alexandra Road (Nearest LRT Labrador Park)
Apply now or email [email protected] / Whatsapp @ 96731802 !
