Financial Advisor

Company Description

Prudential Assurance Company Singapore, an indirect wholly-owned subsidiary of Prudential plc, is a trusted name in life and health insurance in Singapore. With over 95 years of experience, the company offers protection, savings, and investment-linked plans, managing over S$66.3 billion in assets as of 31 December 2025. Supported by a robust network of 5,400 financial representatives and partnerships with banks, Prudential serves over one million customers, including specialised solutions for corporate clients and high-net-worth individuals through Opus by Prudential. Backed by an AA financial strength rating from Standard & Poor's, the company is committed to helping customers achieve health and financial well-being.

Role Description

This is a full-time hybrid role, based in Singapore, combining in-office collaboration with remote working options. The Financial Advisor will be responsible for creating tailored financial plans for clients, offering professional advice on investments, retirement planning, and wealth management solutions. Additionally, the role involves helping clients achieve their financial and personal goals, managing investment portfolios, and staying updated on financial markets and economic changes to offer relevant advice and recommendations.

Qualifications

• Strong knowledge of Financial Planning and Retirement Planning
• Expertise in Finance and Investments
• Proficiency in Financial Advisory services and portfolio management
• Excellent interpersonal and communication skills to build and maintain client relationships
• Proactive approach with an ability to assess client needs and create suitable solutions
• Bachelor's degree in Finance, Economics, Business Administration, or a related field
• Relevant certifications such as Certified Financial Planner (CFP) or Chartered Financial Analyst (CFA) preferred
• Familiarity with financial regulations and compliance in Singapore