Financial Services Consultant

Company Description

Prudential Assurance Company Singapore, an indirect wholly-owned subsidiary of Prudential plc, is a leading provider of life and health insurance in Singapore. With over 94 years of service, we offer comprehensive protection, savings, and investment-linked plans, managing S$57.7 billion in funds as of December 2024. Supported by a network of over 5,400 financial representatives, our offerings include customised solutions for corporates, SMEs, and high-net-worth clients through Opus by Prudential. Serving more than one million customers, we are committed to supporting the health and wealth needs of individuals and enterprises while delivering exceptional customer experiences.

Role Description

This is a full-time hybrid role based in Singapore for a Financial Services Consultant. The consultant will provide financial advisory services, assess client needs, and propose customised solutions to help clients achieve their financial goals. Responsibilities include financial planning, reviewing clients portfolios, fostering long-term client relationships, and staying updated on industry trends and financial markets. Some remote work is acceptable for this role.

Qualifications

• Strong analytical skills and a deep understanding of finance and financial data interpretation
• Experience in financial services and consulting roles, with a proven ability to deliver tailored client solutions
• Excellent communication and interpersonal skills to build relationships and provide clear, professional advice
• Proficiency in understanding and implementing financial regulations, industry standards, and best practices
• General knowledge or experience in sales, customer service, or account management is an advantage
• Results-driven, adaptable, and able to work collaboratively in a hybrid work environment
• Certification in Financial Planning, a diploma/degree in finance or related discipline, or an equivalent qualification