Wealth Manager

Company Description

Prudential Assurance Company Singapore, a subsidiary of Prudential plc, is among Singapore's leading life and health insurance providers. With S$57.7 billion funds under management as of December 2024, the company offers market-leading protection, savings, and investment-linked plans. Serving Singapore for over 94 years, Prudential reaches more than one million customers through its network of over 5,400 financial representatives and partners. Dedicated to supporting clients health and wealth needs, Prudential also caters to high-net-worth individuals through its service-led offering, Opus by Prudential. With a team of over 1,200 employees, the company is committed to providing exceptional customer experiences and safeguarding the future.

Role Description

This is a part-time on-site role located in Queenstown for a Wealth Manager. The Wealth Manager will be responsible for providing tailored financial planning and investment advisory services to clients. Key responsibilities include assessing client needs, developing financial strategies, managing investment portfolios, and offering insights on insurance options. Regular client engagement, building long-term relationships, tracking financial goals, and ensuring compliance with regulations are essential aspects of this role.

Qualifications

• No Experience required in Financial Planning and Insurance advisory services
• Knowledge of Investment Management, Investments, and Finance will be taught
• Willingness to learn analytical, interpersonal, and communication skills
• Proficiency in maintaining client relationships and offering customized financial solutions will be trained
• Local diploma holders and/or private degree and above only
• NS men who have ORDed
• Min age requirement 20 and above
• CMFAS papers a bonus but not necessary. Exam costs will be covered. (T&C applies)