Financial Services Consultant (Ref:3PGrM)

An exciting opportunity to join our client's team at a leading life insurance company in Singapore. We are looking for a Financial Services Consultant to join this organization.

Responsibilities

• Build and maintain strong, long-term relationships with clients
• Understand clients’ financial goals, needs, and risk profiles through comprehensive financial reviews
• Provide tailored recommendations on insurance, investment, savings, and retirement planning solutions
• Conduct regular portfolio reviews and update financial plans to meet clients' evolving needs
• Stay up to date with market developments, product offerings, and regulatory requirements
• Participate in training programmes and maintain the necessary professional certifications
• Achieve individual performance targets while delivering excellent client service and satisfaction