Job description for Financial Services Consultant at Manulife (S) PTe Ltd
Join us and help shape the financial future of our clients!
About Us
Manulife is a leading financial services firm dedicated to helping high-net-worth (HNW), affluent, and emerging affluent clients achieve their financial goals. We provide tailored wealth management solutions, expert financial planning, and investment strategies to help our clients grow and preserve their wealth.
The Role
We are seeking experienced and dynamic Financial Services Consultants to join our team. As a trusted advisor, you will work closely with clients to understand their financial objectives and provide strategic investment and wealth planning solutions.
Key Responsibilities
• Build and manage a portfolio of affluent and high-net-worth clients.
• Provide tailored financial advice, including investment management, retirement planning, estate planning, and tax-efficient strategies.
• Develop and implement personalized wealth management strategies.
• Stay up-to-date with financial markets, investment trends, and regulatory changes.
• Collaborate with internal specialists to offer holistic financial solutions.
• Drive business growth by identifying and developing new client relationships.
Qualifications & Experience
• Diploma or Degree in any discipline (this is a mandatory requirement by the regulators)
• Proven experience in wealth management or financial advisory.
• Strong knowledge of investment products, financial planning, and market trends.
• Excellent communication, relationship-building, and analytical skills.
• Self-motivated with a passion for helping clients achieve financial success.
• Fresh graduates with good attitudes & pleasant disposition will also be considered.
What We Offer
• Competitive compensation package with performance-based incentives.
• Access to a broad range of financial products and investment opportunities.
• Comprehensive training and ongoing professional development.
• Supportive and collaborative team environment.
• Opportunities for career advancement within a growing organization.
How to Apply
If you are passionate about wealth management and committed to delivering exceptional financial solutions, we’d love to hear from you. Please submit your resume and cover letter.
