James Manickam Supermani
JMS Associates is representing Prudential Assurance Company Singapore (Ltd) Pte.
Agency No - VN4-18194. Being the market leaders in protection, savings and investment-linked plans, we serve the financial needs of Singaporeans by building their wealth, while protecting their families and loved ones.
We believe our knowledge could guide clients towards a more secure and profitable financial decision. Our goal is to continually serve generations of Singaporeans to come to prepare them financially for every stage in life without having to worry.
Upon understanding our clients' needs, JMS Associates assesses the overall financial portfolio and provides strategic financial advice across various product and services. We place our customers at the heart of everything we do, to make a difference in their lives, ensuring they are protected financially, while empowering them to live healthy, meaningful and joyful lives.
• You will be working and serving a targeted pool of clientele
• Research and present financial strategies
• Analyse, examine and suggest financial opportunities
• Customise financial plans according to the needs of individual clients
• Build client base through engagement activities
• Carry out daily administrative tasks and handle clients queries
• Conduct a regular review for clients financial plan
• Experience with financial planning software
• Ability to maintain confidentiality
• Proficiency in MS Office
• Outstanding communication skills
Click on 'I'm interested' to speak with us!