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Full-time
Financial Consultant
on 2021-01-18 50 views

Looking for a driven Financial Consultant who enjoys client engagement activities!

JMS Associates

JMS Associates members View more

  • James Manickam Supermani

What we do

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.

Why we do

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.

How we do

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.

As a new team member

Job responsibilities:
• 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

Job requirements:
• Experience with financial planning software
• Ability to maintain confidentiality
• Proficiency in MS Office
• Results-oriented
• Outstanding communication skills

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Company info
JMS Associates
  • Founded on 2021/01
  • 51 Scotts Road #01-01 Prudential@ Scotts Singapore 228241
  • Looking for a driven Financial Consultant who enjoys client engagement activities!
    JMS Associates