Financial Consultant
on 2021-06-24 338 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

a group of agency units of Prudential Assurance Company Singapore (Pte) Ltd
Reg no: 199002477Z
Approval code - 140/27May22.

We serve Singaporean’s financial needs by providing solutions to their wealth accumulation, protecting needs, and healthcare needs for their families and loved ones.

Why we do

We believe our wealth of knowledge acts as a compass for our clients’ financial decision. Our goal is to continually serve generations of Singaporeans to prepare them financially for every stage in life without worrying.

How we do

We take time to understand our clients’ needs. JMS Organisation assesses the overall financial portfolio and provides strategic financial insurance solutions that suit your needs. We believe our work will 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

If you have the drive and passion to engage people in a meaningful way, click on 'I'm interested' and we'd love to meet you!

Other users cannot see whether or not you're interested.
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