Opportunity Description
1. Client Advisory & Relationship Management
- Identify and prospect potential clients
- Conduct holistic financial needs analysis
- Develop personalized financial plans
- Build long-term client relationships
- Provide regular portfolio reviews and updates
- Recommend suitable solutions including:
- Life insurance
- Health insurance
- Investment-linked policies
- Retirement planning solutions
- Savings and wealth accumulation plans
- Explain product features, risks, and benefits clearly
- Ensure adherence to regulatory and compliance standards (e.g., MAS guidelines in Singapore)
- Complete documentation accurately and ethically
- Maintain proper client records
- Stay updated with ...
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