Senior Investment Advisor | Introducer
CurrentManulife Financial Advisers is a Singapore-based financial advisory firm known for its quality advice and professional services. At Manulife Financial Advisers, we are committed to putting our customers’ needs first.Our customers will enjoy access to a wide range of solutions from Manulife as well as other trusted partners to meet their insurance, investment and retirement needs. Being backed by Manulife Singapore, a leading Canadian-based financial services group with principal operations in Asia, Canada and the United States.Manulife Financial Advisers is licensed and regulated by the Monetary Authority of Singapore (MAS).- Go-getter attitude with an ability to easily grasp new ideas, concepts, methods and investment techniques.- Reviewed clients’ portfolios and actively introducing them to wide range of investment vehicles, including equities, bonds, money markets and mixed assets, which match their individual financial needs.- Planned and marketing monthly financial webinars to current and potential clients.- Provided high quality investment guidance to clients based on their needs, goals and lifestyle.- Created unique recommendations for investment products based on individual client needs.- Assist 150+ clients with retirement savings and investment needs by evaluating current standing and advising on appropriate solutions.- Worked closely with other Investment Advisors to resolve issues with insurance policy approvals.