Investment Consultant

2 months ago


Singapore IFAST FINANCIAL PTE. LTD. Full time
Roles & Responsibilities

Responsibilities

  • Help sales team to formulate and execute marketing strategies based on the latest stock market trends to improve conversion rates among target users;
  • Establish or refine internal processes related to the company's systems or services, or any value-added services;
  • Support financial advisors both within China and abroad in achieving sales targets;
  • Craft marketing copy, promotional videos, audio scripts, and landing page content in line with company’s marketing plans;
  • Keep abreast of market information and maintain a deep understanding of financial markets to keep up with marketing trends;
  • Regularly organise promotional and market events to generate leads and opportunities for iFAST globally.

Requirements

  • Bachelor Degree or above from internationally recognised universities, with a preference for graduates in finance-related majors;
  • Proficiency in Mandarin to serve Chinese clients;
  • Relevant work experience in wealth management, with a passion for the wealth management industry;
  • Sharp-minded, excellent communication skills, strong ability to solve problems and manage complex interaction effectively, and strong sales skills;
  • Show integrity and a strong sense of responsibility, able to learn fast and present high level of customer centricity mindset.

Tell employers what skills you have

Wealth Management
Excellent Communication Skills
Asset Management
Ability To Work Independently
Financial Planning
Investments
Wealth Accumulation
Wealth
Securities
Adaptability
Attention to Detail
Life Insurance
Banking
Capital
Retirement
Financial Services
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