Fostering Financial Growth Specialist

1 week ago

Singapore beBeeDevelopment Full time $90,000 - $110,000
Investment Development Specialist

We are seeking a skilled Investment Development Specialist to join our team. This role will involve working closely with clients to provide tailored financial solutions and investment advice.

Key Responsibilities:
  • Conduct thorough financial needs analysis to identify client objectives and develop strategic recommendations.
  • Offer a range of financial products and services, including fund management and insurance-linked investments.
  • Develop and execute effective client acquisition strategies to grow business presence.
  • Support clients with transactional activities and portfolio structuring.
Client Relationship Management:
  • Build and maintain long-term relationships with clients through regular communication and portfolio reviews.
  • Deliver exceptional after-sales support to ensure client satisfaction.
  • Maintain accurate records of client interactions in accordance with company policies.
Compliance & Professional Standards:
  • Stay up-to-date on market trends, product developments, and regulatory changes to ensure compliance.
  • Ensure all client interactions meet the highest professional standards.
Professional Growth & Training:
  • Attend regular training sessions to enhance skills and knowledge.
  • Opportunities for career progression to leadership roles.
Requirements:
  • Fresh graduates and career changers are welcome to apply.
  • No prior sales or investment experience required - comprehensive training will be provided.
  • Minimum qualifications: GCE 'A' Levels / Polytechnic Diploma / Degree (local or private).
  • Singaporean or Singapore Permanent Resident status.
  • Applicants must be 21 years old and above.
Key Skills:
  • Leadership
  • Aftersales
  • Due Diligence
  • Analytical Skills
  • Valuation
  • Investments
  • Venture Capital
  • Relationship Management
  • Investment Banking
  • Private Equity
  • Needs Analysis
  • Compliance
  • Portfolio Management
  • Financial Modelling
  • Banking
  • Business Development

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