Investment Product Specialist

7 days ago


Singapore People Profilers Full time
Job Requirements
We are looking for a skilled and experienced Wealth Planning Manager to join our team at People Profilers. The successful candidate will have a strong background in sales management and a deep understanding of the finance industry. In this role, you will be responsible for promoting the sales of investment products, serving clients, and meeting sales targets. If you are a motivated and results-driven individual looking for a challenging role, we encourage you to apply.

Key Responsibilities:
- Promote the sales of Bancassurance, Unit Trust (Investment), and other related products
- Serve Walk-In Clients at Bank Branch, or Tele-Prospect Clients via the Bank's expansive database
- Schedule consultations and conduct thorough Fact-Finding processes with clients to identify their financial needs and goals
- Adhere strictly to all local and internal regulatory compliance requirements

Requirements:
- Proven experience in sales management
- Strong knowledge of regulatory compliance in the finance industry
- Ability to work independently and as part of a team
- Excellent communication and interpersonal skills

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