Financial Services Professional
4 days ago
We are seeking a talented Financial Services Professional to join our team at STAR CAREER CONSULTING PTE. LTD. This is an exciting opportunity for individuals who are passionate about making a difference in the lives of their clients and want to grow their career in the financial services industry.
About the Role
This role involves working closely with clients to understand their financial goals and objectives, providing personalized investment advice, and helping them achieve their financial freedom. As a key member of our team, you will be responsible for acquiring new clients through various prospecting strategies, reviewing existing client portfolios, and proposing customized solutions to meet their investment and insurance needs.
Key Responsibilities
- Client Acquisition: Identify and acquire new clients through various prospecting strategies such as networking, referrals, and online marketing.
- Portfolio Review: Regularly review existing client portfolios to ensure they remain aligned with their financial goals and objectives.
- Investment Planning: Provide personalized investment advice and propose customized solutions to meet clients' investment and insurance needs.
- Client Management: Build and maintain strong relationships with clients, ensuring their ongoing satisfaction and loyalty.
Requirements
To succeed in this role, you will need:
- Diploma or degree from a recognized institution in any field.
- Possess a passion for making a difference in the lives of others.
- Be adventurous, driven, and entrepreneurial in spirit, with a creative problem-solving mindset.
- Have excellent communication and interpersonal skills, both written and verbal.
- Be motivated by working independently as well as collaborating in a team environment.
What We Offer
We offer a comprehensive compensation package that includes an estimated salary of $60,000 - $80,000 per annum, depending on experience. In addition to a competitive salary, we also provide opportunities for professional development and career advancement in the financial services industry.
Why Join Us?
We value integrity, professionalism, and teamwork. Our company culture is built on mutual respect, trust, and open communication. We strive to create a work environment that is supportive, inclusive, and stimulating, allowing our employees to grow and thrive in their careers.
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