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Wealth Creation Specialist

2 weeks ago

Singapore beBeeFinancial Full time $90,000 - $120,000

As a Financial Services Professional, you will play a pivotal role in shaping the financial futures of high net-worth clients and their families.

Your primary goal is to create, grow, and strengthen the wealth of our esteemed clientele through personalized advice and support.

You will take pride in helping clients achieve their financial objectives at every life stage, working closely with a team of specialists to craft tailored solutions that meet their unique needs.

In this dynamic role, you will be obsessed with delivering exceptional client experiences, staying ahead of industry trends, investment product offerings, and fintech developments to provide expert guidance on customised solutions.

The ideal candidate will possess a tertiary qualification, a minimum of 3 years of sales experience, and a proven track record of consistent sales performance, preferably in the banking or financial industries.

A strong understanding of equities, unit trusts, insurance, and other personal investment services is essential, as well as excellent interpersonal and communication skills.

You will be focused, disciplined, and exhibit high personal standards, with a focus on covering the North Asia market and establishing a network of high net-worth clients in this region.

We offer a competitive salary and benefits package, along with the opportunity to work in a dynamic environment that supports your development and recognises your achievements.