Expert Financial Consultant

3 days ago

Singapore beBeeFinancialPlanning Full time $80,000 - $120,000
Financial Planning Specialist Job Opportunity

We are seeking a skilled professional to fill the position of Financial Services Specialist. The ideal candidate will be responsible for identifying target markets and sales opportunities, developing relationships with targeted market segments, and maintaining client bases.

  • To identify target markets and sales opportunities and develop effective business plans to capitalize on these opportunities
  • To build and maintain targeted client bases, keeping current client plans up-to-date and acquiring new clients on an ongoing basis
  • To explain and provide advice to clients and prospective clients on the types of services and investment products available
  • To recommend financial planning strategies to clients to achieve their financial goals and objectives

Key Responsibilities:

  • Develop and implement effective sales strategies to drive business growth
  • Maintain and expand existing client relationships
  • Provide expert advice to clients on investment products and services
  • Recommend tailored financial planning solutions to meet clients' needs

Requirements:

  • Degree holder in any discipline
  • Prior working experience in a related field
  • Excellent interpersonal skills and leadership potential
  • Proficiency in financial planning strategies

Tell Employers What Skills You Have: Wealth Management, Management Skills, Sales, Lifestyle, Tolerance, Financial Planning, Interpersonal Skills, Healthcare, Investments, Wealth Accumulation, Wealth, Planner, Life Insurance, Presentation Skills, Consulting, Financial Advisory, Customer Service, Health Insurance, Retirement, Financial Services

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