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Financial Strategist
2 months ago
At ARCHEL ADVISORY PTE. LTD., we are seeking a highly skilled Financial Strategist to join our team. As a key member of our advisory team, you will play a crucial role in helping our clients achieve their financial goals.
Key Responsibilities- Business Development: Identify and develop new business opportunities, and maintain existing customer relationships to drive revenue growth.
- Financial Planning: Assist clients in creating personalized financial plans, taking into account their current financial situation and goals.
- Investment Advice: Provide expert advice on investment products and services, helping clients make informed decisions about their financial portfolios.
- Client Acquisition: Proactively identify potential customers and convert sales leads into successful deals.
- Relationship Management: Build and maintain strong relationships with clients, ensuring their needs are met and exceeded.
- Experience: Minimum 1 year of experience in a related field is required.
- Education: Diploma/GCE 'A' Levels/Degree in a related discipline or equivalent.
- Skills: Excellent interpersonal skills, good communication skills, and the ability to work independently and under pressure.
As a Financial Strategist at ARCHEL ADVISORY PTE. LTD., you will have the opportunity to work with a talented team of professionals, and enjoy a competitive compensation package, including benefits and career development opportunities.