Senior Private Wealth Development Specialist
6 days ago
Explore a fulfilling career with FINEXIS ADVISORY PTE. LTD.
About the RoleWe are seeking an exceptional Senior Private Wealth Development Specialist to join our team. In this role, you will be responsible for identifying and developing new business opportunities within the private wealth management sector.
To succeed in this position, you should have a strong background in business development, preferably within the private wealth management sector. You should possess excellent communication and interpersonal skills, as well as a proven track record of building and maintaining client relationships.
A deep understanding of financial products and services, as well as knowledge of the regulatory requirements in the wealth management industry, is also essential.
This is a fantastic opportunity to advance your career in a dynamic and growing company like FINEXIS ADVISORY PTE. LTD.
Key Responsibilities- Researching and identifying potential clients within the private wealth management sector;
- Developing and implementing strategic business development plans to target new clients and expand the department's client base;
- Building and maintaining relationships with existing clients to ensure client retention and satisfaction;
- Collaborating with internal teams to provide tailored solutions to clients; and
- Keeping abreast of industry trends, market developments, and competitor activities to identify new business opportunities.
- Diploma or Degree in business, finance, marketing, or a related field;
- Experience in business development and product marketing, preferably in the wealth management industry;
- Strong communication and negotiation skills, as well as language proficiency in Mandarin and English;
- Ability to obtain approval to be an appointed representative to conduct financial advisory services.
In return for your hard work and dedication, we offer a competitive salary of SGD $80,000 - $100,000 per annum, depending on experience, plus additional benefits and perks.
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