Financial Growth Specialist

5 days ago

Singapore beBeeInvestment Full time $80,000 - $120,000

Investment Specialist - Grow Your Career in Finance

We are seeking a highly motivated and results-driven Investment Specialist to join our team.

As an Investment Specialist, you will be responsible for building and maintaining strong relationships with clients, identifying and capitalizing on sales opportunities, and staying informed on market trends and financial products to provide expert guidance.

Main Responsibilities:

  • Client Relationship Management: Build and maintain lasting client relationships by understanding their financial goals and offering tailored investment solutions.
  • Sales Performance: Identify and capitalize on sales opportunities to achieve and exceed targets.
  • Market Expertise: Stay informed on market trends and financial products to provide expert guidance.
  • Collaboration: Collaborate with internal teams to ensure seamless service delivery and exceptional client satisfaction.

Required Skills and Qualifications:

  • Sales Acumen: Strong sales acumen and a client-focused approach.
  • Interpersonal Skills: Excellent interpersonal and communication skills to build trust and rapport with clients.
  • Education: Educational qualification: Polytechnic Diploma or higher.
  • Professional Certification: CMFAS certification (e.g., M1, M5, M6, or others) is an advantage and will set you apart.

Benefits:

  • Product Access: Access to a wide range of innovative financial products to empower your clients.
  • Training and Development: Professional training programs to enhance your knowledge and skills.
  • Career Advancement: Recognition of your achievements through promotions, bonuses, and globally-recognised awards.
  • Travel Opportunities: Exciting yearly incentive trips to premier destinations as part of your success story.

About the Role:

This is an exciting opportunity to join a dynamic team where your skills and efforts are celebrated. If you're ready to excel in a role where you can make a real impact, we'd love to hear from you.

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