Expert Financial Strategist

1 day ago


Singapore STAR CAREER CONSULTING PTE. LTD. Full time

At STAR CAREER CONSULTING PTE LTD, we are committed to delivering exceptional financial guidance and services. As an Expert Financial Strategist, you will play a vital role in empowering our clients to achieve their financial F.R.E.E.D.O.M and secure their future.

About the Role

We are seeking a highly motivated and adventurous individual with a strong entrepreneurial spirit to join our team. As an Expert Financial Strategist, you will be responsible for client acquisition, portfolio review, and proposal of solutions for investment and insurance needs. Your excellent communication and interpersonal skills will enable you to manage and retain clients effectively.

Key Responsibilities
  • Client Acquisition: Identify and pursue new business opportunities through various prospecting strategies.
  • Portfolio Review: Conduct thorough reviews of prospective and existing client portfolios to provide personalized solutions.
  • Solution Proposal: Develop and present tailored proposals for client investment and insurance needs.
  • Client Management: Foster long-term relationships with clients through exceptional service and regular portfolio reviews.
  • Customer Queries: Respond promptly and professionally to customer inquiries and concerns.
What You Will Learn

As an Expert Financial Strategist, you will have access to comprehensive and customized learning tracks that offer structured and diverse learning modules. Our mentorship program will provide you with continuous on-the-job training and professional development opportunities to enhance your skills and knowledge.

Requirements

To succeed in this role, you will need:

  • Diploma or Degree from a recognized institution in any field.
  • A passionate and driven attitude with an entrepreneurial spirit.
  • Excellent communication and interpersonal skills.
  • The ability to work independently and collaboratively as part of a team.
Compensation and Benefits

We offer a competitive salary range of SGD $80,000 - $120,000 per annum, depending on experience. In addition, you will enjoy a range of benefits, including:

  • Comprehensive training and development programs.
  • Mentorship and coaching opportunities.
  • A dynamic and supportive work environment.


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