Achieve Financial Excellence

1 week ago

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

Unlock Your Potential

Job Overview:

A challenging role is available for a highly motivated and ambitious professional seeking to deliver exceptional client service and build strong relationships.

  • Key Responsibilities:

The ideal candidate will have a strong understanding of financial planning, investments, and wealth management principles. Key responsibilities include delivering tailored financial solutions to clients, ensuring alignment with their goals and regulatory requirements, maintaining a high level of customer service, analyzing client needs and recommending suitable insurance, retirement, and wealth management strategies, and ensuring compliance with relevant laws and internal standards.

  • Responsibilities:

The successful candidate will be responsible for:

  • Delivering tailored financial solutions to clients.
  • Maintaining a high level of customer service.
  • Analyzing client needs and recommending suitable insurance, retirement, and wealth management strategies.
  • Ensuring compliance with relevant laws and internal standards.
  • Cultivating new business opportunities and achieving sales targets.
  • Regularly reviewing client portfolios and adjusting strategies as needed.
Benefits:

We offer a competitive salary, bonuses, and benefits that include:

  • Basic salary.
  • Roadshows sponsored.
  • Opportunities for professional growth and development.
Requirements:

To succeed in this role, the ideal candidate will possess:

  • Strong knowledge of financial products and services.
  • Excellent communication and interpersonal skills.
  • Ability to work in a fast-paced environment and meet deadlines.
How to Apply:

If you are a driven and ambitious individual looking for a challenging role, please submit your resume with the following details:

  • Last drawn salary.
  • Expected salary.
  • Notice period.
  • Reason for leaving.

We value your privacy and assure you that your personal data will be handled in accordance with relevant laws and regulations.

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