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Wealth Management Specialist

2 weeks ago

Singapore GOSOURCE PTE. LTD. Full time

About GOSOURCE PTE. LTD.

Our Role in the Banking Industry

We are seeking a skilled and results-driven Personal Wealth Planner to join our team. As a Personal Wealth Planner, you will play a vital role in driving our sales strategy and representing GOSOURCE PTE. LTD. in the market.

Key Responsibilities
  1. Prospecting for new clients by conducting outbound calls and building strong relationships with them.
  2. Conducting needs assessments to understand client requirements and develop effective sales strategies.
  3. Presenting and demonstrating our company's products and services to potential clients.
  4. Negotiating contracts and closing sales deals while ensuring customer satisfaction.
  5. Serving as a dedicated banker for customers' needs.
What We're Looking For

We are looking for an individual with excellent communication and interpersonal skills, who can build strong relationships with clients and deliver exceptional customer service.

  • Excellent communication and interpersonal skills.
  • Demonstrated problem-solving and negotiation skills with a customer-centric approach.
  • Ability to work independently and as part of a team, with a strong focus on achieving sales targets.
  • Passion for delivering exceptional customer service and creating a positive sales experience.
What We Offer

We offer a competitive salary and commission-based structure, comprehensive training and ongoing professional development opportunities, opportunities for career advancement and leadership roles, flexible work arrangements, and a collaborative work environment.