Financial Expert

2 days ago

Singapore beBeeFinancial Full time $60,000 - $120,000

Job Title: Financial Expert

Job Description

We are seeking a seasoned financial professional to join our team as a Financial Expert. As a key member of our organization, you will be responsible for managing and consolidating existing clients' portfolios, acquiring new clients through various activities, and providing financial advice and customized solutions to individuals and companies.

Key Responsibilities
  • Portfolio Management: Oversee the management and consolidation of existing clients' portfolios, ensuring optimal investment returns and minimizing risk.
  • New Business Development: Identify and acquire new business opportunities through various activities, including lead generation and client outreach.
  • Financial Advice: Provide expert financial advice and customized solutions to individuals and companies, helping them achieve their financial goals.
  • Clients Relationship: Maintain long-term relationships with individual and corporate clients, ensuring exceptional customer service and satisfaction.
Requirements

To succeed in this role, you must possess strong coaching, wealth management, and asset management skills, with excellent listening skills and ability to articulate complex ideas. You should also be a team player, able to learn quickly and adapt to new situations, with a strong passion for financial planning and investments.

A bachelor's degree in finance or a related field is required, with relevant work experience preferred. Your ability to communicate effectively, both verbally and in writing, will enable you to build strong relationships with clients and stakeholders.

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