Expert Financial Solutions Specialist

2 weeks ago


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

Job Title: Expert Financial Solutions Specialist

Job Description
  • Provide expert financial advice to clients based on their unique financial and protection needs.
  • Offer tailored recommendations for wealth accumulation and legacy planning, helping clients achieve their long-term goals.
  • Develop corporate solutions for businesses, addressing their specific financial requirements.
  • Deliver exceptional customer service, ensuring customers receive a high level of professionalism and support.
  • BUILD strong relationships with clients, fostering trust and loyalty.
Key Responsibilities
  • Assist clients in creating comprehensive financial plans that meet their objectives.
  • Conduct thorough financial assessments to identify areas for improvement.
  • Stay up-to-date with industry trends and developments, applying this knowledge to benefit clients.
Requirements
  • A background in sales or marketing is highly desirable.


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