Financial Growth Strategist

2 weeks ago


Singapore beBeeInvestment Full time $80,000 - $120,000
Job Title: Financial Growth StrategistWe are seeking a skilled and motivated individual to join our team as an Investment Relationship Manager. This role involves building and maintaining lasting client relationships by understanding their financial goals and offering tailored investment solutions.
  • Key Responsibilities:
  • Build and maintain lasting client relationships
  • Identify and capitalize on sales opportunities
  • Stay informed on market trends and financial products
  • Collaborate with internal teams
The ideal candidate will have strong sales acumen and a client-focused approach, excellent interpersonal and communication skills to build trust and rapport with clients. A Polytechnic Diploma or higher in a relevant field is required, and CMFAS certification (e.g., M1, M5, M6, or others) is an advantage.
  • Required Skills and Qualifications:
  • Strong sales acumen and a client-focused approach
  • Excellent interpersonal and communication skills
  • Polytechnic Diploma or higher in a relevant field
  • CMFAS certification (e.g., M1, M5, M6, or others)
As an Investment Relationship Manager, you will identify and capitalize on sales opportunities to achieve and exceed targets. You will also stay informed on market trends and financial products to provide expert guidance and collaborate with internal teams to ensure seamless service delivery and exceptional client satisfaction.Benefits include:
  • Yearly incentive trips to premier destinations
  • Attractive bonuses in recognition of your hard work and achievements
  • Well-deserved recognition through awards and career advancement opportunities
  • A dynamic and supportive work environment that fosters success and growth
What We're Looking For:
  • Strong sales acumen and a client-focused approach
  • Excellent interpersonal and communication skills
  • Polytechnic Diploma or higher in a relevant field
  • CMFAS certification (e.g., M1, M5, M6, or others)
You will gain access to a wide range of innovative financial products, professional training programs to enhance your knowledge and skills, recognition of your achievements through promotions, bonuses, and globally-recognised awards, and exciting yearly incentive trips to premier destinations.
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