Expert Financial Strategist

2 days ago


Singapore beBeeFinancialAdvisor Full time $15,000 - $20,000
Job Description

We are seeking a seasoned Expert Financial Strategist to join our team. As an Expert Financial Strategist, you will provide sound financial advice with proper fact-finding and review of customers' financial goals.

Your primary responsibility will be to build and maintain long-lasting relationships with both existing and potential customers. You will capitalize on sales opportunities via customer events, financial reviews, and branch engagement activities.

You will also proactively act on leads from our database and set up appointments with potential customers. Furthermore, you will ensure sales conversion by capitalizing on referrals.

Required Skills and Qualifications
  • Minimum GCE A Levels, Diploma or Degree in any field
  • No prior experience required
  • CMFAS certifications M5, M9, M9A, HI, BCP, PGI preferred but not necessary
  • Excellent interpersonal skills and passion for helping customers achieve greater financial competency
Benefits

Please state your availability and current expected salary in your resume. We regret that only shortlisted candidates will be notified.



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