Financial Planning Specialist
1 week ago
PROTUS WONDERLAND PTE. LTD. is a leading organization in the financial industry, dedicated to delivering exceptional services and fostering long-term client relationships.
Salary & BenefitsThe estimated salary for this position ranges from SGD $80,000 to SGD $120,000 per annum, depending on experience and qualifications. In addition to a competitive remuneration package, employees enjoy comprehensive employee benefits and vibrant team-building activities.
Job DescriptionWe are seeking an experienced Sales Manager to join our team as a Financial Planning Specialist. As a key member of our sales team, you will be responsible for identifying and addressing client needs, delivering bespoke financial planning, and tailored solutions.
- Foster and cultivate robust client relationships by understanding their financial goals and objectives.
- Conduct in-depth market analysis to recommend appropriate financial products and services, driving achievement of sales objectives.
- Educate clients on the features, benefits, and potential risks of financial products while providing expert investment guidance.
To succeed in this role, you will require:
- A bachelor's degree or higher in finance, economics, business management, or a related discipline.
- Prior experience within state-owned enterprises, with a comprehensive understanding of their corporate culture and operational workflows.
- Exceptional communication skills, advanced sales techniques, and a client-centric mindset.
- Strong aptitude for learning and adaptability, enabling swift mastery of financial products and market trends.
This role offers a unique opportunity for professional growth and development. You will have access to a structured training program and a clear career advancement pathway, offering outstanding opportunities for career progression.
- Competitive remuneration package, encompassing a base salary, performance-based commissions, and bonuses.
- Comprehensive employee benefits and vibrant team-building activities that foster a supportive and dynamic workplace environment.
We welcome driven and experienced sales professionals to join us in shaping a prosperous future together. If you possess the skills and qualifications required for this role, please submit your application for consideration.
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