Financial Services Consultant

1 week ago

Singapore ET MARKETING PTE. LTD. Full time
Roles & Responsibilities

• To Identify target markets and sales opportunities (Foreigners and expatriates residing locally)

• Develop relationships with targeted market segments (Foreigners and expatriates residing locally)

• Build and maintain targeted client bases, keeping current client plans up-to-date and acquiring new clients on an ongoing basis

• Maintain relationship with clients and prospective clients by contacting/meeting with them periodically

• Explaining/Giving advice to clients and prospective clients the types of services / investment products and the responsibilities to be taken by the Financial Services Consultant.

• Recommend financial planning strategies to clients to achieve their financial goals and objectives

• Implement financial planning recommendations to clients or prospective clients
Requirements

• Diploma/ Degree holder in any discipline

• Prior working experience

• Excellent interpersonal skills and leadership potential

• M5/M9,M9A,HI are advantage

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