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Business Development Director
2 weeks ago
Be ready to embark on a journey which offers you an exciting opportunity
HERE'S A SHORT INTRO OF WHO WE ARE
Since 2005, finexis has been more than just a financial services provider - we are lifelong confidantes, guiding clients through every stage of their financial journey. As the largest and fastest growing independently-owned financial advisory firm in Singapore, we are proud to have over 900 consultants and staff, $1 billion in assets under advisory, and strategic partnerships, that establish us as a market leader in personalised financial services.
We deliver tailored financial solutions in wealth management, investment planning, and risk management, all driven by our mission to impact lives beyond finance.
WHAT TO EXPECT
As a Senior Business Development Director, you will provide sound insurance and reliable financial advice to customers by analysing their financial needs and exceeding their service expectations. You will also develop and present financial strategies and provide holistic advisory services while building and retaining meaningful relationship with your customers.
WHAT YOU'LL DO
- Client acquisition through various prospecting strategies
- Participate in business development activities relating to Financial Planning
- Review prospective/existing client portfolio
- Propose solutions and planning for client investment and insurance needs
- Client Management and Retention
- At least 10 years of experience in financial advisory
- Possess a Diploma or Bachelor's Degree
- Excellent communication and interpersonal skills
- Proficiency in Spanish and familiarity with the Spanish market to serve a diverse client base
- Competitive compensation package
- Incentive trips from company and partners
- Access to cutting-edge financial tools and resources
- Professional development
- Flexible schedule
