Client Acquisition Officer

1 week ago


Singapore SNAPHUNT PTE. LTD. Full time

**The Role**

**You will be responsible for**:

- Growing a portfolio of 50-100 clients and providing them Financial Solutions
- Achieving quarterly sales targets by identifying and developing new customers.
- Ensuring high levels of customer satisfaction as well as upsell and cross sell potential within existing customers to maximize share of wallet.
- Coordinating pre-sales and post-sales follow up.
- Monitoring market trends and providing regular investment updates.

**Ideal Profile**

**Skills Required**:

- You have at least 1 year experience within a Sales (B2C) role, ideally within the Consumer Banking space.
- Experience running or working within a Start up would be a strong advantage.
- Experience covering Financial advice, Banking, Client Acquisition and Social Media Marketing is a plus.
- You possess excellent interpersonal as well as written and verbal communication skills.
- You are highly goal driven and work well in fast paced environments.
- You are a strong networker & relationship builder.
- You are a self-starter and demonstrate a high level of resilience.
- This is a self employed role with strong mentorship and start up allowance for 3 years depending on experience.

**What's on Offer?**
- Join a market leader within Asset Management
- Work alongside & learn from best in class talent
- Leadership Role

**About us**

Summit Planners Xchange is a branch unit representing Manulife Financial Advisers. We are a team of individuals who believe in providing best in class solutions to clients with regards to anything financial.

**Ref: JM2GVZW1WQ



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