Sales Associate Consultant

5 days ago

Central Region, Singapore ACE Ascentia Pte Ltd Full time $40,000 - $120,000 per year

Responsibilities:

  • Assist clients & customers warmly and assist them in finding products or services that meet individual financial requirements & needs.
  • Actively engage with customers to identify opportunities for financial products or services that align with their goals.
  • Educate customers on the features, benefits, and terms of financial products, ensuring they make informed decisions.
  • Monitor and review clients' investment portfolios regularly, making adjustments as needed to align with changing financial goals and market conditions.
  • Proactively reach out to clients to provide updates on their portfolios, market insights, and opportunities for optimization.
  • Build and maintain strong relationships with clients through regular communication, trust, and reliability.
  • Collaborate with team members to promote products and services and create a positive customer experience.
  • Stay informed about industry trends, regulatory requirements, and changes in financial products and services.
  • Uphold compliance standards and adhere to all applicable regulations governing financial sales and customer interactions.

Requirements:

  • At least 21 years old (regulatory requirement)
  • Full certification in GCE 'A' Levels / Polytechnic Diploma/Degree holders (Local Certifications)
  • Proven experience in strategic consulting or similar roles.
  • In-depth knowledge of financial industry dynamics, markets, and regulations.
  • Strong interpersonal and communication skills.
  • Relevant industry certifications are advantageous. Strong understanding of financial products, investment strategies, and industry regulations.
  • Excellent communication and interpersonal skills, with the ability to build and maintain client relationships.

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