About this role:
We are looking for individuals who are passionate about helping clients optimize their wealth through the identification and recommendation of suitable investment products. As a member of our team, you will work closely with our agency force to provide financial advice and services to clients, and assist with the management of client relationships. We are seeking team players who can contribute financial and wealth planning ideas and are committed to being part of a bigger mission.
The Business Development Executive (Private Wealth Management Services) is responsible for promoting and improving finexis advisory's private wealth management services, with a focus on increasing the company's competitiveness in the FA industry.
Responsibilities:
- Assist with the preparation of financial plans and presentations for clients
- Respond to client inquiries
- Conduct market research to develop new product propositions
- Work with cross-functional teams, agency force, and partners to promote cross-border financial services and ensure smooth execution of initiatives
- Staying up-to date with industry trends and developments related to the Company’s products and services
Requirements:
- Diploma or Degree in business, marketing, or a related field
- Experience in business development and product marketing, preferably in the wealth management industry
- Strong communication and negotiation skills
- To fulfil your responsibilities, you will need to obtain approval to be an appointed representative to conduct financial advisory services
