Job Description
• Engage with Clients for business opportunities & conduct client portfolio management
• Conducting Fact find analysis and understanding the needs and wants of the clients
• Keeping up to date with the financial markets, investment movement trends, market sentiment/conditions
• Good knowledge on Financial Products and services offered by our company & identify prospective targeted audience
• Lead/Client Generation via Referrals, Events, Roadshows, Cold-Warm Prospecting
• Managing the Expectations of Clients
• Mentoring and Managing a team
Requirements
• Minimally a Polytechnic Diploma or Degree
• Prior 1 or 2 years working experience in sales or business development B2B or B2C.
• Good proficiency in English and Mandarin
• Excellent communication and presentation skills with the ability to build rapport
• Problem-solving skills with the ability to perform under pressure
• Fast learner and goal-oriented mindset
• Highly motivated and self-driven
