Sales Associate
* 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
* Singaporean or PR only
* • At least 21 years old
* • 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.
