Wealth Relationship Executive (Flexi/Hybrid)

Job Description

Job Description & Requirements
You key role is to introduce, consult and sell financial products and services to our clients, driving sales revenue, client acquisition and maintaining relationships with key accounts.

Why Join Us:

Attractive Renumeration + Incentives Package
Flexible Working Arrangements
No working experience required
Comprehensive on-job training is provided
Central office location (2mins from MRT station)
Responsibilities:

Provide wealth and financial planning and consultation services
Develop and execute strategic sales plans to achieve sales targets and expand customer base.
Servicing clients through periodic investment portfolio reviews, industry and solutions updates, etc
Build and maintain strong relationships with existing clients and key accounts.
Conduct market research and analysis to identify new business opportunities and stay up-to-date on industry trends.
Prepare and deliver sales presentations and proposals to prospective clients.
Successfully negotiate contracts and agreements with clients.
What you need to have:

Diploma awarded by a Polytechnic in Singapore, or equivalent qualifications
Singaporean or PR
Business acumen & strong negotiation skills
People management skills with excellent initiatives
Team player, proactive and collaborative
Self-motivated personality and positive attitude
Strong communication and interpersonal skills
Mature and willingness to learn
No working experience required as comprehensive training will be provided.
We welcome all experienced professionals, including those who are seeking a career switch with no experience at all, as we provide you with the necessary and comprehensive training to make your career with us a success.