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Investment Specialist

Keywords / Skills : Investment, Wealth management, Finance, sales, Consultant, Specialist, Customer Service, Client Servicing

0 - 2 years
Posted: 2018-01-03

Banking/ Financial Services
Customer Service
Sales/ Business Development
Customer Service/ Call Centre/ BPO
Banking, Insurance & Financial Services
Investment Advisor
Bachelors/ Degree, Diploma/ Non Degree Tertiary
Posted On
3rd Jan 2018
Job Description
Job Responsibilities:

* Develop new accounts and explore possible avenues of growth

* Evaluate and analyse possible investment solutions

* Present and recommend tailored investment solutions to clients

* Build and maintain excellent relationships with clients

* Develop and maintaining a client database


* Simultaneous dual career path with greater exposure and rewards

* Basic with monthly commission

* International Sales Conventions (Fully covered)


* Minimum Diploma/ Degree & above

* With or without experience candidates are welcome to apply as training will be provided

* Hardworking and willing to learn

* Enthusiastic and pleasant personality

* Positive attitude, strong interpersonal and communication skills, result-oriented, and self-motivated team player

* Confident, enthusiastic, and strong willingness to learn and succeed

About Company

We are a financial firm handling brokerage, and providing consultancy services on commercial level (B2B) and consumer level (B2C).
We perform sales of Financial Products and Services together with other related financial instruments such as unit trusts and sub-funds.
With larger volumes of client accounts and customer demands, we are seeking to expand the organization to better fulfil these areas.
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