Business Development Executive (financial/wealth)

Industry: Financial Services

Specialism: Banking / Finance / Insurance - Banking/Finance/Insurance Management

Central,SG SGD 3,000 - 12,000

Job Description

- Assisting clients in their financial/wealth planning
- Developing new accounts for the company and increase clientele base
- Networking sessions with clients to build and maintain relationship
- Calling up leads to arrange appointments
- Target mass affluent and high net-worth accounts
- Provide strategic advice across a variety of financial products and services (debt management, cash management, insurance coverage, investments)
- Assess client’s overall financial picture, understand their needs and develop a solid financial plan
- Guide clients towards a profitable and secure financial decision
- Cultivate client base and build win-win relationships
- Keep abreast of new industry’s trends and research market to back up financial consulting
- Oversee the course of the financial plan and update it, if necessary, to ensure profits
- Comply with all industry rules and regulations
- Liaise with providers, solicitors, valuers and other professionals

Job Requirements

- Minimum diploma and above
- No experience required, training will be provided
- Highly motivated and self-driven
- Good communication skills (Outgoing and speaks well)
- Confident and independent


- Annual incentive trip
- Quarterly review
- Bonus overseas trips