Business Development Director

FINEXIS ADVISORY PTE. LTD.; Singapore; On-site; SGD 125,000 - 150,000; Full time

Job summary

A leading financial advisory firm in Singapore is seeking a Senior Business Development Director to provide expert financial advice and build strong client relationships. Ideal candidates have over 10 years in financial advisory, excellent communication skills, and proficiency in Spanish. The role includes client acquisition, reviewing portfolios, and proposing financial solutions. Competitive benefits and a flexible schedule are offered.

Benefits

Competitive compensation package

Incentive trips from the company and partners

Access to cutting-edge financial tools and resources

Professional development

Flexible schedule

Qualifications

• At least 10 years of experience in financial advisory.
• Possess strong analytical skills for client needs assessment.
• Experience in client management and retention.

Responsibilities

• Client acquisition through various prospecting strategies.
• Participate in business development activities relating to Financial Planning.
• Propose solutions for client investment and insurance needs.

Skills

Excellent communication skills

Interpersonal skills

Proficiency in Spanish

Education

Diploma or Bachelor’s Degree

Job description

ARE YOU SEEKING FOR GROWTH YET YOU WANT A FULFILLING CAREER?

Be ready to embark on a journey which offers you an exciting opportunity!

HERE’S A SHORT INTRO OF WHO WE ARE

Since 2005, finexis has been more than just a financial services provider – we are lifelong confidantes, guiding clients through every stage of their financial journey. As the largest and fastest growing independently-owned financial advisory firm in Singapore, we are proud to have over 900 consultants and staff, $1 billion in assets under advisory, and strategic partnerships, that establish us as a market leader in personalised financial services.

We deliver tailored financial solutions in wealth management, investment planning, and risk management, all driven by our mission to impact lives beyond finance.

WHAT TO EXPECT

As a Senior Business Development Director, you will provide sound insurance and reliable financial advice to customers by analysing their financial needs and exceeding their service expectations. You will also develop and present financial strategies and provide holistic advisory services while building and retaining meaningful relationship with your customers.

WHAT YOU'LL DO

• Client acquisition through various prospecting strategies
• Participate in business development activities relating to Financial Planning
• Review prospective/existing client portfolio
• Propose solutions and planning for client investment and insurance needs
• Client Management and Retention

WHO YOU ARE

• At least 10 years of experience in financial advisory
• Possess a Diploma or Bachelor’s Degree
• Excellent communication and interpersonal skills
• Proficiency in Spanish and familiarity with the Spanish market to serve a diverse client base

BENEFITS

• Competitive compensation package
• Incentive trips from company and partners
• Access to cutting-edge financial tools and resources
• Professional development
• Flexible schedule