Financial Services Consultant

ET MARKETING PTE. LTD.; Town of Islip (NY); On-site; USD 50,000 - 75,000; Full time

Job summary

Une société en pleine expansion recherche un Consultant en services financiers pour développer des relations avec des clients expatriés. Le rôle consiste à identifier des marchés cibles, recommander des stratégies financières et maintenir des relations durables avec la clientèle. Le candidat idéal possède un diplôme, de l'expérience et d'excellentes compétences interpersonnelles.

Qualifications

• Diplôme ou titre équivalent requis.
• Expérience antérieure souhaitée.
• Compétences interpersonnelles et potentiel de leadership.

Responsibilities

• Identifier des marchés cibles et des opportunités de vente.
• Développer et maintenir des relations avec les clients.
• Recommander des stratégies financières aux clients.

Skills

Interpersonal Skills

Leadership

Education

Diploma or Degree

Job description

Roles & Responsibilities

•To Identify target markets and sales opportunities (Foreigners and expatriates residing locally)
•Develop relationships with targeted market segments (Foreigners and expatriates residing locally)
•Build and maintain targeted client bases, keeping current client plans up-to-date and acquiring new clients on an ongoing basis
•Maintain relationship with clients and prospective clients by contacting/meeting with them periodically
•Explaining/Giving advice to clients and prospective clients the types of services / investment products and the responsibilities to be taken by the Financial Services Consultant.
•Recommend financial planning strategies to clients to achieve their financial goals and objectives
•Implement financial planning recommendations to clients or prospective clients

Requirements

•Diploma/ Degree holder in any discipline
•Prior working experience
•Excellent interpersonal skills and leadership potential

•M5/M9,M9A,HI are advantage