Sales Associate

Description

Join as Sales Associates to assist clients in achieving their financial goals through tailored product recommendations, portfolio monitoring, and long-term relationship building. This role combines customer service excellence with financial product knowledge to deliver a professional consulting experience. EA License Number: 22C1267 EA Personnel: R22110252

Responsibilities and Duties

- Assist clients warmly and recommend suitable financial products or services - Engage with customers to identify opportunities aligned with financial goals - Educate customers on product features, benefits, and terms - Monitor and review investment portfolios, making necessary adjustments - Provide clients with regular updates, market insights, and optimization opportunities - Build and maintain strong client relationships through trust and consistent communication - Collaborate with team members to enhance customer experience and promote offerings - Stay updated on industry trends, regulations, and financial products - Ensure compliance with all financial sales and customer interaction standards

Qualifications and Requirements

- Singaporean or PR only - Minimum age of 21 (regulatory requirement) - GCE 'A' Levels, Polytechnic Diploma, or Degree (local certification required) - Experience in strategic consulting or similar roles preferred - Knowledge of financial industry dynamics, markets, and regulations - Relevant industry certifications are advantageous - Strong interpersonal and communication skills - Ability to build and maintain client relationships