Financial Sales Executive

Overview

Giving clients direction and advise on financial issues, such as wealth management, retirement planning, and investment opportunities, will be the Financial Sales Executive's main duty.

Responsibilities

• Develop and maintain strong relationships with clients to understand their financial goals and objectives. • Provide personalized service and support to ensure client satisfaction. • Conduct financial analysis and develop tailored plans to meet clients' financial goals. • Identify potential risks and opportunities in clients' financial portfolios. • Educate clients on potential financial risks and uncertainties. • Develop strategies to mitigate risks and protect clients' assets. • Offer financial products and services (insurance, investments, retirement plans). • Ensure alignment with clients' financial objectives. • Regularly review and update clients' financial plans. • Provide guidance on market trends and regulatory changes. • Identify new business opportunities through referrals and prospecting. • Expand existing client relationships through additional product and service offerings.

Requirements

• A bachelor's degree in accounting, finance, or economics; a diploma in business administration, marketing, or a similar discipline. • Three years or more of experience in wealth management, financial sales, or a related field. • Outstanding communication and interpersonal abilities • Proven capacity to establish and preserve solid ties with clients and other stakeholders • Strong analytical abilities and meticulousness. • Demonstrated ability to meet client acquisition and retention targets • strong knowledge of retirement planning, investment methods, and financial goods and services. • Outstanding interpersonal skills over the phone and in person, as well as outstanding written and spoken English communication abilities. • Capacity to create and oversee a lead and opportunity funnel • Outstanding attention to detail and organising abilities.