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Sales Associate - D01 Cecil, Marina, People’s Park, Raffles Place, SG

Sales Associate - D01 Cecil, Marina, People’s Park, Raffles Place, SG

ACE ASCENTIA PTE. LTD.D01 Cecil, Marina, People’s Park, Raffles Place, SG
3 days ago
Job description

Roles & Responsibilities

Responsibilities :

  • Assist clients & customers warmly and assist them in finding products or services that meet individual financial requirements & needs.
  • Actively engage with customers to identify opportunities for financial products or services that align with their goals.
  • Educate customers on the features, benefits, and terms of financial products, ensuring they make informed decisions.
  • Monitor and review clients' investment portfolios regularly, making adjustments as needed to align with changing financial goals and market conditions.
  • Proactively reach out to clients to provide updates on their portfolios, market insights, and opportunities for optimization.
  • Build and maintain strong relationships with clients through regular communication, trust, and reliability.
  • Collaborate with team members to promote products and services and create a positive customer experience.
  • Stay informed about industry trends, regulatory requirements, and changes in financial products and services.
  • Uphold compliance standards and adhere to all applicable regulations governing financial sales and customer interactions.

Requirements :

  • Singaporean or PR only
  • At least 21 years old (regulatory requirement)
  • Full certification in GCE 'A' Levels / Polytechnic Diploma / Degree holders (Local Certifications)
  • Proven experience in strategic consulting or similar roles.
  • In-depth knowledge of financial industry dynamics, markets, and regulations.
  • Strong interpersonal and communication skills.
  • Relevant industry certifications are advantageous. Strong understanding of financial products, investment strategies, and industry regulations.
  • Excellent communication and interpersonal skills, with the ability to build and maintain client relationships.
  • Tell employers what skills you have

    Product Knowledge

    Wealth Management

    Strategic Consulting

    Investment Strategies

    Customer Experience

    Financial Planning

    Interpersonal Skills

    Investments

    Wealth Accumulation

    Risk Management

    Reliability

    Compliance

    Communication Skills

    Cash Management

    Customer Satisfaction

    Financial Advisory

    Microsoft Word

    Regulatory Requirements

    Customer Service

    Financial Services

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    Associate • D01 Cecil, Marina, People’s Park, Raffles Place, SG

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