Business Development Director

Roles & Responsibilities

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

BENEFITS

Tell employers what skills you have

Wealth Management

Excellent Communication Skills

Tactics

Account Management

Financial Planning

Interpersonal Skills

Risk Management

Strategy

Presentation Skills

Spanish

Financial Advisory

Business Development

Strategic Partnerships