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Wealth Associate Analyst Planner job in Singapore at Beyond Consultancy Pte Ltd

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Wealth Associate Analyst Planner at Beyond Consultancy Pte Ltd

Wealth Associate Analyst Planner

Beyond Consultancy Pte Ltd Singapore Permanent
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·        Provide advice and financial solutions to meet the needs of clients by utilizing financial planning skills, assessing customer needs and by promoting and selling a full range of financial products.  Activities include; client consultations conducting fact finding meetings, needs analysis, completing financial plans, recommending and selling financial solutions and products to meet client’s needs, advising clients on group and retail investments, insurance, banking and retirement planning. 

·        Proactively identify opportunities and conduct activities to help clients achieve their financial goals and generate sales

·        Hold both face-to-face and over the phone/video meetings

·        Leverage financial planning tools to help clients understand what they need to do to reach their goals and to encourage them to act on your recommendations




·        mid-career switch candidate, possess good listening & understanding skill

·        Fluent in English

·        Goal getter, Willing to learn attitude personality 

  • Manage full sales cycle 
  • Participation in inhouse, external training & development 
  • Coordination with operation team

Recommended Skills

  • Sales
  • Sales Planning
  • Sales Training
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Job ID: 25112021

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