Business Development Associate

Legacy FA Pte Ltd Date Posted: 16-Nov-2017

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Job Nature:
Permanent, Part Time
Position Level:
Entry Level, Experienced
Qualification:
'A' Levels, Diploma, Bachelor's / Honours

Job Description

●      Network, develop and maintain new and existing clients

●      Schedule periodic meetings with prospects and clients to conduct financial portfolio reviews

●      Work with business partners to assist prospects and clients in providing mortgage financing/refinancing solutions as a value-added service

●      Ensure a positive client experience by following-up and resolving customer service-related issues in an appropriate and timely manner

●      Comply with all regulatory and industry training requirements


Requirements:

●      At least GCE ‘A’ levels/Diploma

●      Completed/willing to take up industry certifications (All fees paid)

●      No experience required as on-the-job training will be provided



Personal Skills:

●      Good communication and interpersonal skills

●      Strong team player with good relationship management skills and problem-solving skills

●      Meticulous and organized

●      Thrive in a fast-paced environment with a passion to excel in the wealth management industry

●      Resourceful and able to work with minimal supervision

●      Possess drive and initiative



Benefits:

●      Basic salary of up to $3000 + commission monthly + Incentives + Bonuses

●      Client leads are provided

●      Incentive trips & travelling opportunities

●      Flexible working hours



Legacy FA Pte. Ltd.

Ref No.: LFA-JA/LFA/170105

●      Network, develop and maintain new and existing clients

●      Schedule periodic meetings with prospects and clients to conduct financial portfolio reviews

●      Work with business partners to assist prospects and clients in providing mortgage financing/refinancing solutions as a value-added service

●      Ensure a positive client experience by following-up and resolving customer service-related issues in an appropriate and timely manner

●      Comply with all regulatory and industry training requirements


Requirements:

●      At least GCE ‘A’ levels/Diploma

●      Completed/willing to take up industry certifications (All fees paid)

●      No experience required as on-the-job training will be provided



Personal Skills:

●      Good communication and interpersonal skills

●      Strong team player with good relationship management skills and problem-solving skills

●      Meticulous and organized

●      Thrive in a fast-paced environment with a passion to excel in the wealth management industry

●      Resourceful and able to work with minimal supervision

●      Possess drive and initiative



Benefits:

●      Basic salary of up to $3000 + commission monthly + Incentives + Bonuses

●      Client leads are provided

●      Incentive trips & travelling opportunities

●      Flexible working hours



Legacy FA Pte. Ltd.

Ref No.: LFA-JA/LFA/170105

Company Overview

Legacy FA Pte Ltd
At Legacy FA, we define customer service as the act of taking care of the customers’ needs by providing and delivering professional, helpful, high quality service assistance before, during and after the customer’s requirements are met. Customer service is meeting the needs and desires of any customer.