Legacy FA Pte Ltd


Legacy FA Pte. Ltd. is a Financial Advisory firm based in Singapore, providing financial advisory services in the areas of investment, insurance, retirement, corporate pensions, group employee benefits, business continuation and general insurance.
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Business Development Associate

  Company :     Working Hours :  

5 Days a week, office hours

  Location :     Job Type :  

Full Time

  Salary :  

Up to $3500 / monthly



Description

Responsibilities

  • 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

  • Diploma / Degree
  • Completed/ willing to take up industry certifications (All fees paid)
  • No experience required as on-the-job training will be provided


Personal Skills

  • Outspoken with excellent communication & interpersonal skills
  • Strong team player with good relationship management skills and problem-solving skills
  • Meticulous and organised
  • 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

  • Client leads are provided
  • Incentive trips & travelling opportunities
  • Flexible working hours
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