Business Development Associate

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