Job Description

Our client is looking for a Sales Executive – Wealth

Job Summary:

We are seeking a dynamic and results-driven Sales Executive to join our client's team.

The ideal candidate will be responsible for identifying and acquiring new clients, he/she will be a dynamic force behind generating new sales leads and drive revenue growth.

Key Responsibilities:

• Identify and approach potential clients to offer wealth and investment solutions.
• Assess clients’ financial needs and provide personalized recommendations.
• Promote a range of financial products, including investment funds.
• Maintain strong relationships with existing clients and ensure continuous follow-up and portfolio reviews.
• Stay updated on market trends, investment products, and regulatory requirements.
• Achieve sales targets and contribute to the overall business growth.
• Work closely with internal teams to ensure seamless service delivery.

Requirements:

• HSC level
• Proven experience in sales, preferably in wealth management or investment sectors.
• Excellent communication, negotiation, and relationship-building skills.
• Goal-oriented, proactive, and self-motivated with a strong sales mindset.
• Relevant insurance certifications would be an advantage.

Proactive reserves the right: 

• To call only the shortlisted candidates for interview. 

• Not to make any appointment following this advertisement nor to assign any reason whatsoever for accepting or rejecting any candidate.