Sales Consultant

GRANDTAG FINANCIAL CONSULTANCY (SINGAPORE) PTE. LTD.

Singapore, Singapore
Develop relationships with high net worth clients
Provide tailored liquidity planning advice
Achieve annual revenue targets
The role involves developing and managing relationships with high net worth clients and referral partners

Job Summary

  • The role involves developing and managing relationships with high net worth clients and referral partners.
  • Candidates will provide professional advisory solutions focused on liquidity planning, wealth protection, and insurance.
  • The successful applicant must possess relevant CMFAS certifications and a proven track record in sales.

Matching Summary

Match Score: 85

The role involves developing and managing relationships with high net worth clients and referral partners.

Skills & Requirements

Must-have

  • Develop relationships with high net worth clients
  • Provide tailored liquidity planning advice
  • Achieve annual revenue targets

Nice-to-have

  • Experience in cross-border wealth planning
  • Strong interpersonal communication skills
  • Ability to build sustainable client pipeline

Key Requirements

  • Proven track record in achieving sales targets
  • Relevant CMFAS certifications required
  • Experience in cross-border wealth or insurance planning preferred

Work Rights

Not specified

Tailored Resume

Cover Letter