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Financial Solutions Manager
3 weeks ago
We are seeking a Financial Solutions Manager to join our team at BGC Group. As a key member of our sales force, you will be responsible for providing financial solutions to meet clients' needs.
Key Responsibilities- Provide financial solutions to meet clients' needs through proactive outreach and relationship-building efforts.
- Promote a comprehensive range of financial products to meet clients' needs.
- Conduct financial literacy sessions and presentations to educate clients on wealth management opportunities.
- Assess clients' financial goals and risk profiles to provide suitable banking and investment solutions.
Requirements:
- Experience managing High-Net-Worth (HNW) clients is highly valued.
- Proven track record in sales and marketing of financial products.
- Strong networking and communication skills.
- Fluency in English and Bahasa Malaysia; Mandarin or Cantonese is an advantage.