Sales Specialist

Company Description

Synergy Financial Advisers Ltd is a leading financial advisory firm that offers comprehensive, one-stop solutions for personalized financial planning. Dedicated to innovation and collaboration, the company strives to empower its team through the power of partnership. With a strong vision to be the most admired financial advisory firm in Asia, Synergy upholds its core values of People, Professionalism, and Progress. Recognized for excellence, it is the only Financial Advisory Firm in Singapore certified in Singapore Quality Class with People and Innovation, Data Protection Trustmark, ISO 9001, and ISO 27001 standards.

Role Description

This is a full-time hybrid role located in Singapore for a Sales Specialist. The Sales Specialist will engage with clients to understand their financial goals, provide tailored financial planning solutions, and maintain long-term client relationships. Additional responsibilities include identifying business opportunities, generating new leads, conducting market research, and coordinating with internal teams to deliver exceptional service. While based in Singapore, the role offers some flexibility for remote work.

Qualifications

• Sales and client relationship management skills, including the ability to identify and address client needs
• Excellent communication, presentation, and interpersonal skills
• Proficiency in financial services, financial planning, and market research
• Strong organizational skills with the ability to multitask and meet deadlines
• Self-motivation and an ability to work both independently and collaboratively
• Experience in financial advisory services or related industries would be an advantage
• Bachelor's degree in Business, Marketing, Finance, or a similar discipline
• Familiarity with data protection regulations and standards, such as ISO certifications, is a plus