Elite Finance Team Lead

Responsibilities:

• Examine and suggest wealth planning solutions
• Lead a sales team with at least 3 members.
• Help clients implement their plans and carry out transactions.
• Present and sell suitable financial products and services.
• Find and approach prospective clients.
• Build strong relationships to retain existing clients.
• Maintain updated knowledge of regulations, practices and financial products.

 Requirements :

• Experience in financial sales or customer service is an asset.
• This is supervisory team lead position. Incumbent must have own team members joining together.
• Ability to analyze financial information and comply with regulations.
• Good ethics, with a customer-oriented attitude.
• Outstanding communication skills, with the ability to foster long-term relationships.
• Possess at least a diploma or Bachelor's Degree in accounting, finance, business administration or relevant field.

Perks & Benefits

• Employee equity
• Commission and bonus
• Nearby public transport
• Flexible working hours
• Casual dress code
• Company trips
• Open culture
• Personal development opportunities