Financial Services Specialist

Job Title: Financial Advisor/ Sales ExecutiveAt Leadway Assurance Company Limited, we are seeking a highly skilled and experienced Financial Advisor/ Sales Executive to join our team.Key Responsibilities:Develop and implement sales strategies to drive business growth and revenue.Provide financial forecasting and analysis to prospective clients.Offer expert...

Key Responsibilities:As a Financial Services Specialist at Heirs Insurance Group, you will be responsible for meeting individually with clients to determine their financial objectives, risk tolerance, income, expenses, and assets.Delivering Strategic Advice:You will offer strategic advice on products and services such as investment, insurance coverage, and...

Job DescriptionYour primary fiduciary responsibility shall be to ensure the financial health and integrity of the organization while supporting strategic growth initiatives. Your day-to-day reporting shall be to the CEO.You shall also note such specific responsibilities as embodied in the Articles of Association relating to financial reporting...

Job DescriptionYour primary fiduciary responsibility shall be to ensure the financial health and integrity of the organization while supporting strategic growth initiatives. Your day-to-day reporting shall be to the CEO.You shall also note such specific responsibilities as embodied in the Articles of Association relating to financial reporting...

Key Responsibilities:Client Acquisition:Develop and implement targeted marketing strategies to attract new clients through networking, referrals, and outreach activities, ensuring a strong pipeline of potential customers.Financial Planning:Conduct thorough financial assessments of clients' situations and goals, providing tailored financial advice and...

Key ResponsibilitiesClient Acquisition: Develop and implement strategic marketing initiatives to attract new clients through targeted outreach and networking activities.Financial Planning: Conduct thorough financial assessments and provide tailored advice and strategies to meet clients' unique needs and goals.Product Knowledge: Stay up-to-date on the latest...

Job Title: Investment BankerClient Profile:Our client, KimberlyRyanLimited, is a leading asset management and investment banking firm that provides expert advice and a wide range of financial products and services to grow their clients' wealth and support them in achieving their financial goals.Key Responsibilities:Facilitate the distribution of debt and...

Job Title: Financial AdvisorAt HEIRS INSURANCE GROUP, we are seeking a highly skilled and motivated Financial Advisor to join our team.Job Summary:The Financial Advisor will be responsible for selling our company's insurance products, including Life Insurance, Personalized Investment Plans, Protection Plans, Endowment Plans, and General Insurance, to...

Job Title: Financial AdvisorAt HEIRS INSURANCE GROUP, we are seeking a highly skilled and motivated Financial Advisor to join our team. As a Financial Advisor, you will be responsible for selling our company's products, including Life Insurance, Personalized Investment Plans, Protection Plans, Endowment Plans, and General Insurance, to prospective and...

Job DescriptionKey Responsibilities:Provide expert financial advice to prospective clients to help them make informed decisions.Sell all company policies to clients, ensuring they understand the benefits and value proposition.Follow up on leads to convert them into sales opportunities.Develop and deliver compelling sales presentations to clients.Manage...

Kimberly Ryan Limited is seeking a skilled Stockbroker to join our team. The ideal candidate will have a strong background in finance and a proven track record of success in the stock market. **Key Responsibilities:**• Execute trades on behalf of clients and for the company in accordance with regulatory requirements.• Participate in the management of...

Job DescriptionAt Leadway Assurance Company Limited, we are seeking a highly skilled Leadway Sales Executive to join our team.Key Responsibilities:Provide expert financial advice to prospective clients to help them make informed decisions.Sales of all company policies to meet and exceed sales targets.Follow up on leads to ensure timely conversion into...

Job DescriptionAt Leadway Assurance Company Limited, we are seeking a highly skilled Leadway Sales Executive to join our team.Key Responsibilities:Provide expert financial advice to prospective clients to help them make informed decisions.Sales of all company policies to meet and exceed sales targets.Follow up on leads to ensure timely conversion into...

Job SummaryAs an Independent Wealth Management Executive, the ideal candidate will play a pivotal role in driving our wealthmanagement business by acquiring new clients and fostering long-term relationships.This role is ideal for individuals who possess a dynamic personality, strong communication skills, and a passion for sales.They would possess strong...

Job SummaryAs an Independent Wealth Management Executive, the ideal candidate will play a pivotal role in driving our wealthmanagement business by acquiring new clients and fostering long-term relationships.This role is ideal for individuals who possess a dynamic personality, strong communication skills, and a passion for sales.They would possess strong...

We are seeking a dynamic and charismatic Independent Wealth Management Executive to drive our wealth management business by acquiring new clients and fostering long-term relationships. Key Responsibilities: Identify and acquire new clients through prospecting, networking, and relationship-building. Conduct financial needs analysis and present tailored...

Job SummaryAs an Independent Wealth Management Executive, the ideal candidate will play a pivotal role in driving our wealth management business by acquiring new clients and fostering long-term relationships.This role is ideal for individuals who possess a dynamic personality, strong communication skills, and a passion for sales.They would possess strong...

Lead a team of wealth management professionals to achieve client acquisition targets and maintain high standards of client service. The ideal candidate will have a strong background in wealth management, excellent leadership skills, and the ability to drive team success. They will foster a culture of excellence, ensuring the team meets and exceeds client...

We're seeking a Wealth Management Supervisor to lead a team of Independent Wealth Management Executives in achieving client acquisition targets and delivering exceptional client service.Key Responsibilities Include:Lead, coach, and mentor a team to achieve individual and collective goalsDevelop and implement effective client acquisition strategies in...

Job SummaryAs a Wealth Management Supervisor, the ideal candidate will play a pivotal role in leading and guiding a team of Independent Wealth Management Executives.This position requires a mid-level professional with a strong background in wealth management, excellent leadership skills, and the ability to drive team success.The ideal candidate will foster a...