Financial Specialist Job Description Template
Our company is looking for a Financial Specialist to join our team.
Responsibilities:
- To manage and maintain client’s portfolio• To build rapport with clients/prospects;
- Assist client in implementing their desired solutions;
- To plan and coordinate sales and marketing activities;
- Assist in development plans for the company;
- Cultivate long term clientele;
- Review the client’s financial progress regularly;
- To provide a holistic financial solution according to the client’s needs.
Requirements:
- Preferred languages: English, Chinese and Bahasa Malaysia;
- Good computer, interpersonal and communication skills;
- Excellent communication skills;
- Minimum 1 year of working experience in sales;
- Proactive engagement to deliver high quality of service at all times;
- Key characteristics: Team player, independent, proactive, passionate, reliable, dependable, willing to learn.