Senior Client Acquisitions Specialist

1 day ago


Davao City, Davao, Philippines beBeeWealth Full time ₱3,734,400 - ₱6,284,000
Job Profile

Secure high-value clientele by fostering strong relationships and delivering exceptional service. Collaborate with internal teams to achieve key performance indicators, driving business growth through strategic portfolio management and cross-selling opportunities.

Essential Skills
  • Strategic sales and leadership expertise.
  • Effective interpersonal communication and negotiation skills.
  • Financial acumen and industry awareness.
Requirements
  • Bachelor's degree or equivalent experience in a related field.
  • Minimum three years' experience in financial services or retail sales, with a proven track record of success.
  • Strong technical knowledge of wealth management principles and client needs.
Key Responsibilities
  • Identify and acquire high-net-worth clients.
  • Collaborate with internal stakeholders to drive business results.
  • Provide expert guidance and support to clients, navigating their investment portfolios and exploring new business opportunities.


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