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Financial Services Development Manager
2 weeks ago
At Click and Connect Online Limited, we are dedicated to equipping individuals with the key competencies for success in their Wealth Management careers. Our well-supported selection process ensures we can deliver exceptional service surpassing competitors.
Our Vision:
We aim to redefine wealth management in the global arena, providing world-class financial planning and wealth management services to expatriates worldwide. Full support is provided to achieve relevant qualifications, including the highly recognized Level 4 UK financial planning requirements.
Role Overview:
As an Expatriate Business Opportunities Executive, you will play a pivotal role in driving business growth by sourcing and nurturing new prospects. Effective communication skills are essential, as you will be responsible for articulating the benefits of our services to potential clients.
Main Responsibilities:
- Sourcing new prospects through various mediums
- Contacting prospects via telephone to introduce the business and schedule appointments
- Promptly following up on company-provided leads and handling them effectively