Wealth Officer-Sales

Role Overview As a Wealth Officer-Sales at Ocean Finvest, your primary role will involve managing client relationships, providing exceptional customer service, generating leads, overseeing sales operations, and implementing channel sales strategies. Your daily responsibilities will include advising clients on diverse financial products, developing customized financial plans, and collaborating with team members to drive sales initiatives effectively. Key Responsibilities - Manage client relationships and provide excellent customer service - Generate leads and execute sales operations - Implement channel sales strategies to maximize business growth - Advise clients on a range of financial products - Create personalized financial plans tailored to individual client needs - Collaborate with team members to drive sales initiatives efficiently Qualifications - Possess strong customer service and communication skills - Demonstrate experience in lead generation and sales operations - Exhibit proficiency in channel sales techniques - Have excellent interpersonal and client management abilities - Ability to work both independently and as part of a team - Understanding of financial products and market dynamics is advantageous - Hold a Bachelor's degree in Finance, Business Administration, or a related field,