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Your dream. Our mission.

We believe in hard work and dedication

Integrity

We abide by the quality of honesty and integrity. We never compromise on our client’s trust.

Innovation

As a cloud-based portfolio management system, we are constantly innovating to create a one-stop solution for the wealth management industry.

Hard work

We believe that continuous hard work combined with smart work enables us to achieve the best results in a disciplined manner. We ensure to work hard to

Commitment

We are consistent with our commitments and try to deliver ahead of our commitments.

Passion

Passion is the spark that drives us forward to achieve the best at what we do. We work towards automating the wealth tech industry.

Simplicity

We believe that simplicity promotes better outcomes and reduces confusion. Thus we have made the Wealthbrain dashboard simple and easy to navigate.

Sr. Sales development officer

Skill

Overview

•Working closely with the manager or assigned staff member, and completing all allocated tasks.
• Conducting desktop research, or gathering information through surveys or by speaking to clients and staff.
• Attending and participating in meetings, workshops, events, and exhibitions.
• Liaising with clients, vendors, and suppliers on behalf of the company’s managers.
• Updating documents and sales records.
• Reviewing sales performance against sales targets.
• Observing and carrying out sales processes.
• Identifying potential weaknesses and offering improvement suggestions.
• Assisting managers with negotiations.
• Keeping a log of everything learned and delivering presentations to staff and other stakeholders.

Skill

Overview

•Working closely with the manager or assigned staff member, and completing all allocated tasks.
• Developing applications (coding, programming).
• Debugging and testing code.
• Documenting and testing new software applications.
• Updating documents and sales records.
• Researching, investigating and fixing a wide range of technical issues.
• Collaborating with senior leaders.
• Identifying potential weaknesses and offering improvement suggestions.
• Approaching problems and creating solutions.
• Proactively learning about new technologies.

Skill

Overview

• Working closely with the manager or assigned staff member, and completing all allocated tasks.
• Developing applications (coding, programming).
• Debugging and testing code.
• Documenting and testing new software applications.
• Updating documents and sales records.
• Researching, investigating and fixing a wide range of technical issues.
• Collaborating with senior leaders.
• Identifying potential weaknesses and offering improvement suggestions.
• Approaching problems and creating solutions.
• Proactively learning about new technologies.

Skill

Overview

•Working closely with the manager or assigned staff member, and completing all allocated tasks.
• Seek out the appropriate contact in an organization , arrange to meet in person to present Wealthbrain’s solutions.
• Generate leads & Meet with Clients face to face.
• Foster and develop relationships with Clients.
• Understand the needs of our Client’s and be able to respond effectively with a plan of how to meet the requirements.
• Have a good understanding of the businesses’ products or services and be able to advise others about them.
• Collaborating with senior leaders.
• Be able to clearly articulate and understand the benefits and differentiation in the client segments that Wealthbrain offers its solutions to.
• knowledge about the financial investment products available in the market globally.
• Outstanding interpersonal skills for building and developing relationships with clients.

Skill

Overview

• Collect quantitative and qualitative data from marketing campaigns.
• Conducting desktop research, or gathering information through surveys or by speaking to clients and staff.
• Perform market analysis and research on competition.
• Support the marketing team in daily administrative tasks.
• Assist in marketing and advertising promotional activities (e.g. social media, direct mail and web).
• Prepare promotional presentations.
• Help distribute marketing materials.
• Manage and update company database and customer relationship management systems (CRM).
• Help organize marketing events.
• Keeping a log of everything learned and delivering presentations to staff and other stakeholders.

Skill

Overview

•Working closely with the manager or assigned staff member, and completing all allocated tasks.
• Conducting desktop research, or gathering information through surveys or by speaking to clients and staff.
• Attending and participating in meetings, workshops, events, and exhibitions.
• Liaising with clients, vendors, and suppliers on behalf of the company’s managers.
• Updating documents and sales records.
• Reviewing sales performance against sales targets.
• Observing and carrying out sales processes.
• Identifying potential weaknesses and offering improvement suggestions.
• Assisting managers with negotiations.
• Keeping a log of everything learned and delivering presentations to staff and other stakeholders.

Skill

Overview

•Working closely with the manager or assigned staff member, and completing all allocated tasks.
• Seek out the appropriate contact in an organization , arrange to meet in person to present Wealthbrain’s solutions.
• Generate leads & Meet with Clients face to face.
• Foster and develop relationships with Clients.
• Understand the needs of our Client’s and be able to respond effectively with a plan of how to meet the requirements.
• Have a good understanding of the businesses’ products or services and be able to advise others about them.
• Collaborating with senior leaders.
• Be able to clearly articulate and understand the benefits and differentiation in the client segments that Wealthbrain offers its solutions to.
• knowledge about the financial investment products available in the market globally.
• Outstanding interpersonal skills for building and developing relationships with clients.

Skill

Overview

•Working closely with the manager or assigned staff member, and completing all allocated tasks.
• Conducting desktop research, or gathering information through surveys or by speaking to clients and staff.
• Attending and participating in meetings, workshops, events, and exhibitions.
• Liaising with clients, vendors, and suppliers on behalf of the company’s managers.
• Updating documents and sales records.
• Reviewing sales performance against sales targets.
• Observing and carrying out sales processes.
• Identifying potential weaknesses and offering improvement suggestions.
• Assisting managers with negotiations.
• Keeping a log of everything learned and delivering presentations to staff and other stakeholders.

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