Roles & Responsibilities:
- Develop knowledge on the suite of financial solutions to advise clients and prospects.
- Work directly with clients and prospects to achieve their financial goals.
- Prepare and submit recommendations to implement a plan for the client.
- Regular ongoing contact with the client to revise financial plans based on the review and modification of needs or changes in the market and industry.
- Develop and maintain long-term relationships with clients.
- Maintain the highest level of professionalism when interacting with clients and prospects.
Who we are looking for:
- Self-driven individual who has a passion to excel
- Good command of written and spoken English. Bilingual abilities are a plus.
- Desire to serve the local and offshore market.
- Good connections within South-east Asia a plus.
- Strong interpersonal skills with a passion for empowering others financially.
