About the Job
We are seeking a motivated and client-focused individuals to join our team. This role will be to develop good relations with clients and to introduce potential investors to our diverse portfolio of investment fund houses. Also, you will manage and make critical decisions on client’s investment portfolio, advice on matters relating to asset management - mortgage financing etc
Job Responsibitilies
- Working closely with other members of the wealth management team, such as investment, loans to provide holistic solutions to clients.
- Provide premier clients with regular market updates, endeavouring to understand our clients' financial needs and recommending appropriate wealth management products accordingly
- Proactive relationship management to strengthen, deepen and delight client's relationship with existing customers, hence building a strong foundation for customer growth
- You will acquire multitude of investment knowledge and gain financial market acumen by dealing extensively with multiple fund houses and their in-house analysts.
Additional Highlights
Career Progression :
- You will be exposed to a large range of clients, products and services and will undergo various forms of training and development courses yearly.
- Associates can explore the management path within 3 years.
Job Satisfaction :
- Flexible working hours so that you can have work life balance with your family and loved ones.
- Develop a large network of clients and opportunities to manage existing clients
- Bring home a stable 6 digit annual package (BONUS Included)
Culture :
- Young and dynamic team based environment
- You are Empowered
- One – One mentorship focused on your personal development
- Structured 6 Months training programme.
