About the Role
We are looking for driven, passionate senior portfolio managers to help grow and manage the affluent clientele base. You will report to the sales manager and be responsible for locating prospective clients and introducing them to our FLAIR family.
Responsibilities
- Identify new business opportunities by prospecting potential clients through events, seminars and networking
- Explore new opportunities with existing clientele
- Work closely with the marketing and events teams to leverage on existing opportunities
- Identify clients’ needs, review existing portfolios and recommend appropriate solutions
- Prepare quotations and deliver appropriate presentations to clients
- Plan and organise experiential events and seminars for prospective clients
Minimum qualifications:
Diploma
At least 2 years advisory experience
