Responsibilties:
· Act as a primary point of contact for clients, addressing their financial needs, concerns, and inquiries.
· Collaborate with senior wealth management professionals to understand client goals and deliver personalized financial solutions.
· Assist in analyzing and managing investment portfolios for clients, considering risk tolerance, financial goals, and market conditions.
· Conduct research on various asset classes, market trends, and economic indicators to provide recommendations for portfolio optimization.
· Monitor and report on portfolio performance, making adjustments as necessary to align with client objectives and market dynamics.
· Assist in preparing market outlook reports and investment commentary for internal and external distribution.
· Provide administrative support in account management, including account opening, documentation, and compliance procedures.
· Assist in the preparation of client presentations, reports, and financial documentation for meetings and reviews.
Requirements:
· GCE A'levels, Local Diploma holder & above
· Communication and Interpersonal Skills
· Analytical and Problem-Solving Abilities
· Individuals with a strong desire to learn and grow.
· Excellent communication skills and the ability to work effectively in a team.
Interested applicants, please write in through Jobsbank with detailed resume in MS Words format
EA License Number: 23C1730
Please Provide:
1) Availability
2) Current/ Expected salary
3) Reasons for leaving previous employments
We regret that only shortlisted candidates will be notified.
