Core responsibilities:
* Handle client’s investment portfolios and update market movement.
* Perform financial needs analysis and value add to client’s objective.
* Implement strategies and sales processes to identify, target and acquire clients across various wealth spectrum.
* Develop relationships with prospective clients in order to expand the business.
* Attend investment talks monthly (fully paid by company).
* Training to lead a team of juniors after 1 year of training.
* Organise and invite clients for investment events.
* Keeping abreast of current affairs and finance news.
Remuneration Package & Benefits:
* Fast track career progression.
* Training allowance provided for successful candidate.
* Career development training will be provided.
* Monthly investment training by renowned fund houses.
Required qualifications:
* Polytechnic Diploma or Degree in any field.
* Strong communication and networking skills.
* Ability to organise and track overlapping tasks and assignments.
* New joiners/applicants looking for career switch are welcome but subject to a stringent interview process.
* Entry-level applicants are welcome.
