Job Description
- Foster good working relationship with clients
- Conducting Fact find analysis and understanding the needs and wants of the clients
- Keeping up to date with the financial markets, investment movement trends, market sentiment/conditions
- Lead/Client Generation via Referrals, Events, Roadshows, Cold-Warm Prospecting
- Managing the Expectations of Clients
- Mentoring and Managing a team
Requirements
- Minimally a Polytechnic Diploma or Degree
- Good proficiency in English and Mandarin
- Excellent communication and presentation skills with the ability to build rapport
- Problem-solving skills with the ability to perform under pressure
- Fast learner and goal-oriented mindset
- Highly motivated and self-driven
