You will acquire, build and manage a relationship practice made of both new and existing clients, focusing on:
- Client Acquisition and Retention across various wealth spectrum
- Provision of investment focused portfolio strategies
Typical daily activities include:
- Proactively participate in business development/client acquisition activities.
- Reviewing prospect/client portfolios.
- Propose needs-based solutions to prospects/ clients.
- Attending and responding to customer queries professionally (in person/via phone)
- Keeping abreast of current events, critical issues and relevant news.
Additional Highlights
- Attractive remuneration from $6,000-$12,000 monthly (We will train you till you succeed - Proven)
- Fast track career progression
- Mentorship and Training provided by Experienced Leaders
- Supportive & Collaborative Work Environment with a fun & tight-knitted team
- Exclusive access to Investment Seminars & Training by Reputable Fund Houses
- Training allowance provided for successful candidates
Requirements
- Polytechnic Diploma or Degree in any field
- Excellent interpersonal and communication skills
- High level of integrity, takes accountability of work and results oriented
- Impeccable research, quantitative and analytical skills
- Entry level or Experienced Applicants looking for mid-career switch are welcome
