About us:
iHarvest Wealth Management (“iHarvest”) is a licensed financial advisory firm specialising in a wide range of financial solutions for both individual and corporate clients.
We are dedicated to forge a lifelong partnership with our clients and help to build the better life that they desire. From wealth management to lifestyle events, iHarvest will bring value to our clients from different aspects and an experience that is personalised and exclusive.
Responsibilities:
- Attending to customers and provide financial advice.
- Plan out and manage investment policies to achieve clients' financial goals.
- Maintain and develop long-lasting relationships with both existing and potential customers.
- Capitalize on sales opportunities via customer events, financial reviews and branch engagement activities.
- Increase client base by proactively reaching out to leads from database and setting up appointments with potential clients.
Requirements:
- Bachelor's degree from a recognized university or a diploma from a local polytechnic. Fresh graduates are welcome.
- Strong understanding of the financial markets
- Passion for excellence and learning
- Self-starter and driven.
- People-oriented with good interpersonal and strong listening skill
