Job Description:
- Provide Financial Advisory: Analyze clients' financial needs and objectives, develop tailored investment strategies, and conduct regular reviews to ensure their goals are being met.
- Client Onboarding and Servicing: Manage the onboarding process for new clients and deliver ongoing support in line with company policies and procedures.
- Business Development: Build and expand the client base by sourcing and acquiring new clients, strengthening the company's market presence.
- Client Acquisition Strategy: Develop and implement effective strategies to target and acquire clients from various wealth segments.
- Portfolio Management: Monitor and update clients' investment portfolios in response to market changes and movements.
- Continuous Learning: Participate in monthly training sessions with investment fund houses and stay updated on industry trends, market conditions, and relevant news.
Remuneration Package and Benefits:
- Income Range: $3,000 to $8,000, with uncapped commission potential and quarterly bonuses.
- Work Hours: 10 AM to 7 PM, with a flexible work schedule.
- Professional Development: Opportunities for career growth through comprehensive training programs.
- Additional Benefits: One-time allowance for successful candidates upon completion of training.
Qualifications and Requirements:
- Minimum educational qualification: Polytechnic diploma or a Bachelor’s degree from an accredited university in any field.
- Proficiency in Microsoft Office applications (Excel, Word, PowerPoint).
- Strong communication and interpersonal skills.
- Ability to manage and prioritize multiple tasks and assignments.
- Open to entry-level candidates and individuals considering a mid-career switch.
