Job description:
- Maintain accurate client records and ensure all documents comply with MAS regulations and internal policies.
- Assist with client onboarding by gathering necessary documentation and ensuring regulatory compliance.
- Follow up on client requests, provide accurate information, and resolve issues.
- Attend client meetings to clarify sales objectives and assist with presentations and reports.
- Help track sales leads, opportunities, and performance metrics.
- Build and maintain strong customer relationships.
Benefits:
- Competitive salary with bonuses awarded quarterly and at year-end for good performance.
- Opportunities for recognition awards, including international travel.
- Paid training, mentorship, industry certification, and hands-on experience to grow your career in wealth management.
- Access to advanced digital tools for flexible hybrid work
- Fast career progression to management within 2 years.
Job Requirements:
- Motivated and Ambitious individual with Strong Leadership quality
- Passionate in wealth management, planning, and solutions
- Efficient in analytical and problem-solving skills.
- Excellent communication and interpersonal skills.
- Ability to work on a flexible schedule that includes weekends
- Bachelor's degree or a Diploma from a local polytechnic
- At least 21 years old
Whether you are a fresh graduate, or looking for a mid-career switch, we welcome you to apply!
