Job description:
- Record and support client records and ensure all documents comply with MAS regulations and internal policies.
- Onboard clients and ensure the gathering of necessary documentation and regulatory compliance.
- Keep clients updated, manage requests, provide accurate information, and resolve issues.
- Arrange client meetings to clarify sales objectives and develop presentations and reports.
- Keep track and identify prospects, opportunities, and performance benchmarks.
- Form and maintain strong customer relationships.
Benefits:
- Competitive remunerations with incentives 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-track career progression to management within 2 years.
