Main Responsibilities but not limited to:
- With an established network of South East Asia High Net Worth client base
- Develop and acquire new clients through prospecting and leveraging on the firm's networks, platform and services
- Provide investment advisory to High Net Worth clients and formulate investment strategies that align with client’s target strategic assets allocation to meet investment objectives and risk profile
- Ensure clients’ compliance with the Company and industry rules and regulations
Requirements:
- Certified in CMFAS Modules 1A, 2A, 5, 6 (or equivalent certification), 6A and 8A will be required
- Sales-driven and strong desire to achieve
- Ability to work independently
- Possess good interpersonal and communication skills
