- Perform financial needs analysis and value add to client’s objective.
- Implement strategies and sales processes to identify, target and acquire clients across various wealth spectrum.
- Handle client’s investment portfolios and update market movement.
- Develop relationships with prospective clients in order to expand the business.
- Organize and invite clients for investment events.
- Attractive Remuneration Packages with a Fast-track career progression.
- Training to lead a team of trainees after 1 year of training.
- Training allowance provided for successful candidate.
- Monthly Investment training conducted by renowned fund houses.
- Entry-level & Applicants looking for a career switch are welcomed.
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