[Job ID: 401667]
- Conduct financial analysis and consultations with customers to understand their needs.
- Strengthen customer relationships by providing updates on market trends and financial products.
- Participate in marketing activities to attract new customers.
- Identify and contact potential clients.
- Provide excellent after-sales service.
- Organize and deliver sales presentations to various groups and organizations.
- Follow money laundering prevention procedures and report suspicious activities.
Requirements:
- Degree holder.
- Driven and goal-focused individuals who are passionate about financial planning and wealth management.
- Willing to work a 5.5-day week, with the flexibility to meet clients beyond regular hours.
We regret that only shortlisted candidates will be notified. However, rest assured that all applications will be updated to our resume bank for future opportunities.
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EA Personnel Name: Sandy Ng
EA Personnel Registration Number: R24125475
EA License No.: 07C5771
