Responsibilities
- Acquisition and management of portfolio of clientele
- Providing advisory services to client on wealth accumulation, investment strategies, retirement planning and a suite of banking financial products and services
- Gaining a comprehensive understanding of financial planning regulations and keeping up to date with financial industry trends
- Continual servicing and support to clients, assisting clients and business to achieve their wealth accumulation
Requirements
- Tertiary Education in its equivalent
- Working experience in customer or sales related role
- Keen to learn about investment management, financial and retirement planning knowledge
- Relevant certifications of CFMAS is a plus
- Proactive and resourceful
- Excellent communication and interpersonal skills
- Results oriented and able to work independently with a growth mindset
- Candidates who are exploring for mid-career switch are welcome to apply as training will be provided
- Candidates with relevant experience and track records could be considered for leadership roles
- There will be opportunities for career progressions and building teams of your own in a dynamic and encouraging team environment
We regret to inform that only shortlisted candidates will be notified.
