Responsibilities:
- Provide expert investment advice and guidance to clients, ensuring their financial objectives are understood and addressed.
- Develop and maintain strong relationships with existing clients, while actively expanding your network to onboard new clients.
- Conduct thorough Financial Needs Analysis for clients, comprehensively assessing their financial situation, risk tolerance, and investment goals.
- Construct and review investment portfolios, ensuring they align with clients' objectives and risk profiles.
- Establish clients’ financial goals and recommend solutions, to help them achieve their financial goals.
- Understand your client's financial objectives and investment requirements
- Work closely with investors in proposing, delivering, and executing solutions for clients; as well as identifying new opportunities
- Stay updated on investment challenges, regulatory changes, and internal operational requirements to engage in informed discussions with clients.
Requirements:
- Minimum Diploma qualification is any field
- Confident in sales presentation and outgoing nature.
- On-job training and guidance would be provided
Qualified or interested candidates, please submit your updated resume in MS format by using the Apply Now Button or email to irene.lee(at)cvistahr.com
Candidates are also encouraged to contact our office where our approachable Consultants will address any inquiries and advice you with relation to this job advertisement. Our dedicated HR Consultants will get in touch with shortlisted candidates for a confidential discussion
R23112063 | EA License 16C7883
