Your key role is to support the Wealth Director in the day to day administrative and office tasks relating to marketing wealth products and financial services to clients, driving sales revenue, client acquisition, and maintaining relationships with company key accounts.…
The Trainee will be an active member of the Wealth and Financial Planning Team, bridging the gap between theoretical knowledge and practical application. The program aims to provide comprehensive, hands on experience and training to prepare the individual for a…
This position is instrumental in supporting the Executive Wealth Director in all aspects of wealth and financial planning and providing solutions, pre and post events organization, customer acquisition and follow up, assist in closing of sales and deals.Core Function &…
Job Description & Requirements You will participate in sales and marketing activities, and receiving training on sales and wealth management techniques in the financial services sector. Your job requires you to maintain good communication with customers and providing excellent customer…
The Business Admin Support plays a crucial role in ensuring the smooth and efficient operation of the Sales and Wealth Planning Team by providing comprehensive administrative and operational assistance. This position requires a highly organized, proactive, and detail oriented individual…