focused on building relationships and providing tailored financial solutions to meet clients' needs. It involves direct interaction with clients, understanding their financial objectives, and delivering exceptional service to enhance their investment experiences.
Job Scope:
Expand business contacts and increase the company's client base
Conduct analyses to align financial solutions with clients' objectives
Implement targeted strategies to acquire clients across different wealth segments
Manage client investment portfolios and provide updates on market movements
Build and maintain strong relationships with new and existing clients
Perform due diligence, research, analysis, and documentation processes
Attend monthly investment training (fully sponsored by the company)
Organise and invite clients to investment events
Stay updated on current events, critical issues, and market conditions
Remuneration Package & Benefits:
Fast-track career progression
Career development training provided
Monthly investment training by top fund houses
Base salary from $4,000 to $12,000, with uncapped remuneration potential
Working hours: Monday to Friday, 10AM - 6PM
Requirements:
Local Polytechnic Diploma or Degree in any field
Strong communication and interpersonal skills
Ability to organise and manage overlapping tasks and assignments
* Entry-level candidates and individuals exploring a mid-career switch are welcome
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