Adopting the needs based approach to provide solutions to meet customers financial needs
Develop and implement wealth preservation and wealth accumulation plans
Build and establish customer relationships
Develop new customer relationships
Ensure all operational transactions are executed expeditiously with minimum error as well as in strict compliance with audit and statutory guidelines
Be placed on a structured fast track career path where you will receive personal mentorship and enjoy an attractive incentive scheme in addition to a competitive pay package
Minimum Requirements
Candidate must possess at least Higher secondary/Pre-U/A level/College, Bachelor\xe2\x80\x99s Degree/Post Graduate Diploma/Professional Degree in any field.
Required language(s): English
Required Certification(s): M5, M9, M9A, HI
Optional Certification(s): BCP, PGI, CGI, M8, M8A
Preferably executives specialised in Banking/Financial Services or equivalent. Priority will be given to experienced financial planners.
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