We are seeking an enthusiastic and driven Management Trainee to join our dynamic team. This role offers a unique opportunity to gain in-depth experience in financial advisory and portfolio management, with a strong focus on risk management, wealth accumulation, and estate planning. The successful candidate will build lasting relationships with clients and drive sales acquisition while undergoing a comprehensive training programme designed to shape future leaders.
Key Responsibilities:
Advisory Services: Provide expert advice on risk management, wealth accumulation, and estate planning.
Portfolio Management: Manage and oversee clients' financial portfolios to ensure optimal performance.
Client Relationship Building: Foster trust and build strong, long-lasting relationships with clients.
Sales and Business Development: Drive sales acquisition initiatives and actively identify new prospects.
Requirements:
Personal Attributes:
Independent and self-motivated, with a proactive approach to work.
Excellent communication and interpersonal skills.
A genuine passion for making a positive impact in people's lives.
Requirements:
No prior experience needed--training will be provided!
Minimum qualification: Local Diploma or higher
Proactive attitude and willingness to learn
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