Job Description

Responsibilities:

Assist clients & customers warmly and assist them in finding products or services that meet individual financial requirements & needs. Actively engage with customers to identify opportunities for financial products or services that align with their goals. Educate customers on the features, benefits, and terms of financial products, ensuring they make informed decisions. Monitor and review clients' investment portfolios regularly, making adjustments as needed to align with changing financial goals and market conditions. Proactively reach out to clients to provide updates on their portfolios, market insights, and opportunities for optimization. Build and maintain strong relationships with clients through regular communication, trust, and reliability. Collaborate with team members to promote products and services and create a positive customer experience. Stay informed about industry trends, regulatory requirements, and changes in financial products and services. Uphold compliance standards and adhere to all applicable regulations governing financial sales and customer interactions.
Requirements:

At least 21 years old (regulatory requirement) Full certification in GCE 'A' Levels / Polytechnic Diploma/Degree holders (Local Certifications) Proven experience in strategic consulting or similar roles. In-depth knowledge of financial industry dynamics, markets, and regulations. Strong interpersonal and communication skills. Relevant industry certifications are advantageous. Strong understanding of financial products, investment strategies, and industry regulations. Excellent communication and interpersonal skills, with the ability to build and maintain client relationships.
Job Type: Full-time

Pay: $4,500.00 - $6,500.00 per month

Work Location: In person