Job Description
- Manage and acquire client portfolio
- Drive client acquisition and retention with exceptional service and tailored financial tools
- Assess clients' financial situations and create customized portfolio solutions for goals like income creation, investments and lifestyle fundings
- Provide business solutions to consumer and companies (start-ups, SMEs, MNCs) to meet financial goals
- Handle administrative tasks: prepare financial summaries, portfolio performance reports, and income projections
- Building long-term client relationshipsand their best interests
Job Benefits
- Competitive salary, uncapped commission scheme, comprehensive incentives and year-end bonuses
- Recognition awards with opportunities to travel multiple times yearly to exciting international destinations
- 1 to 1 mentorship, and on-the-job learning for career and character development
- Advanced digital tools for hybrid work, allowing flexibility to work from anywhere
- Career advancement opportunities to management level within 2 years
Whether you are looking for a mid-career switch, we welcome you to apply