About the Role
Join a leading global organisation in the financial services industry, dedicated to delivering innovative investment solutions and building lasting relationships with clients. We are committed to providing personalised wealth planning services that empower individuals and families to grow and manage their financial assets responsibly and sustainably.
In this role, you will understand clients’ unique financial goals, develop customised investment strategies , and support them throughout their investment journey. By assessing their long-term objectives, you’ll provide expert guidance to help clients make informed decisions and optimise their wealth management.
Job Responsibilities
- Identify and develop new business opportunities.
- Deliver customised financial strategies to meet client goals.
- Engage clients across diverse market segments.
- Manage and optimise investment portfolios with market insights.
- Build and maintain strong client relationships.
- Conduct research, risk assessments, and ensure compliance.
- Participate in professional development programs.
- Host events to strengthen client engagement.
- Monitor market trends to provide timely recommendations.
What We’re Looking For?
- A diploma or degree holder from a recognised local or overseas institution
- Confident communicator with strong people skills
- Able to multitask and manage priorities efficiently in a dynamic environment