This is a client-facing sales role focused on building relationships and providing tailored financial solutions to meet clients' needs. It involves direct interaction with clients, understanding their financial objectives, and delivering exceptional service to enhance their investment experiences.
Job Scope:
- Expand business contacts and increase the company’s client base
- Conduct analyses to align financial solutions with clients' objectives
- Implement targeted strategies to acquire clients across different wealth segments
- Manage client investment portfolios and provide updates on market movements
- Build and maintain strong relationships with new and existing clients
- Perform due diligence, research, analysis, and documentation processes
- Attend monthly investment training (fully sponsored by the company)
- Organise and invite clients to investment events
- Stay updated on current events, critical issues, and market conditions
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