Plan Strategically. Engage Clients. Deliver Value.
In this role, you'll help clients structure their financial plans while actively engaging and growing your client portfolio. It combines analytical thinking with strong relationship management.
What You'll Gain:
- Training in financial planning and portfolio strategies
- Mentorship and real-world advisory exposure
- Opportunities to work with diverse client profiles
- Performance-driven rewards and career advancement
Key Responsibilities:
- Engage prospective clients and understand their financial goals
- Design personalised financial and protection strategies
- Review and adjust plans based on clients evolving needs
- Maintain ongoing relationships through regular check-ins
Requirements:
- Age 21 and above
- Diploma, A-Levels, or Degree (any discipline)
- Good communication and confidence in interacting with people
- Driven, proactive, and results-oriented
