- Build and maintain long-term relationships with clients
- Understand clients financial goals and objectives
- Provide suitable financial planning and wealth management solutions
- Conduct client reviews and consultations
- Develop and manage a portfolio of clients
- Identify opportunities to grow and expand client relationships
- Stay informed about industry developments and market trends
- Participate in business development and networking activities
Open to fresh grads or mid-career switch. Flexible work hours, full-time only, 4-12k base pay with uncapped remuneration.
