Advise clients on building investment portfolios that can meet their life goals
Able to effectively explain wealth management concepts and products (including unit trusts, bonds, stocks and ETFs)
Manage and build client relationships, including doing presentations to clients
Deliver efficient transactional and operational support for clients
Provide feedback internally on how clients experiences can be improved
Involve in projects and testing when required
Requirements
Degree holder (preferably in Finance, Business or a related discipline), with 1-2 years of related working experience (preferably in Banking/Client Services/Sales/Marketing fields)
Certificates or exemptions from CMFAS modules will be advantageous
Excellent interpersonal and communication skills, both verbal and written
Strong interest in investing and finance-related topics
