Brief Summary
Join a dynamic team where you'll be instrumental in building robust client relationships and guiding them through their investment journeys. Your expertise will enhance clients financial decisions with insightful market knowledge and strategies.
Responsibilities
- Source and onboard new clients while building and maintaining strong relationships. Understand clients investment needs, objectives, and risk profiles. Provide market insights, trade ideas, and investment strategies relevant to offered products. Enable clients to make informed financial decisions through clear, timely information. Collaborate with research analysts to analyze market trends and relevant news. Monitor portfolio performance and recommend necessary adjustments to clients. Ensure strict compliance with risk and regulatory standards, including cross-border and AML regulations. Timely submission of progress reports, including existing business and prospect pipeline. Maintain accurate filing of call reports following client meetings. Collaborate with other market participants to identify and pursue new business opportunities.
Requirements
- Degree in a related discipline. 3-5 years of relevant experience in the field. Relevant CMFAS qualifications and a valid MAS Representative License. Proven sales record and experience working with affluent individuals. Strong understanding of equities and various asset classes. Self-motivated with a commitment to excellence. Effective communication skills with the ability to engage clients professionally. Capable of interacting with individuals at various organizational levels. Strong focus and prioritization skills across a range of initiatives and relationships.
