Brief Summary
Join a dynamic team focused on providing exceptional client service and investment strategies. This role involves building relationships and offering insights to support informed financial decision-making.
Responsibilities
- Source and onboard new clients while nurturing existing relationships. Understand clients investment needs, objectives, and risk profiles. Provide market insights, trade ideas, and investment strategies tailored to client requirements. Collaborate with research analysts to gain insights into market trends and company news. Monitor portfolio performance and recommend suitable adjustments as necessary. Ensure compliance with all risk, regulatory, and cross-border requirements. Prepare and submit regular progress reports detailing business performance and prospect pipeline. File timely call reports following client meetings. Work with other market participants to identify and seize new business opportunities.
Requirements
- Degree in a related discipline. 3-5 years of relevant experience. CMFAS qualifications with a valid MAS Representative License. Proven sales record with a focus on high-net-worth individuals. Strong understanding of equities and various asset classes. Self-motivated with a commitment to excellence. Excellent communication skills and client engagement abilities. Capability to interact effectively with individuals at all organizational levels. Ability to prioritise key initiatives across diverse opportunities and relationships.
