- To provide independent opinion on quality of client’s existing portfolio.
- To identify and understand clients' long-term needs, assess client’s risk appetite, investment preference, and return expectations, construct, recommend and execute investment solutions at client meeting sessions.
- To monitor market returns and provide regular and timely feedback/advisory to clients, including re-balancing.
- The successful incumbent will also be responsible for business development of investments through client seminars and other contact programs.
- To ensure compliance with all regulations and controls as set by the organization and external regulatory authorities.
- Organizing regular investment seminars for clients.
Requirements:
- Diplomas from Polytechnic / Degree, preferably in Finance/Business related disciplines.
- Experience in Portfolio Penetration.
- Team players.
Job Type: Full-time
Schedule:
- 10-hour shift.
Additional Compensation:
* Performance bonus.
* Commission plan.
* Tips.
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