
Financial Solutions Expert
2 weeks ago
Job Summary:
">We are seeking a driven professional to fill the role of Investment Portfolio Manager. In this position, you will be responsible for cultivating and maintaining long-term client relationships by providing expert guidance on tailored investment solutions.
">Main Responsibilities:
">- Build and maintain strong relationships with clients by offering personalized investment advice and services.">
- Identify and capitalize on sales opportunities to meet and exceed performance targets.">
- Stay informed on market trends and financial products to provide timely and relevant advice to clients.">
- Collaborate with internal teams to ensure seamless service delivery and exceptional client satisfaction.">
Requirements:
">- Strong analytical skills and a results-driven approach.">
- Excellent interpersonal and communication skills to build trust and rapport with clients.">
- Educational Qualification: Polytechnic Diploma or higher.">
- CMFAS certification (e.g., M1, M5, M6, or others) is an advantage.">
About Us:
">We are dedicated to empowering financial success through integrated financial services. Our dynamic work environment fosters growth and recognition of individual contributions.
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